Signals

VO

2106 in-universe funds with a nonzero position in VO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#49
Score / z3.481 / 4.44
Consensus679.95 over 1314 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6,934.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5,855.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 4,828.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 2,352.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 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 2,250.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,884.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,838.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,588.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,187.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 971.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 898.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 830.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 717.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 647.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 600.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 478.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 466.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 438.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 426.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 400.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 371.0 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 340.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 290.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 263.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 258.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 243.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 237.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 223.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 214.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 204.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 193.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 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 190.1 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 182.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 171.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 166.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 166.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 157.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 150.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 150.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 149.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 147.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 134.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 134.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 133.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 119.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 118.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 118.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 113.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 113.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 113.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 112.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 111.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Choate Investment Advisors CIK 0001399794 0.922 472 109.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 103.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 103.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 102.5 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 101.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 96.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 93.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 90.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 87.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 85.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
National Philanthropic Trust CIK 0001785342 0.575 409 84.7 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 81.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 77.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 76.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 75.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 72.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 71.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 71.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 70.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 70.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 67.1 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 66.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 64.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 63.3 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 63.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 62.5 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 61.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PDS Planning, Inc CIK 0000838618 0.712 609 61.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
CX Institutional CIK 0001737089 0.437 1568 56.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 56.5 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
COMERICA BANK CIK 0000901541 0.812 3711 55.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 55.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
&PARTNERS CIK 0000107136 0.806 2509 54.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 53.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 52.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 51.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 48.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
New Hampshire Trust CIK 0001961742 0.436 176 48.7 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 48.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 47.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 46.7 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 46.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 45.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 45.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 44.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Performa Ltd (US), LLC CIK 0001650303 0.771 49 44.6 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 44.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 43.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 43.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 43.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 43.1 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 42.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 42.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
AMG National Trust Bank CIK 0001388829 0.744 439 40.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 39.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
IFC Advisors LLC CIK 0002053348 0.691 179 39.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 39.3 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 38.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 37.8 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 37.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Fidato Wealth LLC CIK 0001711360 0.883 14 36.7 26.2% 1 +26.2 pp +26.2 pp +26.2 pp +26.2 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 36.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TL Private Wealth CIK 0001802868 0.876 54 36.2 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 35.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 35.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 35.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 35.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
SP Asset Management LLC CIK 0001962086 0.688 137 35.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
GenTrust, LLC CIK 0001697110 0.832 201 35.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 34.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 34.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 34.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 34.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
American Trust CIK 0001905128 0.729 334 33.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 32.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 32.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 32.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 32.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Pandi, LLC CIK 0002058702 0.955 4 32.4 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 31.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 30.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 30.3 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 29.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 29.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 29.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 29.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 29.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 29.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 29.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 29.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 28.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 28.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 28.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 28.7 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 27.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 27.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 27.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 27.3 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
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VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 11.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 11.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 11.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 11.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 11.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 11.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Aries Wealth Management CIK 0001729515 0.425 242 11.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 11.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 11.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Arkos Global Advisors CIK 0001769089 0.805 124 11.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 11.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Bank of New Hampshire CIK 0001870761 0.280 537 11.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 11.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 11.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Rossmore Private Capital CIK 0001733082 0.520 340 11.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 11.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
F/m Investments LLC CIK 0001834499 0.385 354 11.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 11.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
BAILARD, INC. CIK 0000750641 0.578 763 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 11.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 11.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 11.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 10.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 10.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 10.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 10.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
David Kennon Inc CIK 0001954126 0.575 45 10.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 10.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 10.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Horizons Wealth Management CIK 0001943228 0.557 166 10.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Field & Main Bank CIK 0001594492 0.202 271 10.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 10.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 10.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 10.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 10.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 10.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Addis & Hill, Inc CIK 0002016470 0.789 29 10.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Avion Wealth CIK 0001792704 0.773 1750 10.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Curi Capital, LLC CIK 0001332905 0.548 888 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Grove Bank & Trust CIK 0001662212 0.546 886 10.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 10.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 10.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 10.0 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 9.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 9.8 6.1% 3 +0.0 pp -0.2 pp +6.1 pp +6.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 9.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 9.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 9.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 9.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 9.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 9.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 9.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 9.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 9.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SFM, LLC CIK 0002064225 0.428 69 9.3 6.0% 3 -0.9 pp -1.0 pp +6.0 pp +6.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 9.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Capital Planning LLC CIK 0001790688 0.562 88 9.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 9.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
FLC Capital Advisors CIK 0001713697 0.549 229 9.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 9.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 9.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 9.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 9.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 9.0 4.2% 2 +1.2 pp +4.2 pp +4.2 pp +4.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 9.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC CIK 0000885415 0.522 180 8.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 8.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 8.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 8.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 8.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 8.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 8.7 8.1% 2 -0.3 pp +8.1 pp +8.1 pp +8.1 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 8.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 8.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 8.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caldwell Trust Co CIK 0002080218 0.488 811 8.7 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 8.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 8.6 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 8.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 8.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 8.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 8.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 8.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
UNITED BANK CIK 0001286478 0.652 130 8.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 8.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 8.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 8.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 8.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 8.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 8.2 3.6% 2 -0.5 pp +3.6 pp +3.6 pp +3.6 pp
XML Financial, LLC CIK 0001800465 0.420 447 8.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 8.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 8.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 8.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 8.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 8.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 7.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 7.9 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 7.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 7.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 7.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 7.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 7.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Optas, LLC CIK 0001802961 0.460 494 7.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 7.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 7.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 7.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 7.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 7.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 7.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 7.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Creekside Partners CIK 0002035951 0.343 193 7.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
CW Advisors, LLC CIK 0001904976 0.000 0 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Randall & Associates Wealth Management CIK 0002011901 0.473 52 7.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 7.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 7.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STEPH & CO CIK 0000941519 0.731 283 7.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 7.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 7.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 7.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RFG HOLDINGS, INC. CIK 0001845210 0.763 87 7.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 7.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 7.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 6.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 6.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 6.9 5.3% 2 +0.3 pp +5.3 pp +5.3 pp +5.3 pp
Ellevest, Inc. CIK 0001644128 0.537 469 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 6.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Envision Financial LLC CIK 0002051355 0.578 48 6.8 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 6.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Continuum Advisory, LLC CIK 0001846532 0.320 1986 6.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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SCS Capital Management LLC CIK 0001303159 0.917 485 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 3.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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IFS Advisors, LLC CIK 0001765617 0.782 220 3.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.201 152 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 3.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
First American Bank CIK 0001291422 0.677 205 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 3.6 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 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Diversified Trust Co CIK 0001479844 0.817 1115 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Rockingstone Advisors LLC CIK 0002027176 0.225 115 3.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boyd Wealth Management, LLC CIK 0001846114 0.523 47 3.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 3.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sepio Capital, LP CIK 0001751412 0.794 346 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
City State Bank CIK 0001910666 0.322 809 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 3.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
GoalFusion Wealth Management, LLC CIK 0001895678 0.854 32 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 3.2 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Beckerman Institutional, LLC CIK 0002043468 0.343 124 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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BCM ADVISORS, LLC CIK 0001373017 0.761 80 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 3.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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CWS Financial Advisors, LLC CIK 0001802459 0.573 171 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Scott & Selber, Inc. CIK 0001315269 0.412 91 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Balentine LLC CIK 0001586678 0.932 243 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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FreeGulliver LLC CIK 0002032561 0.536 123 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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TRUST CO OF VERMONT CIK 0001134008 0.582 1154 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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PFW Advisors LLC CIK 0001989744 0.585 124 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wells Financial Advisors INC CIK 0001844454 0.000 42 2.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Northern Capital Management, Inc. CIK 0001581794 0.845 55 2.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Aureus Asset Management, LLC CIK 0001381296 0.572 239 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 2.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
REDW Wealth LLC CIK 0001688931 0.503 104 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Patten Group, Inc. CIK 0001633207 0.286 325 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRITONPOINT WEALTH, LLC CIK 0002008171 0.505 281 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ERn Financial, LLC CIK 0001768302 0.529 161 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Essex Bank CIK 0001752212 0.260 318 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 2.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 2.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Asset Management CIK 0001585047 0.434 168 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 2.0 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
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Leelyn Smith, LLC CIK 0001777817 0.480 157 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Crewe Advisors LLC CIK 0001730033 0.734 1135 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Petix & Botte Co CIK 0001803255 0.507 144 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Reliant Investment Partners, LLC CIK 0002069207 0.225 126 2.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maia Wealth LLC CIK 0002010858 0.212 354 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Keystone Global Partners, LLC CIK 0001764057 0.509 57 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sachetta, LLC CIK 0002010574 0.327 1025 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Plancorp, LLC CIK 0001599579 0.797 425 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Next Level Private LLC CIK 0001910366 0.538 174 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Harbor Group, Inc. CIK 0001840486 0.638 115 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Royal Fund Management, LLC CIK 0001810099 0.176 273 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Camelot Portfolios, LLC CIK 0001569766 0.081 196 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Plan A Wealth LLC CIK 0002093645 0.507 194 1.7 1.0% 2 -1.0 pp +1.0 pp +1.0 pp +1.0 pp
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VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Vident Advisory, LLC CIK 0001744347 0.598 1911 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Advisor OS, LLC CIK 0001767580 0.509 586 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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FDx Advisors, Inc. CIK 0001566601 0.342 179 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
StrongBox Wealth, LLC CIK 0001812155 0.388 267 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BankPlus Wealth Management LLC CIK 0002051117 0.453 126 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Brookwood Investment Group LLC CIK 0002066812 0.242 513 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blossom Wealth Management CIK 0001839735 0.252 72 1.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Values Added Financial LLC CIK 0001973921 0.422 147 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seek First Inc. CIK 0002060504 0.523 67 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Strategic Equity Management CIK 0001843578 0.306 65 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Garde Capital, Inc. CIK 0001616328 0.622 224 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Atala Financial Inc CIK 0002053756 0.240 121 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
McGuire Investment Group, LLC CIK 0001756959 0.446 137 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Strategic Advisors LLC CIK 0001569119 0.191 164 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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True North Advisors, LLC CIK 0001634556 0.493 291 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Impact Capital Partners LLC CIK 0002054916 0.218 283 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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ETF Store, Inc. CIK 0001911470 0.237 114 0.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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UNION SAVINGS BANK CIK 0001985855 0.492 322 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacies Wealth LLC CIK 0001755933 0.753 109 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 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
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 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
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 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
Kentucky Trust Co CIK 0002054100 0.246 316 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +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% 2 -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
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
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
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 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
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 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
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +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
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
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 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
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 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
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 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
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
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 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
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 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
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 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
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -1.2 pp -1.2 pp +0.0 pp +0.0 pp
CLG LLC CIK 0002059872 0.428 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -7.9 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 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 VO). Qtrs Held counts distinct quarters this fund has actually held VO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VO position size. Δ columns are the percentage-point change in VO'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