Signals

← Signals

☆VIS

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

Flow ranking

Rank#21535
Score / z0.000 / -0.02
Consensus230.20 over 414 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 1,225.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 314.5 4.9% 4 +0.6 pp +0.8 pp -0.3 pp +4.9 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 267.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 200.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 117.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 101.5 5.7% 4 +0.1 pp +0.1 pp -0.9 pp +5.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 91.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 84.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 78.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 52.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 49.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 45.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 44.4 6.2% 4 +0.2 pp +0.0 pp -0.0 pp +6.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 34.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 27.1 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 22.9 0.9% 4 +0.0 pp +0.9 pp +0.8 pp +0.9 pp
☆Harfst & Associates, Inc. CIK 0001649147 0.714 124 22.6 4.0% 4 +0.4 pp +0.3 pp +0.2 pp +4.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 16.1 2.1% 4 +0.0 pp -0.2 pp -0.2 pp +2.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 15.5 4.1% 4 -0.1 pp -0.9 pp -1.6 pp +4.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 15.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 13.8 2.4% 4 +0.1 pp -0.1 pp -0.3 pp +2.4 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 13.5 2.9% 4 +0.1 pp +0.2 pp +0.2 pp +2.9 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 11.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.7 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.7 0.0% 4 +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 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 10.5 4.3% 1 +4.3 pp +4.3 pp +2.3 pp +4.3 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 10.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 8.6 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 8.1 2.0% 4 -0.9 pp +0.2 pp -2.3 pp +2.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 7.6 0.6% 4 +0.1 pp +0.1 pp +0.3 pp +0.6 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 7.4 1.7% 4 +0.1 pp +0.0 pp -0.0 pp +1.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 6.8 4.6% 4 +0.2 pp -0.2 pp -0.2 pp +4.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 6.0 2.1% 4 -0.0 pp -0.0 pp -0.3 pp +2.1 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 5.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 5.5 1.6% 4 +0.2 pp +0.1 pp +0.2 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.4 0.0% 4 +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 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 5.3 2.0% 4 +0.0 pp -0.0 pp -0.1 pp +2.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 5.3 0.0% 4 -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 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 5.0 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 4.8 2.1% 4 -0.5 pp -0.5 pp -0.3 pp +2.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bonfire Financial CIK 0001762539 0.560 60 4.2 3.2% 4 -0.3 pp -0.3 pp -0.3 pp +3.2 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 4.2 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 4.1 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 4.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 4.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 4.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 3.8 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 3.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 3.7 0.9% 4 +0.0 pp -0.9 pp -0.9 pp +0.9 pp
☆Addison Capital Co CIK 0001581465 0.464 184 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.6 2.1% 4 -0.0 pp -0.1 pp -0.3 pp +2.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Joule Financial, LLC CIK 0001929070 0.730 116 3.5 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 3.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 3.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 3.0 1.2% 4 +0.2 pp +0.3 pp +0.3 pp +1.2 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 2.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 2.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.9 0.4% 4 -0.1 pp +0.0 pp -0.2 pp +0.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Calder Financial LLC CIK 0002106810 0.520 43 2.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 2.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 2.6 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 2.5 2.1% 5 +0.4 pp +0.7 pp +0.9 pp +1.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆RCW Management, LLC CIK 0002104402 0.332 68 2.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.2 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 2.1 0.7% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 2.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 2.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 2.1 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 2.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.7 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 1.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 1.5 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MontVue Capital Management, Inc. CIK 0002008758 0.592 78 1.4 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC CIK 0001015877 0.168 84 1.3 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.2 0.6% 4 +0.0 pp -0.2 pp -0.3 pp +0.6 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 1.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RBA Wealth Management, LLC CIK 0001776296 0.150 80 1.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 1.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 1.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 1.1 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.0 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 0.594 176 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eagle Capital Management, LLC CIK 0001600746 0.615 50 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 0.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Simmons Bank CIK 0001674486 0.467 369 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Eagle Wealth Advisors LLC CIK 0002107271 0.212 100 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHRISTINE MESSMER PC CIK 0002097609 0.479 86 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.8 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.8 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.7 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.7 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.7 0.3% 4 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.6 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 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 0.5 0.2% 4 -0.4 pp -0.5 pp -0.4 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.5 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.5 0.2% 4 +0.0 pp -0.1 pp -0.7 pp +0.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.4 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WULFF, HANSEN & CO. CIK 0000108634 0.091 109 0.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.4 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 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rare Wolf Capital LLC CIK 0002105393 0.160 120 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guardian Capital, LLC CIK 0002083963 0.172 79 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Athena Investment Management CIK 0001921093 0.240 132 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthLanding Financial Partners, LLC CIK 0001655982 0.731 45 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.3 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.3 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Progressive Investment Management Corp CIK 0001353318 0.535 56 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JM2 Capital Inc. CIK 0002103359 0.210 121 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.375 110 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LUTS & GREENLEIGH GROUP, INC. CIK 0001967844 0.302 105 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.2 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆AMERICAN ASSET MANAGEMENT INC. CIK 0001569454 0.726 33 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYBAN CIK 0002110649 0.250 595 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.1 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 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% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 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% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Miller Capital Partners, Inc. CIK 0002111377 0.283 255 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp -0.1 pp -0.3 pp -0.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 -1.4 pp -1.4 pp -3.4 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 VIS). Qtrs Held counts distinct quarters this fund has actually held VIS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VIS position size. Δ columns are the percentage-point change in VIS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status