Signals

← Signals

☆VO

2646 in-universe funds with a nonzero position in VO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#81
Score / z2.773 / 2.50
Consensus831.42 over 1598 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+5% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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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 7,976.4 1.6% 4 +0.1 pp +0.0 pp +0.1 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7,431.3 3.6% 4 -0.2 pp -1.0 pp -0.9 pp +3.6 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 5,206.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3,847.9 0.7% 4 +0.4 pp +0.4 pp +0.4 pp +0.7 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 2,479.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2,386.7 1.6% 4 -0.1 pp -0.3 pp -0.4 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,158.3 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,692.8 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1,555.1 1.9% 4 +0.2 pp +0.3 pp +0.4 pp +1.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,027.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 924.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 714.1 5.4% 4 +0.2 pp +0.2 pp +2.8 pp +5.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 677.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 612.8 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 483.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 478.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 440.1 1.8% 4 -0.0 pp -0.1 pp -0.1 pp +1.8 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 401.1 11.0% 4 +0.0 pp -0.1 pp -0.2 pp +11.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 397.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 394.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 383.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 340.6 7.9% 3 -0.1 pp -0.5 pp +7.9 pp +7.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 325.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 312.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 303.2 2.0% 4 +0.2 pp +0.2 pp +0.3 pp +2.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 295.1 3.7% 3 +0.0 pp +0.0 pp +3.7 pp +3.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 288.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 258.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 252.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 229.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 213.1 1.1% 4 -0.0 pp -0.2 pp -0.6 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 210.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 208.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 203.8 1.9% 4 -0.7 pp -1.1 pp -0.9 pp +1.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 180.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 177.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 177.6 1.4% 4 +0.0 pp -0.5 pp -0.5 pp +1.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 176.7 5.2% 4 +0.4 pp +0.3 pp +3.6 pp +5.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 171.7 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 161.3 1.1% 4 -0.1 pp -0.1 pp -0.3 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 160.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 157.9 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 147.7 4.0% 4 +0.1 pp +0.1 pp +0.1 pp +4.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 140.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 136.5 4.5% 4 +0.1 pp -0.0 pp -0.3 pp +4.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 135.8 2.1% 4 -0.1 pp -0.6 pp -0.7 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 133.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 126.9 1.4% 4 +0.0 pp -0.0 pp -0.0 pp +1.4 pp
☆INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 124.5 7.7% 4 +0.3 pp +0.2 pp +0.1 pp +7.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 123.8 2.8% 4 -0.1 pp -0.1 pp -0.2 pp +2.8 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 121.0 2.6% 4 -0.0 pp -0.1 pp -0.1 pp +2.6 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 121.0 2.3% 4 -0.0 pp +0.0 pp -0.0 pp +2.3 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 111.2 10.6% 4 -0.1 pp -0.5 pp -0.5 pp +10.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 109.1 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 105.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 103.0 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 102.3 1.1% 6 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 102.3 1.9% 4 +0.1 pp +0.8 pp +1.3 pp +1.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 102.1 0.8% 4 -0.0 pp +0.6 pp +0.6 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 96.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 95.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 95.1 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 94.6 0.4% 4 -0.2 pp +0.0 pp -0.0 pp +0.4 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 90.3 1.8% 4 +0.1 pp +0.0 pp -0.0 pp +1.8 pp
☆Pine Ridge Advisers LLC CIK 0001845915 0.909 40 87.9 6.2% 4 +0.1 pp +0.1 pp +0.6 pp +6.2 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 86.1 8.3% 4 +0.5 pp +0.4 pp +0.4 pp +8.3 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 86.1 5.5% 4 -0.3 pp -0.8 pp -0.9 pp +5.5 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 85.4 3.1% 3 -3.7 pp -4.0 pp +3.1 pp +3.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 84.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 78.7 3.0% 4 -0.1 pp -0.0 pp -0.1 pp +3.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 77.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 77.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 75.0 3.0% 4 -0.1 pp +0.0 pp +0.2 pp +3.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 73.1 3.2% 4 -0.1 pp -0.2 pp -0.3 pp +3.2 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 72.9 11.5% 4 +0.4 pp +0.1 pp -0.2 pp +11.5 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 72.8 1.9% 4 +0.2 pp +0.5 pp +0.6 pp +1.9 pp
☆Performa Ltd (US), LLC CIK 0001650303 0.771 49 71.6 16.2% 4 +0.4 pp +1.0 pp +2.8 pp +16.2 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 70.7 7.8% 4 -0.1 pp -0.5 pp -2.2 pp +7.8 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 67.0 4.4% 4 +0.0 pp -0.1 pp -0.2 pp +4.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 64.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 61.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 60.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 59.6 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 57.3 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 55.5 2.3% 4 -0.0 pp -0.1 pp -0.0 pp +2.3 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 55.4 2.3% 4 -0.4 pp -0.5 pp -0.7 pp +2.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 55.1 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 55.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 53.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 53.4 1.8% 5 -0.3 pp -0.5 pp -0.6 pp -0.6 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 51.3 10.3% 4 +0.4 pp +0.1 pp +0.2 pp +10.3 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 50.8 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆CX Institutional CIK 0001737089 0.437 1568 50.7 1.5% 4 -0.6 pp -0.4 pp -0.4 pp +1.5 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 50.6 15.2% 4 +0.0 pp +0.0 pp -0.2 pp +15.2 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 50.2 10.7% 4 -0.1 pp -0.2 pp -0.3 pp +10.7 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 49.8 10.4% 4 -0.2 pp -0.5 pp -2.2 pp +10.4 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 48.2 5.0% 4 +0.0 pp +0.4 pp +0.5 pp +5.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 46.3 4.8% 4 -0.1 pp -0.1 pp +0.0 pp +4.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 45.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 45.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 45.5 1.9% 4 -0.1 pp -0.2 pp -0.3 pp +1.9 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 45.3 6.3% 4 -0.0 pp -0.4 pp -0.6 pp +6.3 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 44.9 3.8% 4 +0.1 pp -0.1 pp -0.1 pp +3.8 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 44.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 44.0 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 43.8 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 43.0 0.5% 4 -0.4 pp -0.3 pp -0.3 pp +0.5 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 42.9 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 42.7 3.7% 4 -0.0 pp -0.1 pp -0.3 pp +3.7 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 42.7 2.6% 4 +0.2 pp +0.1 pp +0.4 pp +2.6 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 42.6 5.3% 4 -0.1 pp +0.0 pp +0.3 pp +5.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 42.6 1.4% 4 -0.4 pp -0.7 pp -1.5 pp +1.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 42.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 42.2 0.6% 4 -0.1 pp -0.2 pp +0.0 pp +0.6 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 41.6 1.5% 4 +1.0 pp +1.2 pp +1.2 pp +1.5 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 41.2 2.5% 4 -0.1 pp -0.2 pp -0.3 pp +2.5 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 41.2 7.9% 4 +0.2 pp +0.2 pp +1.8 pp +7.9 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 40.8 3.1% 3 +0.0 pp -0.2 pp +3.1 pp +3.1 pp
☆Ballast, Inc. CIK 0001730477 0.553 156 40.5 9.4% 2 -0.0 pp +9.4 pp +9.4 pp +9.4 pp
☆Fidato Wealth LLC CIK 0001711360 0.883 14 40.3 26.1% 4 +0.5 pp +0.1 pp -0.1 pp +26.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 39.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 39.7 3.3% 4 +0.1 pp -0.0 pp -0.1 pp +3.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 39.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 39.1 0.9% 4 -0.0 pp -0.0 pp +0.0 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 38.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 38.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Capital LLC CIK 0001724090 0.494 103 38.0 8.3% 4 +0.3 pp +0.2 pp +0.3 pp +8.3 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 37.6 5.4% 4 -0.2 pp -1.5 pp -2.0 pp +5.4 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 37.6 3.3% 4 +0.4 pp +0.4 pp +0.4 pp +3.3 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 37.5 5.3% 4 +0.4 pp +0.5 pp +0.5 pp +5.3 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 37.2 5.6% 4 +0.1 pp -0.2 pp -0.4 pp +5.6 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 37.0 1.0% 1 +1.0 pp +1.0 pp -1.1 pp +1.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 36.7 0.5% 4 -0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 36.4 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆TL Private Wealth CIK 0001802868 0.876 54 36.1 14.2% 4 -0.1 pp -0.3 pp -0.8 pp +14.2 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 35.9 1.5% 4 +0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 35.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 35.6 2.4% 4 +0.1 pp +0.8 pp +0.8 pp +2.4 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 35.2 2.6% 4 +0.1 pp +0.0 pp -0.0 pp +2.6 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 35.2 6.4% 4 -0.2 pp -0.9 pp -1.0 pp +6.4 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 35.0 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆American Trust CIK 0001905128 0.729 334 34.3 3.0% 4 +0.1 pp +0.1 pp -0.1 pp +3.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 33.4 4.9% 4 +0.2 pp +0.3 pp +0.6 pp +4.9 pp
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☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 14.1 5.0% 4 +0.0 pp -0.0 pp -0.1 pp +5.0 pp
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☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 13.9 6.1% 4 +0.0 pp +0.2 pp +0.2 pp +6.1 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 13.7 3.0% 4 +0.2 pp +0.2 pp +0.0 pp +3.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 13.6 3.9% 4 -0.1 pp -0.1 pp -0.1 pp +3.9 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 13.6 0.8% 4 -0.1 pp -0.1 pp +0.1 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 13.5 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 13.5 1.8% 4 -0.1 pp -0.2 pp -0.2 pp +1.8 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 13.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 13.4 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 13.3 4.8% 4 +0.0 pp +0.0 pp -0.2 pp +4.8 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 13.3 3.0% 4 +0.1 pp -0.0 pp +0.0 pp +3.0 pp
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☆Forum Private Client Group LLC CIK 0001910636 0.696 86 13.1 4.4% 4 +0.3 pp +0.6 pp +1.0 pp +4.4 pp
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☆Pearl Planning LLC CIK 0002100519 0.696 58 12.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
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☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 12.7 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.3 0.2% 4 -0.3 pp -0.4 pp -0.4 pp +0.2 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 12.3 1.1% 4 -0.0 pp -0.2 pp -0.2 pp +1.1 pp
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☆Eagle Strategies LLC CIK 0001907666 0.384 273 12.2 1.5% 4 +1.0 pp +1.0 pp +1.4 pp +1.5 pp
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☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 12.1 0.7% 4 +0.1 pp -0.2 pp -0.1 pp +0.7 pp
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☆JDM Financial Group LLC CIK 0001960212 0.638 332 11.9 4.6% 4 +0.2 pp -0.1 pp -0.8 pp +4.6 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 11.8 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
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☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 11.8 1.1% 4 -0.3 pp -0.3 pp -0.3 pp +1.1 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 8.1 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 8.1 1.6% 4 -0.1 pp -0.3 pp -0.5 pp +1.6 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 8.1 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.1 0.0% 4 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 8.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 8.0 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 8.0 2.3% 4 -0.4 pp -0.5 pp +1.4 pp +2.3 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 8.0 2.3% 4 -0.1 pp -0.2 pp -0.2 pp +2.3 pp
☆Creekside Partners CIK 0002035951 0.343 193 8.0 3.3% 4 -0.0 pp -0.2 pp -0.3 pp +3.3 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 7.9 5.3% 4 +0.2 pp -0.1 pp -0.4 pp +5.3 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 7.8 1.8% 4 +0.0 pp +0.2 pp +0.2 pp +1.8 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 7.7 1.5% 4 -0.0 pp -0.1 pp +0.0 pp +1.5 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 7.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 7.7 0.8% 4 -0.1 pp -0.4 pp -0.6 pp +0.8 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 7.6 1.3% 4 -0.1 pp -0.3 pp -0.4 pp +1.3 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 7.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 7.5 1.5% 4 -0.2 pp -0.2 pp -0.3 pp +1.5 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 7.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 7.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 7.4 5.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 7.4 1.8% 3 +0.4 pp +0.6 pp +1.8 pp +1.8 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 7.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 7.4 0.5% 4 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 7.3 1.0% 4 -0.0 pp +0.4 pp +0.4 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighRoad Wealth Advisors, LLC CIK 0002079807 0.764 38 7.3 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 7.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 7.3 0.9% 4 +0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 7.3 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 7.3 1.4% 4 -0.1 pp -0.1 pp -0.4 pp +1.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 7.3 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 7.2 3.4% 4 +0.0 pp +0.6 pp +3.3 pp +3.4 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 7.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 7.2 1.1% 4 +0.0 pp +0.0 pp -0.1 pp +1.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 7.2 3.7% 4 +0.1 pp +1.4 pp +0.9 pp +3.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.2 0.3% 5 -0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 7.2 2.2% 4 -0.9 pp -0.8 pp -0.7 pp +2.2 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 7.1 1.1% 4 +0.2 pp +0.2 pp +0.3 pp +1.1 pp
☆NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 7.1 1.9% 4 -0.1 pp -0.2 pp -0.2 pp +1.9 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 7.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 7.1 4.9% 4 -0.0 pp +0.1 pp +0.6 pp +4.9 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 7.0 0.8% 4 -0.2 pp -0.1 pp -0.5 pp +0.8 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 6.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 6.9 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 6.9 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 6.8 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 6.8 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 6.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 6.7 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 6.7 4.2% 4 +0.1 pp +0.0 pp +1.1 pp +4.2 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 6.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Marathon Wealth Advisors LLC CIK 2153211 0.321 76 6.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Cannon Capital Management, Inc. CIK 0002100130 0.376 28 6.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 6.5 1.0% 4 +0.3 pp +0.3 pp +0.3 pp +1.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 6.5 1.6% 4 -0.0 pp -0.6 pp -0.7 pp +1.6 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 6.5 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 6.5 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 6.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 6.5 0.9% 4 -0.0 pp -0.2 pp -0.3 pp +0.9 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 6.5 1.4% 4 -0.4 pp -0.7 pp -0.7 pp +1.4 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 6.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 6.5 1.3% 4 +0.9 pp +1.0 pp +1.0 pp +1.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 6.4 4.1% 4 +2.1 pp +1.9 pp +1.9 pp +4.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 6.4 3.8% 4 -0.1 pp -0.4 pp -0.5 pp +3.8 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 6.4 2.7% 4 +0.3 pp +0.3 pp +0.5 pp +2.7 pp
☆Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 6.3 4.1% 4 -1.9 pp -2.6 pp -5.2 pp +4.1 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 6.3 2.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 6.3 1.1% 4 +0.2 pp +0.4 pp +0.7 pp +1.1 pp
☆TICINO WEALTH CIK 0002105416 0.168 135 6.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 6.2 2.3% 4 +0.0 pp -0.3 pp -0.3 pp +2.3 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 6.2 0.7% 4 +0.2 pp +0.4 pp +0.5 pp +0.7 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 6.2 3.0% 4 -0.0 pp -0.3 pp -0.4 pp +3.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 6.1 3.1% 5 -0.6 pp -1.6 pp -1.7 pp -1.6 pp
☆STEPH & CO CIK 0000941519 0.731 283 6.1 1.7% 4 -0.3 pp -0.6 pp -0.6 pp +1.7 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 6.0 3.0% 4 +0.1 pp -0.2 pp -0.3 pp +3.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mystic Asset Management, Inc. CIK 0001912460 0.344 225 6.0 1.4% 4 -0.0 pp -0.0 pp -0.1 pp +1.4 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWM ADVISORS, LLC CIK 0002098824 0.690 23 6.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 5.9 2.9% 2 +0.6 pp +2.9 pp +1.6 pp +2.9 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 5.9 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 5.9 1.1% 4 +0.1 pp +0.5 pp +0.5 pp +1.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 5.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 5.9 3.9% 4 -0.1 pp -0.2 pp -0.1 pp +3.9 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 5.9 2.3% 4 +0.2 pp +0.2 pp +0.0 pp +2.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 5.8 4.0% 4 -0.2 pp -1.8 pp -2.3 pp +4.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 5.8 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 5.8 1.2% 4 -0.0 pp -0.1 pp -0.3 pp +1.2 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 5.8 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 5.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 5.7 1.3% 4 -0.1 pp +0.4 pp +0.3 pp +1.3 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 5.7 2.1% 4 +0.0 pp +0.0 pp -0.1 pp +2.1 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 5.7 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 5.6 2.7% 3 -0.0 pp -0.0 pp +2.7 pp +2.7 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 5.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 5.6 2.0% 4 +0.0 pp -0.0 pp -0.0 pp +2.0 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 5.6 1.4% 4 -0.0 pp -0.2 pp -0.3 pp +1.4 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 5.6 1.5% 4 -0.1 pp -2.2 pp -0.1 pp +1.5 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 5.5 1.5% 4 +0.0 pp -0.0 pp -0.0 pp +1.5 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 5.5 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 5.5 4.3% 2 -1.7 pp +4.3 pp +4.3 pp +4.3 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 5.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.478 222 5.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 5.4 2.2% 4 +0.0 pp +0.1 pp +0.1 pp +2.2 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 5.4 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 5.4 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 5.4 1.3% 4 -0.2 pp -0.6 pp -0.9 pp +1.3 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 5.3 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 5.3 5.8% 4 -1.1 pp -1.2 pp +0.5 pp +5.8 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 5.3 3.8% 4 +0.5 pp +3.6 pp +3.5 pp +3.8 pp
☆ADVOCATE GROUP LLC CIK 0001853401 0.368 122 5.3 0.8% 4 +0.0 pp +0.0 pp +0.2 pp +0.8 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 5.3 1.1% 4 -1.3 pp -1.4 pp -2.8 pp +1.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 5.3 0.6% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 5.3 3.3% 4 -0.1 pp -0.2 pp -0.2 pp +3.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 5.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 5.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 5.2 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 5.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.2 1.2% 4 -0.3 pp -0.4 pp -0.5 pp +1.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.1 1.6% 4 +0.0 pp +1.5 pp +1.5 pp +1.6 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 5.1 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 5.1 1.0% 4 +0.1 pp -0.0 pp -0.1 pp +1.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 5.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Brindle & Bay Financial Advisors, LLC CIK 0002081139 0.186 86 5.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 5.1 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 5.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.0 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 5.0 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 5.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 5.0 1.6% 4 +0.1 pp -0.1 pp -0.2 pp +1.6 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 5.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 5.0 1.9% 3 +0.2 pp +0.2 pp +1.9 pp -0.1 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 5.0 1.8% 4 -0.1 pp -0.0 pp +0.4 pp +1.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.0 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 4.9 1.0% 4 -0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 4.9 3.5% 4 -0.3 pp -0.5 pp -0.9 pp +3.5 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 4.9 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 4.9 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
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☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 -1.8 pp -1.8 pp -1.8 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -1.1 pp -0.9 pp -0.9 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -2.3 pp -2.4 pp -2.3 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 0.0 0.0% 0 -0.4 pp -0.5 pp -0.7 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -3.7 pp -3.4 pp -3.3 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +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% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Arjuna Capital CIK 0001703208 0.352 113 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ABNER HERRMAN & BROCK LLC CIK 0001038661 0.450 111 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -2.8 pp -2.8 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -2.5 pp -2.3 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
☆Sentry LLC CIK 0002004474 0.484 132 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -2.4 pp -2.5 pp -2.6 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -8.9 pp +0.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -4.7 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.2 pp -0.2 pp -0.5 pp -0.4 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status