Signals

VEA

2637 in-universe funds with a nonzero position in VEA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#7
Score / z10.766 / 16.13
Consensus895.54 over 1711 funds
Momentumno 12m return

Price & positioning

251 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
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 12,072.1 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
Creative Planning CIK 0001540235 0.979 4196 7,674.8 5.9% 2 -0.6 pp +5.9 pp +5.9 pp +5.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,963.6 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,804.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 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 3,765.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3,493.9 8.2% 3 -0.1 pp -0.0 pp +8.2 pp +8.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3,483.1 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,049.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,934.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,487.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,002.2 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 1,901.6 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,721.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1,710.2 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,704.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,671.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,548.1 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1,502.5 7.9% 2 +0.6 pp +7.9 pp +7.9 pp +7.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1,459.6 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,320.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 1,243.8 28.0% 2 +6.2 pp +28.0 pp +28.0 pp +28.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,217.3 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,119.1 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,108.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
FMR LLC CIK 0000315066 0.989 5571 942.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 867.1 9.9% 2 -0.2 pp +9.9 pp +9.9 pp +9.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 841.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 831.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 806.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 763.0 18.5% 1 +18.5 pp +18.5 pp +2.4 pp +18.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 761.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 723.8 15.0% 2 +0.4 pp +15.0 pp +15.0 pp +15.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 710.3 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 704.4 9.1% 2 +0.0 pp +9.1 pp +9.1 pp +9.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 696.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 692.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 652.4 5.2% 2 +4.4 pp +5.2 pp +5.2 pp +5.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 651.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 587.7 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 581.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 565.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 508.7 9.3% 2 +5.1 pp +9.3 pp +9.3 pp +9.3 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 503.6 10.9% 2 -0.7 pp +10.9 pp +10.9 pp +10.9 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 495.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 472.7 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 463.0 7.3% 2 +0.1 pp +7.3 pp +7.3 pp +7.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 450.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 437.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 400.9 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 394.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 373.1 10.6% 2 -0.2 pp +10.6 pp +10.6 pp +10.6 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 337.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 336.3 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 329.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 328.2 7.2% 2 +0.9 pp +7.2 pp +7.2 pp +7.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 325.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 303.0 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 292.3 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 286.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 284.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 282.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 281.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 279.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 277.4 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 275.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 274.1 19.7% 2 -0.3 pp +19.7 pp +19.7 pp +19.7 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 262.8 42.8% 2 -1.5 pp +42.8 pp +42.8 pp +42.8 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 261.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 259.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 255.5 11.0% 2 +0.0 pp +11.0 pp +11.0 pp +11.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 255.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 244.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 240.3 3.1% 2 +0.7 pp +3.1 pp +3.1 pp +3.1 pp
Wedmont Private Capital CIK 0001904274 0.771 949 238.9 8.9% 2 +0.1 pp +8.9 pp +8.9 pp +8.9 pp
WIT, LLC CIK 0001840025 0.965 24 237.5 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
BANK OF HAWAII CIK 0000315080 0.804 233 226.8 11.3% 2 -0.2 pp +11.3 pp +11.3 pp +11.3 pp
Truepoint, Inc. CIK 0001427748 0.954 160 221.5 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 216.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 212.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 207.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 201.6 5.7% 2 +0.5 pp +5.7 pp +5.7 pp +5.7 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 201.5 8.7% 2 +0.0 pp +8.7 pp +8.7 pp +8.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 195.2 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 185.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 182.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 180.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 173.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Foster Group, Inc. CIK 0001841544 0.874 318 165.1 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
NEPC LLC CIK 0001424799 0.960 53 165.0 4.3% 2 -1.1 pp +4.3 pp +4.3 pp +4.3 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 164.9 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 164.5 15.3% 2 -0.1 pp +15.3 pp +15.3 pp +15.3 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 161.1 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 158.2 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 157.9 8.0% 2 -0.1 pp +8.0 pp +8.0 pp +8.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 157.5 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 148.7 13.6% 2 +0.2 pp +13.6 pp +13.6 pp +13.6 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 147.6 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 145.7 9.2% 2 +0.5 pp +9.2 pp +9.2 pp +9.2 pp
EASTERN BANK CIK 0001126395 0.668 1038 140.5 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 140.5 1.1% 4 -0.0 pp -0.0 pp +0.1 pp +1.1 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 132.2 7.6% 2 -0.5 pp +7.6 pp +7.6 pp +7.6 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 132.1 7.8% 2 +0.4 pp +7.8 pp +7.8 pp +7.8 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 130.7 15.2% 4 -0.3 pp -0.6 pp +0.8 pp +15.2 pp
DAVIS R M INC CIK 0000891287 0.824 280 130.5 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 129.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 129.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 129.3 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 127.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 126.6 8.0% 2 +0.2 pp +8.0 pp +8.0 pp +8.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 125.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 123.3 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 122.9 5.5% 2 -0.3 pp +5.5 pp +5.5 pp +5.5 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 122.7 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 120.7 1.8% 2 -0.6 pp +1.8 pp +1.8 pp +1.8 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 114.7 8.6% 2 -0.2 pp +8.6 pp +8.6 pp +8.6 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 114.0 5.9% 2 -0.0 pp +5.9 pp +5.9 pp +5.9 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 114.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 111.9 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 111.5 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
COMERICA BANK CIK 0000901541 0.812 3711 109.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 107.8 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 106.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
PDS Planning, Inc CIK 0000838618 0.712 609 106.1 7.3% 2 -0.1 pp +7.3 pp +7.3 pp +7.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 99.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Apella Capital, LLC CIK 0001801507 0.827 695 98.5 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 98.1 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 97.6 8.3% 2 -0.5 pp +8.3 pp +8.3 pp +8.3 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 95.7 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
REBALANCE, LLC CIK 0001811052 0.940 103 95.2 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +5.7 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 94.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 93.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 93.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 92.7 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 91.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 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 89.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 88.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 88.3 11.2% 2 -0.2 pp +11.2 pp +11.2 pp +11.2 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 85.9 5.7% 2 +0.3 pp +5.7 pp +5.7 pp +5.7 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 83.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 81.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 81.0 7.5% 2 +0.1 pp +7.5 pp +7.5 pp +7.5 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 81.0 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 80.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 80.1 15.4% 2 -0.0 pp +15.4 pp +15.4 pp +15.4 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 78.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 78.2 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 78.1 10.0% 2 -0.2 pp +10.0 pp +10.0 pp +10.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 76.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Wallington Asset Management, LLC CIK 0001426754 0.539 61 76.1 9.9% 2 -0.2 pp +9.9 pp +9.9 pp +9.9 pp
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MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 34.2 9.2% 2 -3.3 pp +9.2 pp +9.2 pp +9.2 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 34.2 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 34.1 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 33.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 33.8 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 33.6 7.9% 2 -0.3 pp +7.9 pp +7.9 pp +7.9 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 33.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Strid Group, LLC CIK 0001625800 0.894 93 33.4 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
MAYPORT, LLC CIK 0001922875 0.801 134 33.0 7.1% 2 -0.2 pp +7.1 pp +7.1 pp +7.1 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 32.9 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 32.7 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 32.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 32.4 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 32.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 32.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 32.0 12.7% 2 -1.2 pp +12.7 pp +12.7 pp +12.7 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 32.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 31.9 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
Montis Financial, LLC CIK 0001844314 0.565 152 31.9 7.3% 2 -0.5 pp +7.3 pp +7.3 pp +7.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 31.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
VPR Management LLC CIK 0001894203 0.676 66 31.5 14.3% 2 +0.2 pp +14.3 pp +14.3 pp +14.3 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 31.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 31.1 6.9% 2 -0.1 pp +6.9 pp +6.9 pp +6.9 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 31.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 31.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 31.0 10.5% 2 -1.0 pp +10.5 pp +10.5 pp +10.5 pp
Aufman Associates Inc CIK 0001801573 0.745 67 30.9 17.4% 2 -0.7 pp +17.4 pp +17.4 pp +17.4 pp
Choate Investment Advisors CIK 0001399794 0.922 472 30.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 30.8 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 30.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 30.7 5.8% 2 -0.1 pp +5.8 pp +5.8 pp +5.8 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 30.5 1.5% 2 +1.4 pp +1.5 pp +1.5 pp +1.5 pp
Abound Wealth Management CIK 0001950323 0.745 1359 30.5 7.6% 2 -0.4 pp +7.6 pp +7.6 pp +7.6 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 30.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 30.5 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 30.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 30.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Cordant, Inc. CIK 0001830942 0.704 353 30.1 13.6% 2 -0.1 pp +13.6 pp +13.6 pp +13.6 pp
Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 30.1 13.3% 2 -0.2 pp +13.3 pp +13.3 pp +13.3 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 30.0 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 29.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 29.9 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 29.8 4.9% 2 +0.9 pp +4.9 pp +4.9 pp +4.9 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 29.7 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 29.6 5.0% 2 +0.4 pp +5.0 pp +5.0 pp +5.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 29.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Kopp Family Office, LLC CIK 0001683689 0.751 29 29.5 19.2% 2 +0.6 pp +19.2 pp +19.2 pp +19.2 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 29.4 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 29.4 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Axos Invest Inc. CIK 0002042928 0.762 20 29.3 22.0% 2 +1.0 pp +22.0 pp +22.0 pp +22.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 29.1 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 29.0 8.3% 2 -0.0 pp +8.3 pp +8.3 pp +8.3 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 28.8 5.6% 2 +1.2 pp +5.6 pp +5.6 pp +5.6 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 28.7 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
American Trust CIK 0001905128 0.729 334 28.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Fiera Capital Corp CIK 0001505817 0.842 401 28.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 28.5 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 28.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 28.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 28.2 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 28.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 28.1 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
St. Louis Trust Co CIK 0001661144 0.000 125 27.9 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 27.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
NDVR, Inc. CIK 0002011247 0.416 121 27.8 23.2% 2 -0.9 pp +23.2 pp +23.2 pp +23.2 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 27.8 8.0% 2 +0.0 pp +8.0 pp +8.0 pp +8.0 pp
Tenret Co LLC CIK 0001874146 0.725 33 27.7 14.4% 2 -0.0 pp +14.4 pp +14.4 pp +14.4 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 27.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 27.7 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 27.6 2.4% 2 +1.7 pp +2.4 pp +2.4 pp +2.4 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 27.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 27.4 9.5% 2 -0.1 pp +9.5 pp +9.5 pp +9.5 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 27.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Operose Advisors LLC CIK 0001909750 0.647 522 26.1 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
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FSA Wealth Management LLC CIK 0001804256 0.827 574 25.7 9.4% 2 -0.3 pp +9.4 pp +9.4 pp +9.4 pp
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MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 25.1 10.8% 2 +0.1 pp +10.8 pp +10.8 pp +10.8 pp
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REDW Wealth LLC CIK 0001688931 0.503 104 19.2 7.2% 2 -0.3 pp +7.2 pp +7.2 pp +7.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 19.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 19.1 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
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Portland Global Advisors LLC CIK 0001504941 0.638 154 18.9 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 18.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 18.9 8.4% 2 -0.5 pp +8.4 pp +8.4 pp +8.4 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 18.8 5.0% 2 -1.5 pp +5.0 pp +5.0 pp +5.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 18.8 2.4% 2 +0.6 pp +2.4 pp +2.4 pp +2.4 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 18.8 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
Rinkey Investments CIK 0001730774 0.601 128 18.8 5.0% 2 +0.3 pp +5.0 pp +5.0 pp +5.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 18.7 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 18.6 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 18.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 18.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 18.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Latigo Investments, LLC CIK 0001914668 0.837 14 18.4 9.3% 2 +0.3 pp +9.3 pp +9.3 pp +9.3 pp
HT Partners LLC CIK 0001552999 0.865 53 18.3 5.6% 2 +0.4 pp +5.6 pp +5.6 pp +5.6 pp
Zhang Financial LLC CIK 0001776290 0.816 392 18.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 18.0 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 17.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Arcataur Capital Management LLC CIK 0001987321 0.770 105 17.9 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
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AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 17.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Marathon Mission, Inc. CIK 0001987261 0.620 57 17.7 10.6% 2 -0.2 pp +10.6 pp +10.6 pp +10.6 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 17.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 17.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 17.4 7.4% 2 -0.1 pp +7.4 pp +7.4 pp +7.4 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 17.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 17.4 12.8% 2 +0.2 pp +12.8 pp +12.8 pp +12.8 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 17.4 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 17.3 5.3% 2 -1.8 pp +5.3 pp +5.3 pp +5.3 pp
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MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 17.2 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
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CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 17.0 8.1% 4 -0.7 pp -1.1 pp -0.5 pp +8.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 16.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 16.8 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
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Gordian Advisors LLC CIK 0002011856 0.774 65 16.6 11.1% 2 -0.2 pp +11.1 pp +11.1 pp +11.1 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 16.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 16.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Hamilton Wealth, LLC CIK 0001760263 0.303 117 16.2 3.4% 3 -1.5 pp +3.3 pp +3.4 pp +3.4 pp
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Bristlecone Advisors, LLC CIK 0001671716 0.543 233 15.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
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ADE, LLC CIK 0001845950 0.661 93 15.7 8.0% 2 -0.1 pp +8.0 pp +8.0 pp +8.0 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 15.7 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
Parkwood LLC CIK 0001597823 0.291 71 15.7 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
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MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 15.7 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 15.6 6.9% 2 -0.5 pp +6.9 pp +6.9 pp +6.9 pp
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Wealth Forward, LLC CIK 0002012773 0.716 49 15.4 9.0% 2 -4.8 pp +9.0 pp +9.0 pp +9.0 pp
FMA Wealth Management, LLC CIK 0002011155 0.622 42 15.4 10.6% 2 -0.3 pp +10.6 pp +10.6 pp +10.6 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 15.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 15.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Farrell Financial LLC CIK 0002031235 0.502 83 7.2 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
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GenTrust, LLC CIK 0001697110 0.832 201 7.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Florida Trust Wealth Management Co CIK 0001651023 0.623 461 7.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 7.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 7.0 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 6.9 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
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Strategent Financial, LLC CIK 0002052737 0.741 41 6.9 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 6.8 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
RHS Financial, LLC CIK 0001766514 0.159 165 6.8 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
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McAdam, LLC CIK 0001695490 0.802 516 6.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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SEMITAM BONAM LLC CIK 0001922963 0.549 50 6.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
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Farnam Financial LLC CIK 0002080267 0.372 53 6.5 5.0% 4 +0.8 pp +2.7 pp +3.6 pp +5.0 pp
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Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 6.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
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Fortis Advisors, LLC CIK 0001697478 0.324 122 6.4 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
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BOS Asset Management, LLC CIK 0001965814 0.309 204 4.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
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SWMG, LLC CIK 0001839255 0.473 100 4.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
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Optas, LLC CIK 0001802961 0.460 494 4.3 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
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SVB WEALTH LLC CIK 0001626116 0.541 384 4.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 4.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
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HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.8 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
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Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 2.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.8 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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C2C Wealth Management, LLC CIK 0001868903 0.341 95 2.8 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 2.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Note Advisors, LLC CIK 0002056243 0.618 86 2.7 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 2.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 2.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 2.7 1.7% 3 -0.1 pp -1.1 pp +1.7 pp +1.7 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 2.7 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 2.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Falcon Wealth Planning CIK 0001839850 0.779 244 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Tandem Financial, LLC CIK 0002049157 0.466 99 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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AMG National Trust Bank CIK 0001388829 0.744 439 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Canal Capital Management, LLC CIK 0001666733 0.400 220 2.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 2.6 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
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Mendel Capital Management LLC CIK 0001911384 0.489 99 2.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
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One Wealth Advisors, LLC CIK 0001725297 0.425 326 2.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 2.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Colonial Trust Co / SC CIK 0001954093 0.347 1135 2.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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M3 Advisory Group, LLC CIK 0002014826 0.333 156 2.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
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Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zeit Capital LLC CIK 0001808163 0.744 52 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp -10.3 pp +0.0 pp +0.0 pp
Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
SLT Holdings LLC CIK 0002052222 0.097 146 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -5.8 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -1.6 pp -1.3 pp -0.3 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 -10.9 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -10.0 pp -9.1 pp +0.0 pp +0.0 pp
Zullo Investment Group, Inc. CIK 0001909760 0.406 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -6.8 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -4.7 pp +0.0 pp +0.0 pp +0.0 pp
BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Ebor Charitable Trust CIK 0001802837 0.000 4 0.0 0.0% 0 -24.5 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -9.3 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 -6.4 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -5.4 pp +0.0 pp +0.0 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 0.0 0.0% 0 -9.5 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 VEA). Qtrs Held counts distinct quarters this fund has actually held VEA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VEA position size. Δ columns are the percentage-point change in VEA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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