Signals

← Signals

☆VIGI

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

Flow ranking

Rank#23720
Score / z-0.369 / -0.49
Consensus189.41 over 360 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 547.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 434.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 337.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 166.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 165.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 126.4 0.1% 1 +0.1 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 113.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 106.6 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 103.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 87.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 72.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 70.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 63.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 56.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 51.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 47.6 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 46.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 38.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 36.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 33.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 30.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 28.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 27.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 26.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 23.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 23.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 21.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 21.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 21.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 20.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 20.1 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 18.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 15.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 15.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 13.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 13.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 12.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Human Investing LLC CIK 0001767513 0.861 105 12.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 12.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 12.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 11.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 10.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 10.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 10.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 10.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 10.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 10.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 9.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 9.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 9.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 9.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 9.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 8.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 8.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 8.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 7.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 7.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 7.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 7.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 7.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ariston Services Group CIK 0001743859 0.678 70 7.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆BAXTER BROS INC CIK 0001096783 0.532 172 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 7.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 7.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 6.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 6.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 5.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆American Trust CIK 0001905128 0.729 334 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 5.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 5.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 5.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 4.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 4.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 4.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 4.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Oak Root LLC CIK 0002027377 0.950 10 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 4.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 4.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 4.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 3.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.2 0.8% 2 -0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 3.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BFSG, LLC CIK 0001706836 0.376 765 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 2.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 1.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OMC Financial Services LTD CIK 0002026391 0.472 61 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Finward Bancorp (FNWD) CIK 0000919864 0.243 107 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.449 313 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hendershot Investments Inc. CIK 0001541496 0.645 134 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.7 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.7 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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 0.7 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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blossom Wealth Management CIK 0001839735 0.252 72 0.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆City State Bank CIK 0001910666 0.322 809 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lafayette Investments, Inc. CIK 0001308377 0.521 162 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens Business Bank CIK 0001948632 0.474 139 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phraction Management LLC CIK 0001907803 0.444 65 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Capital Partners, LLC CIK 0001731216 0.226 72 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOMERVILLE KURT F CIK 0001215208 0.429 97 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 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
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -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
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 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 -0.1 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 VIGI). Qtrs Held counts distinct quarters this fund has actually held VIGI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VIGI position size. Δ columns are the percentage-point change in VIGI'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