Signals

VGT

1740 in-universe funds with a nonzero position in VGT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#732
Score / z0.176 / 0.21
Consensus598.17 over 1191 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+42% / 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 10,214.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,107.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 1,361.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,191.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,016.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 806.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 557.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 518.3 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 487.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 482.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 454.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 438.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 272.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 251.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 244.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 212.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 210.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 181.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 171.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 166.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 140.6 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 140.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 135.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 128.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 121.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 119.2 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 106.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 98.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 98.4 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 95.3 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 94.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 93.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 86.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 86.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 79.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 77.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 72.9 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 68.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 65.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 61.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Spire Wealth Management CIK 0001858740 0.515 2226 60.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 59.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 59.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 58.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 54.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 54.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 54.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 51.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 50.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 49.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 48.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 45.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 44.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 44.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 43.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 43.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 42.8 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 42.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 42.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIL Ltd CIK 0000318989 0.878 1140 41.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 40.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 40.1 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 39.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 39.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 39.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 37.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 36.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 35.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 35.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 33.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 33.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Marotta Asset Management CIK 0001802091 0.618 103 33.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
CW Advisors, LLC CIK 0001904976 0.000 0 33.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 32.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 32.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 32.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 30.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 28.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 28.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 28.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 27.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 27.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 27.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 27.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 26.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 25.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 25.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 25.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealth Group Ltd CIK 0002010748 0.858 95 25.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 25.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 24.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 24.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 24.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 23.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 23.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 22.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 22.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 22.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 22.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 22.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 22.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 21.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 21.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 20.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 20.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 19.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 19.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 19.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 19.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 19.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 18.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 18.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 18.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 18.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 18.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 18.0 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 17.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 17.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 17.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 17.1 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
Curi Capital, LLC CIK 0001332905 0.548 888 17.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 17.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 17.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 16.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 16.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 16.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 16.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 16.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 16.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Kinloch Capital, LLC CIK 0001818557 0.119 79 16.0 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
NRI Wealth Management LC CIK 0002027950 0.718 31 15.7 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 15.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 15.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 15.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
KWMG, LLC CIK 0001633024 0.515 153 15.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 15.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 14.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FCA CORP /TX CIK 0001166402 0.236 203 14.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 14.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 14.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 14.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 14.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 14.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 14.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 13.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 13.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 13.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 13.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 13.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 13.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 13.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 13.2 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 13.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 12.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 12.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 12.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Certified Advisory Corp CIK 0001731732 0.386 327 12.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 12.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 12.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 12.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 12.3 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First PREMIER Bank CIK 0001653926 0.233 358 11.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 11.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
BOKF, NA CIK 0000009634 0.752 1160 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 11.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 11.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Planning LLC CIK 0001790688 0.562 88 11.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
BIP Alliance, LLC CIK 0002056367 0.797 49 11.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 11.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 11.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 11.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 11.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 10.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 10.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 10.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Haverford Trust Co CIK 0000842941 0.805 424 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Systelligence, LLC CIK 0001882691 0.094 62 10.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 10.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 10.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 10.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 10.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 10.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
BARINGS LLC CIK 0000009015 0.845 191 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 10.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 10.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 10.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 10.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 10.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 9.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.6 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 9.5 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 9.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 9.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 9.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Main Management LLC CIK 0001583092 0.804 95 9.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 9.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 9.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
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&PARTNERS CIK 0000107136 0.806 2509 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 8.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 8.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 8.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 8.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 8.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 8.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 8.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 7.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 7.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
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D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 7.5 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
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Proficio Capital Partners LLC CIK 0001654175 0.230 690 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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CHOREO, LLC CIK 0001679031 0.797 1690 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 6.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Curated Wealth Partners LLC CIK 0001781284 0.789 241 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Symphony Financial Services, Inc. CIK 0002031979 0.432 105 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Clarius Group, LLC CIK 0001664214 0.831 384 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TSFG, LLC CIK 0001800513 0.413 891 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GPM Growth Investors, Inc. CIK 0001799367 0.334 43 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
tru Independence LLC CIK 0001785445 0.641 108 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Smith Asset Management Co., LLC CIK 0002068217 0.253 70 2.5 2.2% 2 +0.7 pp +2.2 pp +2.2 pp +2.2 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Busey Bank CIK 0001427202 0.741 388 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
W ADVISORS, LLC CIK 0001929907 0.304 153 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 2.1 0.8% 3 +0.1 pp -0.0 pp +0.8 pp +0.8 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVIS R M INC CIK 0000891287 0.824 280 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Financial Group, LTD CIK 0001905669 0.242 119 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPWM LLC CIK 0001801101 0.514 98 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Rolek Wealth Management LLC CIK 0002051339 0.833 23 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
National Philanthropic Trust CIK 0001785342 0.575 409 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Retireful, LLC CIK 0001919176 0.005 81 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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McGuire Investment Group, LLC CIK 0001756959 0.445 137 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
One Day In July LLC CIK 0001823172 0.854 167 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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PFG Investments, LLC CIK 0001973224 0.437 1295 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Round Rock Advisors LLC CIK 0001846991 0.524 318 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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Affiance Financial, LLC CIK 0001723681 0.836 110 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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American Trust CIK 0001905128 0.729 334 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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LM Advisors LLC CIK 0002011314 0.053 224 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Gryphon Financial Partners LLC CIK 0001729094 0.620 381 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Arlington Trust Co LLC CIK 0001997685 0.934 846 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Secure Asset Management, LLC CIK 0001800692 0.269 320 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Private Wealth Advisors, LLC CIK 0001787027 0.120 81 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Choate Investment Advisors CIK 0001399794 0.922 472 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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SYM FINANCIAL Corp CIK 0000764739 0.741 530 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bonfire Financial CIK 0001762539 0.560 60 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
2UniFi Bank CIK 0002040900 0.000 0 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bell Bank CIK 0001002672 0.895 195 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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CX Institutional CIK 0001737089 0.437 1568 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Eagle Strategies LLC CIK 0001907666 0.384 273 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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TFB Advisors LLC CIK 0001965201 0.232 190 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 0.540 106 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Parkside Advisors LLC CIK 0001585550 0.762 89 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Lynx Investment Advisory CIK 0002028812 0.063 230 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.246 316 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 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 -0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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 VGT). Qtrs Held counts distinct quarters this fund has actually held VGT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VGT position size. Δ columns are the percentage-point change in VGT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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