Signals

VEA

3149 in-universe funds with a nonzero position in VEA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#19
Score / z7.814 / 7.07
Consensus957.50 over 1856 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+19% / 1.0d ⚡

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 12,731.2 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 7,716.4 5.2% 4 -0.3 pp -0.6 pp -1.2 pp +5.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5,515.5 1.5% 4 +0.1 pp +0.0 pp -0.2 pp +1.5 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 5,422.4 0.3% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,933.8 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3,696.6 8.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3,439.2 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,416.7 1.6% 4 -0.4 pp -0.4 pp -0.5 pp +1.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3,031.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,290.1 3.4% 4 +0.1 pp +0.0 pp -0.3 pp +3.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 2,278.4 2.7% 4 +0.2 pp +0.2 pp +0.1 pp +2.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2,088.2 3.0% 4 +0.8 pp +0.7 pp +0.7 pp +3.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2,071.4 3.6% 4 +0.0 pp +0.1 pp +0.4 pp +3.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,965.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,781.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,724.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,584.8 1.5% 4 -0.1 pp -0.2 pp -0.2 pp +1.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1,376.7 2.2% 4 +0.2 pp +0.4 pp +0.4 pp +2.2 pp
Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 1,353.8 30.1% 4 +2.8 pp +2.1 pp +8.3 pp +30.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1,344.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1,309.6 1.9% 4 +0.1 pp +0.0 pp +0.1 pp +1.9 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1,280.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1,074.7 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,005.2 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 997.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 936.4 10.2% 4 -0.2 pp +0.4 pp +0.2 pp +10.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 933.2 7.3% 4 +0.6 pp -0.5 pp +0.0 pp +7.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 914.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 894.1 15.5% 4 -0.4 pp +0.5 pp +1.0 pp +15.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 844.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 825.0 19.0% 3 +0.5 pp +0.6 pp +19.0 pp +19.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 778.6 9.3% 4 +0.1 pp +0.1 pp +0.2 pp +9.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 769.4 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 748.9 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 701.6 5.3% 4 +0.1 pp +0.1 pp +4.5 pp +5.3 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 696.5 10.2% 4 +2.7 pp +2.9 pp +3.0 pp +10.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 634.8 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 615.2 9.8% 4 +0.4 pp +0.4 pp +5.6 pp +9.8 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 611.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 596.2 6.3% 4 +0.0 pp -0.1 pp -0.1 pp +6.3 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 553.9 11.3% 4 -0.7 pp +0.4 pp -0.3 pp +11.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 531.2 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 521.4 3.4% 4 +0.2 pp +0.3 pp +0.4 pp +3.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 518.1 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 517.8 0.5% 4 -0.0 pp -0.1 pp +0.0 pp +0.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 497.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 487.0 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 474.1 9.0% 4 +0.7 pp +1.8 pp +2.7 pp +9.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 470.5 2.6% 4 -0.1 pp +0.1 pp +0.4 pp +2.6 pp
WIT, LLC CIK 0001840025 0.965 24 438.8 8.3% 4 -1.1 pp +2.9 pp +2.7 pp +8.3 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 402.2 11.1% 4 +0.2 pp +0.4 pp +0.2 pp +11.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 400.8 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 368.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 342.6 4.1% 4 +0.1 pp +0.2 pp +0.1 pp +4.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 342.1 1.4% 4 +0.2 pp +0.3 pp +0.3 pp +1.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 339.7 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 327.0 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 321.5 4.5% 4 +0.2 pp +0.3 pp +0.4 pp +4.5 pp
Wedmont Private Capital CIK 0001904274 0.771 949 321.5 10.4% 4 +0.8 pp +1.5 pp +1.6 pp +10.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 318.9 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 318.5 1.7% 4 +0.4 pp +0.4 pp +1.0 pp +1.7 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 316.7 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 310.2 2.3% 4 -0.2 pp +0.4 pp +0.3 pp +2.3 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 306.1 3.6% 4 +0.2 pp +0.3 pp +0.2 pp +3.6 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 305.3 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 305.2 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 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 302.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 296.3 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 292.0 19.7% 4 -0.2 pp -0.0 pp -0.3 pp +19.7 pp
NEPC LLC CIK 0001424799 0.960 53 287.6 5.7% 4 -0.4 pp +1.4 pp +0.3 pp +5.7 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 283.9 3.8% 4 +0.5 pp +0.8 pp +1.5 pp +3.8 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 275.2 37.4% 4 -3.4 pp -5.4 pp -7.0 pp +37.4 pp
SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 272.8 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 270.6 0.9% 4 -0.0 pp +0.0 pp +0.0 pp +0.9 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 263.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 262.9 6.3% 4 +0.2 pp +1.7 pp +1.7 pp +6.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 260.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 255.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 253.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 249.7 11.1% 4 -0.4 pp +0.1 pp +0.1 pp +11.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 247.5 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 244.1 1.2% 4 -0.1 pp +0.1 pp +0.2 pp +1.2 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 234.2 15.6% 4 +1.4 pp +2.0 pp +2.2 pp +15.6 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 233.9 6.5% 4 +0.3 pp +0.7 pp +1.3 pp +6.5 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 228.9 1.4% 4 -0.0 pp +0.0 pp -0.1 pp +1.4 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 225.8 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 225.2 9.3% 4 +0.2 pp +0.6 pp +0.6 pp +9.3 pp
Truepoint, Inc. CIK 0001427748 0.954 160 221.4 4.9% 4 -0.1 pp -0.2 pp -0.3 pp +4.9 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 218.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 218.5 0.6% 4 -0.1 pp -0.0 pp +0.0 pp +0.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 209.7 2.0% 4 +0.2 pp +0.2 pp -0.5 pp +2.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 196.5 10.3% 4 -1.3 pp -1.0 pp -1.2 pp +10.3 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 188.9 5.8% 4 +0.6 pp +0.7 pp +0.5 pp +5.8 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 186.7 15.5% 4 -1.3 pp +0.2 pp +0.1 pp +15.5 pp
Foster Group, Inc. CIK 0001841544 0.874 318 181.6 5.4% 4 +0.1 pp +0.2 pp +0.1 pp +5.4 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 178.4 7.9% 4 -0.0 pp -0.1 pp -0.3 pp +7.9 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 171.0 4.8% 4 +1.0 pp +1.1 pp +1.2 pp +4.8 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 170.0 4.9% 4 -0.1 pp +0.3 pp +0.3 pp +4.9 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 166.2 10.0% 4 +0.5 pp +0.9 pp +1.4 pp +10.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 166.0 2.9% 4 +0.3 pp +0.7 pp +0.7 pp +2.9 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 164.7 2.0% 4 -0.0 pp -0.1 pp -1.1 pp +2.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 163.9 15.4% 6 +0.2 pp +0.2 pp -0.1 pp -0.4 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 162.7 2.3% 4 +0.1 pp +0.2 pp +0.2 pp +2.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 154.8 1.3% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 153.5 1.3% 4 -0.0 pp +0.1 pp +0.1 pp +1.3 pp
EASTERN BANK CIK 0001126395 0.668 1038 152.9 2.6% 4 +0.0 pp +0.1 pp +0.2 pp +2.6 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 149.8 7.9% 4 +0.4 pp +0.3 pp -0.2 pp +7.9 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 149.7 2.5% 4 +0.5 pp +0.6 pp +0.7 pp +2.5 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 147.7 9.6% 4 +0.5 pp +1.6 pp +1.8 pp +9.6 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 147.4 5.0% 4 +0.5 pp +0.7 pp +0.7 pp +5.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 146.7 0.8% 4 -1.8 pp -1.8 pp -1.7 pp +0.8 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 144.7 2.7% 4 +0.2 pp +0.3 pp +0.3 pp +2.7 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 144.7 7.6% 4 +0.6 pp +1.7 pp +1.7 pp +7.6 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 144.0 7.0% 4 -1.1 pp -0.8 pp -0.4 pp +7.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 143.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
JABODON PT CO CIK 0001594167 0.960 8 141.2 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 140.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 139.9 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
Keewaydin Investments LLC CIK 0002055512 0.915 18 139.5 44.0% 1 +44.0 pp +44.0 pp +44.0 pp +44.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 139.2 0.1% 4 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 137.9 5.7% 4 +0.1 pp +0.3 pp -0.1 pp +5.7 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 134.5 2.7% 4 +0.1 pp +0.1 pp -0.0 pp +2.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 133.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 132.3 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 130.7 1.9% 4 +1.7 pp +1.8 pp +1.8 pp +1.9 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 129.3 1.8% 4 +0.3 pp +0.5 pp +0.5 pp +1.8 pp
Fusion Family Wealth, LLC CIK 0001696209 0.940 50 127.0 9.5% 4 +0.3 pp +0.9 pp +0.6 pp +9.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 125.6 0.1% 4 -0.4 pp +0.1 pp -0.2 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 125.1 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 124.1 0.8% 4 -0.1 pp +0.8 pp -0.5 pp +0.8 pp
Apella Capital, LLC CIK 0001801507 0.827 695 121.2 1.8% 4 -0.3 pp -0.4 pp -0.2 pp +1.8 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 121.2 2.6% 4 +0.7 pp -1.6 pp -0.6 pp +2.6 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 117.9 2.3% 4 +0.3 pp +0.1 pp +0.1 pp +2.3 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 113.9 1.4% 4 +0.5 pp +0.5 pp +0.8 pp +1.4 pp
PDS Planning, Inc CIK 0000838618 0.712 609 111.6 7.4% 4 -0.0 pp +0.0 pp -0.1 pp +7.4 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 110.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 109.0 9.1% 4 +0.5 pp +0.8 pp +0.3 pp +9.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 105.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Midwest Trust Co CIK 0002077080 0.757 606 104.4 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
REBALANCE, LLC CIK 0001811052 0.941 103 101.9 5.9% 4 +0.0 pp +0.2 pp -0.1 pp +5.9 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 101.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 101.1 2.3% 4 -0.0 pp +0.1 pp +0.1 pp +2.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 99.9 0.9% 4 +0.7 pp +0.7 pp +0.7 pp +0.9 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 99.6 2.7% 4 +0.2 pp +0.3 pp +0.3 pp +2.7 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 99.6 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 99.3 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 99.0 6.1% 4 +0.3 pp +0.4 pp +0.7 pp +6.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 98.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 94.2 8.0% 4 -0.0 pp +0.2 pp -0.0 pp +8.0 pp
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Choate Investment Advisors CIK 0001399794 0.922 472 39.9 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 39.6 14.9% 4 -0.0 pp +0.3 pp +0.4 pp +14.9 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 39.6 8.5% 4 +0.1 pp +0.2 pp +0.2 pp +8.5 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 39.6 13.7% 4 +0.3 pp +0.4 pp +0.4 pp +13.7 pp
RPTC Inc. CIK 0001714450 0.937 7 39.4 6.9% 4 -0.4 pp -0.2 pp +0.1 pp +6.9 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 39.4 9.1% 4 +0.3 pp +0.5 pp +0.4 pp +9.1 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 39.3 4.0% 4 +0.2 pp -0.3 pp -0.4 pp +4.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 38.9 3.9% 4 +0.3 pp +0.8 pp +0.8 pp +3.9 pp
Ellevest, Inc. CIK 0001644128 0.537 469 38.8 5.4% 4 +0.1 pp +0.1 pp -0.1 pp +5.4 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 38.7 9.6% 4 -0.1 pp +0.5 pp -2.8 pp +9.6 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 38.5 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 38.4 2.2% 4 +0.3 pp +0.3 pp +0.4 pp +2.2 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 38.3 16.2% 4 -0.1 pp +0.2 pp +0.6 pp +16.2 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 38.1 2.8% 4 -0.2 pp +0.1 pp +0.2 pp +2.8 pp
Operose Advisors LLC CIK 0001909750 0.647 522 37.7 8.7% 4 +1.2 pp +2.2 pp +2.0 pp +8.7 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 37.7 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 37.3 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 37.2 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 37.0 0.3% 4 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 36.8 2.3% 4 +0.1 pp +0.2 pp +0.9 pp +2.3 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 36.8 5.8% 4 +0.8 pp +0.8 pp +1.3 pp +5.8 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 36.7 4.8% 4 +0.2 pp +0.3 pp +0.2 pp +4.8 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 36.6 7.6% 4 +0.5 pp +0.7 pp +0.6 pp +7.6 pp
Apriem Advisors CIK 0001425165 0.679 182 36.6 3.5% 4 +0.2 pp +0.2 pp -0.2 pp +3.5 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 36.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 36.5 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 36.3 1.2% 4 +0.9 pp +0.8 pp +0.8 pp +1.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 36.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 36.0 2.5% 4 +0.8 pp +0.8 pp +0.8 pp +2.5 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 35.9 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 35.8 13.0% 4 -0.7 pp +0.3 pp -1.0 pp +13.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 35.8 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 35.7 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 35.3 6.8% 4 +0.4 pp +1.2 pp +2.5 pp +6.8 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 35.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 35.0 8.0% 4 +0.2 pp +0.1 pp -0.3 pp +8.0 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 35.0 22.9% 4 +5.6 pp +6.5 pp +13.6 pp +22.9 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 34.7 1.9% 4 +0.2 pp +0.4 pp +0.5 pp +1.9 pp
INTRUST BANK NA CIK 0001034771 0.638 416 34.7 2.8% 4 -0.1 pp -0.1 pp -0.1 pp +2.8 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 34.6 5.4% 4 +0.2 pp +0.5 pp +1.4 pp +5.4 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 34.6 1.0% 1 +1.0 pp +1.0 pp -0.5 pp +1.0 pp
Cordant, Inc. CIK 0001830942 0.705 353 34.4 14.0% 4 +0.2 pp +0.4 pp +0.3 pp +14.0 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 34.3 5.6% 4 -2.3 pp -1.3 pp -0.6 pp +5.6 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 34.2 5.9% 4 +0.2 pp +0.2 pp +0.0 pp +5.9 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 34.1 0.9% 4 -0.2 pp -0.3 pp +0.3 pp +0.9 pp
CWM, LLC CIK 0001535847 0.788 5645 34.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 33.9 3.6% 4 -0.7 pp -1.4 pp -2.9 pp +3.6 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 33.9 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 33.7 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 33.7 1.9% 4 -1.0 pp -1.1 pp -1.2 pp +1.9 pp
VPR Management LLC CIK 0001894203 0.676 66 33.7 13.5% 4 -1.2 pp -0.9 pp -0.6 pp +13.5 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 33.7 2.7% 4 +0.4 pp +0.7 pp +0.7 pp +2.7 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 33.6 6.5% 4 -0.0 pp -0.2 pp -0.4 pp +6.5 pp
Axos Invest Inc. CIK 0002042928 0.763 20 33.5 25.3% 4 +2.0 pp +3.4 pp +4.4 pp +25.3 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 33.5 5.4% 4 -0.0 pp -0.5 pp -0.7 pp +5.4 pp
Abound Wealth Management CIK 0001950323 0.745 1359 33.5 7.6% 4 +0.2 pp -0.0 pp -0.4 pp +7.6 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 33.4 2.8% 4 +0.2 pp +0.2 pp +0.1 pp +2.8 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 33.3 3.4% 4 -0.1 pp +0.2 pp +0.3 pp +3.4 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 32.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Prosperity Advisers, LLC CIK 0002042930 0.778 44 32.8 27.2% 1 +27.2 pp +27.2 pp +27.2 pp +27.2 pp
NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 32.7 14.3% 2 +3.3 pp +14.3 pp +14.3 pp +14.3 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 32.7 10.3% 4 -0.4 pp -0.2 pp -1.1 pp +10.3 pp
Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 32.7 13.5% 4 +0.1 pp +0.2 pp +0.1 pp +13.5 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 32.7 1.8% 4 +0.0 pp +0.1 pp +0.1 pp +1.8 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 32.5 8.6% 4 +0.2 pp +0.3 pp +0.2 pp +8.6 pp
Aufman Associates Inc CIK 0001801573 0.746 67 32.5 15.9% 4 -0.6 pp -1.4 pp -2.2 pp +15.9 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 32.5 6.5% 4 +0.5 pp +1.1 pp +1.5 pp +6.5 pp
St. Louis Trust Co CIK 0001661144 0.000 125 32.4 3.8% 4 +0.1 pp +0.3 pp +0.2 pp +3.8 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 32.3 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 32.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 32.0 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
Tenret Co LLC CIK 0001874146 0.725 33 32.0 15.4% 4 +0.5 pp +1.1 pp +1.1 pp +15.4 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 31.7 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 31.6 1.9% 4 +0.0 pp +0.4 pp +0.4 pp +1.9 pp
Montis Financial, LLC CIK 0001844314 0.565 152 31.4 6.5% 4 -0.4 pp -0.8 pp -1.4 pp +6.5 pp
CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 31.3 8.7% 4 +0.2 pp +0.4 pp +0.3 pp +8.7 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 31.0 1.3% 4 +0.2 pp +0.3 pp +0.4 pp +1.3 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 31.0 9.1% 3 +4.7 pp +8.5 pp +9.1 pp +9.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 30.9 1.0% 4 +0.6 pp +0.6 pp +0.6 pp +1.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 30.9 1.0% 4 +0.1 pp +0.0 pp +0.0 pp +1.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 30.7 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Argent Trust Co CIK 0001625292 0.533 769 30.5 1.0% 4 +0.2 pp +0.3 pp +0.3 pp +1.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 30.5 0.7% 4 +0.1 pp +0.2 pp +0.1 pp +0.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 30.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 30.4 8.6% 4 +0.9 pp +2.6 pp +0.9 pp +8.6 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 29.6 1.9% 4 +0.0 pp +0.0 pp -0.1 pp +1.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 29.6 0.5% 6 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 29.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 29.5 2.6% 4 +0.1 pp +0.2 pp +0.1 pp +2.6 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 29.3 0.7% 4 +0.2 pp +0.2 pp -0.1 pp +0.7 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 29.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 29.2 1.2% 4 +0.1 pp +0.2 pp +0.3 pp +1.2 pp
MYECFO, LLC CIK 0001986457 0.711 73 29.2 12.2% 4 +0.5 pp +0.8 pp +0.8 pp +12.2 pp
Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 29.0 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
Level Financial Advisors CIK 0001871734 0.644 95 28.9 7.4% 4 +0.2 pp +0.4 pp +0.2 pp +7.4 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 28.9 8.0% 4 +3.2 pp +3.2 pp +3.2 pp +8.0 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 28.9 9.7% 4 -0.2 pp +0.2 pp +0.0 pp +9.7 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 28.8 8.6% 4 +0.1 pp +0.5 pp +0.5 pp +8.6 pp
Fiera Capital Corp CIK 0001505817 0.842 401 28.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 28.7 18.1% 4 -1.8 pp -0.4 pp -0.7 pp +18.1 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 28.7 5.7% 4 +0.4 pp +1.3 pp +2.6 pp +5.7 pp
71 West Capital Partners CIK 0002111530 0.838 382 28.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Heritage Trust Co CIK 0001706028 0.449 313 28.5 2.9% 4 +0.1 pp +0.2 pp +0.1 pp +2.9 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 28.4 9.5% 4 -2.7 pp -2.1 pp -3.5 pp +9.5 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 28.3 8.0% 4 +0.5 pp +0.8 pp +1.1 pp +8.0 pp
Kopp Family Office, LLC CIK 0001683689 0.751 29 28.2 19.4% 4 +0.7 pp +0.2 pp +0.8 pp +19.4 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 28.1 3.1% 4 -0.2 pp -0.3 pp -0.4 pp +3.1 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 28.1 7.2% 4 +1.2 pp +3.3 pp +2.9 pp +7.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 28.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 28.0 6.7% 4 -0.2 pp -0.2 pp -0.2 pp +6.7 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 27.9 16.5% 2 +0.7 pp +16.5 pp +16.5 pp +16.5 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.7 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 27.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 27.7 1.7% 4 +0.1 pp +0.1 pp +0.0 pp +1.7 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 27.5 2.5% 4 -0.0 pp -0.1 pp -0.2 pp +2.5 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 27.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 27.4 1.9% 4 +0.3 pp +0.4 pp +0.4 pp +1.9 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 27.4 3.3% 4 +3.2 pp +3.2 pp +3.2 pp +3.3 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 27.4 2.6% 4 +0.3 pp +0.4 pp +0.3 pp +2.6 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 27.3 1.5% 4 -0.1 pp -0.1 pp -0.3 pp +1.5 pp
Invst, LLC CIK 0001867587 0.314 343 27.2 3.1% 4 +0.1 pp +1.8 pp -0.1 pp +3.1 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 27.1 6.2% 4 +0.4 pp +1.2 pp +1.8 pp +6.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 27.1 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 26.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 26.7 2.3% 4 +0.1 pp +0.2 pp +0.1 pp +2.3 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 26.7 0.5% 4 -0.3 pp +0.4 pp +0.4 pp +0.5 pp
Prime Buchholz LLC CIK 0002051999 0.271 40 26.7 14.0% 4 -1.4 pp -0.6 pp +5.8 pp +14.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 26.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 26.6 5.6% 4 +0.7 pp +0.9 pp +1.1 pp +5.6 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 26.6 4.7% 4 -0.1 pp +0.0 pp -0.1 pp +4.7 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 26.5 1.7% 4 +0.2 pp +0.3 pp +0.4 pp +1.7 pp
TrustBank CIK 0002107256 0.632 175 26.3 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Balentine LLC CIK 0001586678 0.932 243 25.8 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 25.8 2.2% 4 +0.1 pp +0.1 pp +0.1 pp +2.2 pp
Stephenson & Company, Inc. CIK 0002001544 0.800 50 25.7 13.9% 4 +0.3 pp +0.4 pp +0.5 pp +13.9 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 25.5 7.5% 4 +0.2 pp +0.4 pp +0.2 pp +7.5 pp
Simmons Bank CIK 0001674486 0.467 369 25.5 1.7% 4 +0.0 pp +0.1 pp +0.0 pp +1.7 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 25.4 1.0% 4 +0.1 pp +0.5 pp +0.6 pp +1.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 25.4 0.6% 4 -0.5 pp +0.3 pp +0.6 pp +0.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 25.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 25.0 10.6% 1 +10.6 pp +10.6 pp +1.0 pp +10.6 pp
Plancorp, LLC CIK 0001599579 0.797 425 25.0 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 24.9 1.7% 4 -0.2 pp -0.3 pp -0.4 pp +1.7 pp
Rossmore Private Capital CIK 0001733082 0.520 340 24.8 2.2% 4 -0.0 pp -0.0 pp -0.1 pp +2.2 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 24.7 14.1% 5 +2.5 pp +5.6 pp +7.8 pp +10.2 pp
Waterford Advisors, LLC CIK 0001960657 0.806 64 24.6 7.8% 4 -1.7 pp -0.3 pp -0.2 pp +7.8 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 24.2 8.3% 4 +0.1 pp +0.1 pp +0.2 pp +8.3 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 24.2 3.0% 4 +0.1 pp +0.4 pp +0.6 pp +3.0 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 24.2 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 24.1 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 24.0 6.3% 4 -0.2 pp +1.0 pp -0.8 pp +6.3 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 23.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 23.9 1.2% 4 +0.0 pp -0.2 pp +0.4 pp +1.2 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 23.9 11.2% 4 +0.3 pp +0.1 pp +0.3 pp +11.2 pp
Hudock, Inc. CIK 0001543536 0.674 217 23.8 3.5% 4 -0.1 pp -0.0 pp -0.1 pp +3.5 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 23.7 6.3% 4 +0.3 pp +0.8 pp +1.0 pp +6.3 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 23.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 23.7 9.7% 4 +0.4 pp +0.8 pp +0.6 pp +9.7 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 23.6 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 23.6 1.4% 4 +0.1 pp +0.4 pp +0.0 pp +1.4 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 23.5 11.9% 4 +8.6 pp +8.8 pp +9.4 pp +11.9 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 23.3 4.5% 4 +0.2 pp -0.3 pp -0.2 pp +4.5 pp
KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 23.3 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 23.3 13.4% 4 +0.0 pp +0.5 pp +0.3 pp +13.4 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 23.2 9.4% 4 -0.2 pp -0.2 pp -0.6 pp +9.4 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 23.1 15.9% 4 +1.4 pp +3.1 pp +3.3 pp +15.9 pp
Advisor OS, LLC CIK 0001767580 0.509 586 23.1 1.7% 4 -0.5 pp -0.4 pp -0.4 pp +1.7 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 23.1 4.6% 4 +0.2 pp +0.5 pp +0.3 pp +4.6 pp
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Aspire Private Capital, LLC CIK 0001767340 0.395 175 21.0 4.7% 4 -0.0 pp -0.2 pp -0.2 pp +4.7 pp
HT Partners LLC CIK 0001552999 0.865 53 21.0 6.3% 4 +0.7 pp +0.7 pp +1.2 pp +6.3 pp
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Vilga Financial Planning LLC CIK 2083456 0.364 93 20.3 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 20.3 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
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Thayer Partners, LLC / MA CIK 0002010185 0.568 100 20.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
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CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 18.5 8.0% 6 +0.0 pp -0.2 pp -0.8 pp -1.3 pp
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True North Advisors, LLC CIK 0001634556 0.493 291 18.3 2.1% 2 +0.7 pp +2.1 pp +2.0 pp +2.1 pp
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ADE, LLC CIK 0001845950 0.661 93 18.1 8.7% 4 +0.5 pp +0.7 pp +0.6 pp +8.7 pp
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VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.9 2.7% 4 +0.1 pp +0.2 pp +0.2 pp +2.7 pp
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Cerity Partners OCIO LLC CIK 0001519611 0.571 28 8.6 0.5% 4 -0.5 pp -0.3 pp +0.1 pp +0.5 pp
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JHP Wealth Management, LLC CIK 0002110669 0.695 40 7.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
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SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 0.854 19 3.9 2.1% 4 +0.3 pp +0.4 pp +0.2 pp +2.1 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 3.9 2.4% 4 -0.0 pp +0.3 pp +0.2 pp +2.4 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 3.9 1.7% 4 +0.2 pp +0.4 pp +0.6 pp +1.7 pp
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Shepherd Financial Partners LLC CIK 0001696628 0.545 256 3.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 3.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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ROCKLAND TRUST CO CIK 0000084616 0.643 317 3.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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JT Stratford LLC CIK 0001689013 0.376 321 3.8 0.5% 4 +0.0 pp -0.2 pp -0.2 pp +0.5 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.8 2.2% 5 -0.2 pp -0.0 pp -0.9 pp -0.8 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 3.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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Gray Private Wealth, LLC CIK 0001928877 0.838 58 3.8 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 3.7 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 3.7 2.9% 4 +0.0 pp +0.9 pp +1.3 pp +2.9 pp
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Elm Partners Management LLC CIK 0001743941 0.865 161 3.7 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
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Ascentis Independent Advisors CIK 0001845003 0.000 355 3.7 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
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Pacific Park Financial, Inc. CIK 0002107255 0.307 77 3.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 3.7 1.3% 4 -0.1 pp -3.5 pp -3.8 pp +1.3 pp
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Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 3.6 1.1% 4 -0.0 pp -0.1 pp -0.3 pp +1.1 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 3.6 1.1% 4 -0.0 pp -0.0 pp +0.0 pp +1.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 3.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 3.6 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
WP Advisors, LLC CIK 0001697796 0.593 119 3.6 0.9% 4 +0.6 pp +0.7 pp +0.6 pp +0.9 pp
Frankly Finances, LLC CIK 0002096338 0.520 90 3.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Aureus Asset Management, LLC CIK 0001381296 0.572 239 3.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.6 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
General Partner, Inc. CIK 0001800508 0.326 167 3.6 2.2% 4 +0.2 pp +0.3 pp +0.3 pp +2.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 3.5 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
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PFG Advisors CIK 0001694435 0.248 791 3.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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AMG National Trust Bank CIK 0001388829 0.744 439 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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JDM Financial Group LLC CIK 0001960212 0.638 332 3.5 1.3% 4 +0.0 pp -0.0 pp -0.2 pp +1.3 pp
Firestone Capital Management CIK 0001799964 0.602 168 3.4 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
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Boston Trust Walden Corp CIK 0001534866 0.673 396 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 1.7 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
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IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +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 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -2.3 pp -2.3 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
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -3.6 pp -3.8 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -6.4 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -2.1 pp -2.1 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -8.3 pp -8.2 pp +0.0 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -1.5 pp -1.4 pp -1.5 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
MY Wealth Management Inc. CIK 0001827845 0.000 46 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 -23.8 pp -23.2 pp -24.1 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
Guardian Partners Inc. CIK 0001884799 0.412 391 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.7 pp -0.5 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 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
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -9.4 pp -9.8 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.4 pp -0.4 pp -0.2 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -2.4 pp -2.5 pp -2.8 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.5 pp -0.5 pp -0.4 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ebor Charitable Trust CIK 0001802837 0.000 4 0.0 0.0% 0 +0.0 pp +0.0 pp -24.5 pp +0.0 pp
SMART Wealth LLC CIK 0002044723 0.032 222 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.0 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
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -7.2 pp -7.3 pp -7.5 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 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 -0.1 pp -0.1 pp -0.1 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
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.4 pp -0.2 pp -0.3 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -3.0 pp -3.0 pp +0.0 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 -3.3 pp -4.4 pp -4.2 pp +0.0 pp
Nexus Investment Management ULC CIK 0001476329 0.664 72 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -1.7 pp -1.7 pp -1.7 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
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SFI Advisors, LLC CIK 0001911308 0.252 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.9 pp -0.8 pp -0.3 pp +0.0 pp
Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -7.5 pp -7.4 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cambridge Financial Group, LLC CIK 0002085256 0.513 155 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 +0.0 pp -1.4 pp -1.2 pp -1.1 pp
Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -3.4 pp -4.9 pp -0.1 pp
MCDANIEL TERRY & CO CIK 0001104366 0.709 81 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp -5.8 pp -4.8 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 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
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -1.4 pp -1.2 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
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
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 -0.6 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
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
14B Captial Management LP CIK 0002009911 0.330 18 0.0 0.0% 0 -0.7 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
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -6.8 pp +0.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -1.6 pp -1.5 pp -1.6 pp +0.0 pp
Marotta Asset Management CIK 0001802091 0.618 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 +0.0 pp -10.3 pp -8.9 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
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 (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