Signals

← Signals

☆VMBS

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

Flow ranking

Rank#1158
Score / z0.051 / 0.05
Consensus206.27 over 398 funds
Momentumnot computed

Price & positioning

225 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 2,463.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2,301.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 976.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 467.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 399.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 332.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 299.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 282.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 271.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 263.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 230.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 213.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 191.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 164.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 160.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 152.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 106.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 100.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 100.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 79.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 76.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 73.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 69.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 66.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 57.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 57.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 54.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 48.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 47.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 45.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 45.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 44.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 43.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 42.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 39.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 39.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 39.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 35.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 33.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 29.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 29.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 28.7 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 28.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 27.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 27.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 26.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 25.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 23.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 22.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 22.5 0.1% 1 +0.1 pp +0.1 pp +0.1 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 22.3 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 21.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 21.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 21.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 21.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bell Bank CIK 0001002672 0.895 195 20.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 19.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 19.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 18.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 17.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 16.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 16.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 16.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 15.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 15.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 15.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 15.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 15.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 15.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 15.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 14.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 14.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 14.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 13.9 4.9% 3 -0.2 pp +0.0 pp +4.9 pp +4.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 13.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 13.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 13.1 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
☆Family CFO Inc CIK 0001911695 0.752 47 12.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 12.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 11.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 11.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 11.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 11.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 10.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 10.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 9.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 9.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 9.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 9.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 9.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 8.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 8.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 8.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 8.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 8.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 7.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 7.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 7.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 7.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 7.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 7.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 6.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SWS Partners CIK 0001731731 0.307 108 6.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 6.2 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chandler Asset Management, Inc. CIK 0001665018 0.924 21 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 5.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 5.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 5.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 5.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 5.1 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 5.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.0 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 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.9 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 4.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 4.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆SECURITY BENEFIT LIFE INSURANCE CO /KS/ CIK 0000869772 0.854 19 4.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 4.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 4.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 4.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 3.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 3.1 1.2% 3 +0.5 pp +0.5 pp +1.2 pp +1.2 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 3.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 2.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 2.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 2.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seek First Inc. CIK 0002060504 0.523 67 2.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆City State Bank CIK 0001910666 0.322 809 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 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 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CONNING INC. CIK 0000801051 0.496 327 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 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 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HT Partners LLC CIK 0001552999 0.865 53 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CULTIVAR CAPITAL, INC. CIK 0001989476 0.774 40 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHAYNE & JACOBS, LLC CIK 0001484085 0.610 101 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 1 +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
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoffe Investment Management, LLC CIK 0002056336 0.125 113 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCWM, LLC CIK 0001542165 0.322 57 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J. L. Bainbridge & Co., Inc. CIK 0001742315 0.796 111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 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
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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
☆EASTERN BANK CIK 0001126395 0.668 1038 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 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
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 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% 1 +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% 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
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 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
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 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
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -2.1 pp -1.4 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 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 VMBS). Qtrs Held counts distinct quarters this fund has actually held VMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VMBS position size. Δ columns are the percentage-point change in VMBS'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