Signals

← Signals

☆VCRB

301 in-universe funds with a nonzero position in VCRB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#40
Score / z5.172 / 4.67
Consensus145.35 over 238 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 854.4 17.4% 4 +0.8 pp +2.4 pp +0.2 pp +17.4 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 421.4 6.5% 4 +0.5 pp +0.6 pp +0.4 pp +6.5 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 288.0 10.9% 2 +0.1 pp +10.9 pp +10.9 pp +10.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 266.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 187.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 180.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 158.7 3.0% 4 +0.5 pp +1.0 pp +1.6 pp +3.0 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 122.3 20.8% 4 +0.8 pp +1.0 pp +0.9 pp +20.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 107.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 92.4 7.6% 4 +0.3 pp +0.4 pp +1.0 pp +7.6 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 84.3 18.2% 4 +0.1 pp +1.1 pp +1.0 pp +18.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 82.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 76.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 73.9 3.1% 3 +0.2 pp +0.8 pp +3.1 pp +3.1 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 73.4 3.6% 3 +0.1 pp -0.0 pp +3.6 pp +3.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 69.0 0.6% 5 +0.0 pp -0.0 pp +0.4 pp -0.1 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 68.4 11.4% 4 +0.8 pp +0.6 pp +11.3 pp +11.4 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 63.7 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 49.8 29.0% 4 -0.7 pp -0.4 pp -1.4 pp +29.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 48.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 47.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 45.7 12.5% 2 +10.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 43.3 13.0% 4 +0.6 pp +1.1 pp +0.4 pp +13.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 41.4 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 40.7 1.4% 4 +0.7 pp +1.3 pp +1.4 pp +1.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 39.7 1.0% 4 +0.0 pp -0.2 pp -0.1 pp +1.0 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 37.3 16.7% 4 +0.8 pp +0.7 pp +0.4 pp +16.7 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 36.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Essex LLC CIK 0001889147 0.576 180 35.9 6.3% 3 +0.5 pp +1.9 pp +6.3 pp +6.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 35.3 12.3% 4 -0.8 pp -0.4 pp -1.5 pp +12.3 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 35.2 12.5% 3 +0.2 pp +0.0 pp +12.5 pp +12.5 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 35.1 1.5% 4 +0.0 pp +0.1 pp +0.1 pp +1.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 33.8 4.1% 4 +0.3 pp +0.6 pp +1.1 pp +4.1 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 32.9 7.4% 4 +0.1 pp -0.3 pp +3.9 pp +7.4 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 32.0 9.2% 3 +0.3 pp +0.2 pp +9.2 pp +9.2 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 31.4 6.1% 4 +0.2 pp +0.2 pp +0.2 pp +6.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 31.3 5.9% 4 +0.8 pp +1.3 pp +1.6 pp +5.9 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 29.5 5.1% 4 +3.5 pp +3.7 pp +3.8 pp +5.1 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 29.4 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 29.4 16.8% 4 +0.5 pp +0.4 pp +0.4 pp +16.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 29.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 28.6 10.3% 4 +0.1 pp -0.5 pp -2.3 pp +10.3 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 28.2 7.8% 3 +1.2 pp +1.0 pp +7.8 pp +7.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 27.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 27.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 26.5 8.3% 4 +0.4 pp +0.4 pp +0.7 pp +8.3 pp
☆RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 26.2 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 25.8 1.7% 4 +0.1 pp +0.1 pp +0.0 pp +1.7 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 25.0 1.6% 3 +0.4 pp +0.8 pp +1.6 pp +1.6 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 24.8 2.0% 4 +0.2 pp +0.3 pp +0.7 pp +2.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 23.8 1.8% 4 +0.1 pp +0.5 pp +0.7 pp +1.8 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 23.3 8.2% 3 +0.2 pp +1.9 pp +8.2 pp +8.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 22.6 3.1% 6 +0.2 pp +0.5 pp +0.6 pp +0.3 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 22.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 22.2 3.7% 4 +0.4 pp +0.2 pp +0.2 pp +3.7 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 22.1 3.3% 3 -0.3 pp +0.6 pp +3.3 pp +3.3 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 21.3 17.2% 4 +8.6 pp +8.9 pp +9.1 pp +17.2 pp
☆Gross & Hartman Investments LLC CIK 0001966094 0.730 80 20.8 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 19.9 5.0% 4 +1.1 pp +1.2 pp +2.9 pp +5.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 19.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 19.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 19.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 18.9 2.5% 4 +0.4 pp +1.1 pp +2.1 pp +2.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 18.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 17.9 3.1% 2 +2.6 pp +3.1 pp +3.1 pp +3.1 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 17.3 5.9% 4 +0.1 pp +0.6 pp +2.1 pp +5.9 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 16.2 1.5% 4 +0.9 pp +1.3 pp +1.3 pp +1.5 pp
☆Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 15.2 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 14.7 3.2% 3 +0.2 pp +0.4 pp +3.2 pp +3.2 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.674 83 14.5 3.2% 4 +0.2 pp +1.0 pp +1.3 pp +3.2 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 14.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 14.1 4.0% 4 +0.2 pp +0.6 pp +0.5 pp +4.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 13.7 3.0% 4 +0.1 pp +0.2 pp +3.0 pp +3.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 13.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 13.4 4.2% 3 +0.1 pp +0.2 pp +4.2 pp +4.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 12.8 2.0% 4 +0.1 pp +0.1 pp +0.0 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 12.7 5.0% 4 +0.4 pp +0.5 pp +0.5 pp +5.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 11.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 11.0 4.1% 4 +0.1 pp -0.0 pp -0.3 pp +4.1 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 10.9 2.4% 4 +0.3 pp +0.6 pp +1.0 pp +2.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 10.9 1.5% 4 +0.9 pp +1.4 pp +1.4 pp +1.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 10.3 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 9.9 2.6% 4 +0.7 pp +1.0 pp +1.2 pp +2.6 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 9.9 4.2% 4 -0.3 pp -0.4 pp -0.7 pp +4.2 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 9.7 6.0% 5 +0.0 pp +0.0 pp +0.1 pp -1.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.4 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 9.3 5.9% 4 +0.7 pp +0.5 pp +1.0 pp +5.9 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 8.4 5.2% 2 +0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 8.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 8.1 6.8% 4 +0.6 pp +1.4 pp +1.6 pp +6.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 7.5 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 7.4 4.0% 4 +0.2 pp +0.1 pp -0.1 pp +4.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 7.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 7.1 2.7% 4 +0.1 pp +0.0 pp -0.2 pp +2.7 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 7.1 3.3% 4 +0.5 pp +1.1 pp +1.2 pp +3.3 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 6.9 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 6.6 2.4% 4 +0.1 pp +0.1 pp -0.0 pp +2.4 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 6.6 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 6.6 1.5% 4 -0.1 pp -0.4 pp -0.8 pp +1.5 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 6.5 2.3% 4 +0.0 pp +0.3 pp +0.4 pp +2.3 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 5.7 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 5.4 2.8% 6 -0.1 pp -0.4 pp +0.2 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 5.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.9 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 4.5 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 4.3 3.2% 4 +0.8 pp +1.4 pp +1.9 pp +3.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 4.1 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 4.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 3.8 2.2% 2 +1.6 pp +2.2 pp +2.2 pp +2.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.7 0.3% 4 -0.3 pp -0.3 pp +0.1 pp +0.3 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 3.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 3.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 3.5 1.7% 4 +0.2 pp +0.2 pp +0.7 pp +1.7 pp
☆Elite Life Management LLC CIK 0002010262 0.574 61 3.2 4.1% 2 -1.9 pp +4.1 pp +4.1 pp +4.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 3.1 1.1% 3 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thayer Partners, LLC / MA CIK 0002010185 0.568 100 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 2.5 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 2.2 0.2% 4 -0.1 pp -0.3 pp -0.3 pp +0.2 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 2.1 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 2.1 1.7% 3 +0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 2.0 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.9 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 1.8 1.8% 3 +0.4 pp +0.7 pp +1.8 pp +1.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.6 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 1.3 1.0% 5 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 1.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steffes Financial, Ltd. CIK 0002110878 0.864 36 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Ketron Financial CIK 0002113129 0.826 64 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.6 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.4 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 0.4 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.517 81 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jones Kertz & Associates, Inc. CIK 0002104438 0.374 66 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.2 0.1% 4 -0.0 pp -0.2 pp +0.0 pp +0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.2 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -11.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.6 pp -0.3 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -1.4 pp -0.1 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VCRB). Qtrs Held counts distinct quarters this fund has actually held VCRB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VCRB position size. Δ columns are the percentage-point change in VCRB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status