Signals

VO

2784 in-universe funds with a nonzero position in VO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#27
Score / z6.178 / 7.41
Consensus1249.33 over 2390 funds
Momentumno 12m return

Price & positioning

251 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
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8,861.1 3.5% 5 -0.0 pp -0.3 pp -1.0 pp -0.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8,839.0 1.5% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 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 5,961.1 0.4% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 4,473.5 0.7% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 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 2,922.5 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2,635.7 1.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2,518.4 0.7% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,996.0 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,964.8 1.0% 1 +1.0 pp +1.0 pp -0.1 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 1,840.8 2.0% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,157.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 999.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 844.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 810.5 6.0% 5 +0.6 pp +0.8 pp +0.8 pp +3.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 774.8 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 704.0 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 547.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 466.4 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 459.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 454.9 11.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 435.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Allworth Financial LP CIK 0001555170 0.907 5124 415.0 1.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 384.7 8.1% 4 +0.3 pp +0.2 pp -0.2 pp +8.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 358.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 351.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 316.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 291.7 3.3% 4 -0.4 pp -0.3 pp -0.4 pp +3.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 291.2 0.0% 5 -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 283.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 277.7 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 269.0 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 263.6 1.6% 5 -0.4 pp -0.2 pp -0.1 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 254.1 1.2% 5 +0.1 pp +0.1 pp -0.2 pp -0.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 235.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 228.3 2.2% 5 +0.3 pp -0.4 pp -0.8 pp -0.6 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 202.1 5.4% 5 +0.2 pp +0.6 pp +0.5 pp +3.7 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 201.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 197.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 193.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 188.9 1.0% 5 -0.4 pp -0.4 pp -0.8 pp -0.9 pp
FMR LLC CIK 0000315066 0.989 5571 183.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 173.8 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 158.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 155.8 4.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 155.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 155.3 2.0% 5 -0.1 pp -0.2 pp -0.7 pp -0.9 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 144.3 3.7% 5 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 142.1 7.6% 5 -0.1 pp +0.2 pp +0.1 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 136.3 2.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 136.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 135.2 2.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 135.2 2.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 134.9 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 133.6 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 126.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 123.9 0.7% 5 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 123.1 10.4% 5 -0.2 pp -0.3 pp -0.6 pp -0.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 120.3 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 119.4 0.7% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 113.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 112.8 1.6% 7 +0.5 pp +0.7 pp +0.7 pp +0.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 104.6 0.4% 5 -0.0 pp -0.3 pp -0.0 pp -0.1 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 100.5 1.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 100.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 98.7 6.1% 5 -0.2 pp -0.0 pp -0.1 pp +0.5 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 97.7 8.3% 5 -0.0 pp +0.5 pp +0.4 pp +0.4 pp
&PARTNERS CIK 0000107136 0.806 2509 96.9 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 96.5 1.7% 5 -0.3 pp -0.1 pp +0.5 pp +1.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 94.9 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 90.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 88.2 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 87.1 1.4% 1 +1.4 pp +1.1 pp -0.2 pp -0.3 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 86.9 0.6% 2 -0.5 pp +0.6 pp +0.6 pp -1.6 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 86.4 5.1% 5 -0.4 pp -0.7 pp -1.2 pp -1.3 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 85.4 3.1% 4 +0.0 pp -3.7 pp -4.0 pp +3.1 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 84.7 10.9% 5 -0.6 pp -0.2 pp -0.5 pp -0.8 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 84.2 3.0% 5 +0.0 pp -0.1 pp +0.1 pp +0.3 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 83.8 2.0% 5 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 81.8 3.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 81.7 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 81.4 3.3% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 80.9 7.6% 5 -0.2 pp -0.3 pp -0.7 pp -2.4 pp
PDS Planning, Inc CIK 0000838618 0.712 609 77.5 4.5% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 75.9 2.0% 5 +1.6 pp +1.5 pp +1.5 pp +1.6 pp
Performa Ltd (US), LLC CIK 0001650303 0.770 49 75.8 12.2% 5 -4.0 pp -3.5 pp -3.0 pp -1.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 75.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 69.4 0.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 68.7 1.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 68.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 67.0 0.8% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 66.3 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 65.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 63.3 1.8% 6 -0.0 pp -0.4 pp -0.5 pp -0.6 pp
CX Institutional CIK 0001737089 0.437 1568 61.8 1.8% 5 +0.2 pp -0.4 pp -0.1 pp -0.2 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 61.1 2.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 59.7 2.2% 5 -0.1 pp -0.5 pp -0.6 pp -0.8 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 56.9 10.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 56.6 10.5% 5 +0.1 pp -0.1 pp -0.3 pp -2.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 56.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 55.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 55.1 2.8% 5 +0.2 pp +0.4 pp +0.3 pp +0.6 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 54.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 54.6 5.1% 5 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 54.5 1.7% 5 +0.2 pp +1.2 pp +1.4 pp +1.4 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 54.5 0.6% 5 +0.4 pp +0.1 pp +0.1 pp +0.2 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 54.1 15.7% 5 +0.5 pp +0.5 pp +0.5 pp +0.2 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 52.8 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 52.7 5.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 51.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 50.8 1.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 50.5 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
New Hampshire Trust CIK 0001961742 0.436 176 50.4 9.5% 5 -0.8 pp -0.4 pp -0.7 pp -0.7 pp
MAI Capital Management CIK 0001040197 0.725 1889 50.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 50.0 3.8% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 49.9 3.9% 5 +0.2 pp +0.1 pp +0.1 pp -0.1 pp
Ballast, Inc. CIK 0001730477 0.553 156 49.7 9.4% 3 +0.0 pp -0.0 pp +9.4 pp +9.4 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 49.0 0.5% 5 +0.0 pp -0.4 pp -0.3 pp -0.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 48.8 0.5% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 48.6 6.3% 5 +0.0 pp +0.0 pp -0.3 pp -0.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 48.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathway Financial Advisors LLC CIK 0001738828 0.805 130 47.5 5.5% 5 +0.3 pp +0.2 pp +0.3 pp +0.6 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 47.3 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 47.3 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 47.3 0.5% 5 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
Wealthquest Corp CIK 0001632968 0.872 177 47.1 3.0% 4 -0.1 pp -0.1 pp -0.3 pp +3.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 47.0 2.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 46.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 46.1 7.6% 5 -0.3 pp -0.0 pp -0.0 pp +1.5 pp
Fidato Wealth LLC CIK 0001711360 0.883 14 44.9 26.3% 5 +0.1 pp +0.6 pp +0.2 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 44.9 3.3% 5 +0.0 pp +0.2 pp +0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 44.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 44.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 43.3 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 42.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFC Advisors LLC CIK 0002053348 0.691 179 42.5 5.4% 5 +0.0 pp -0.2 pp -1.5 pp -2.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 42.4 0.6% 5 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
SP Asset Management LLC CIK 0001962086 0.687 137 42.3 3.4% 5 +0.1 pp +0.5 pp +0.4 pp +0.5 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 41.9 5.4% 5 -0.2 pp -0.1 pp -0.4 pp -0.5 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 41.6 2.4% 5 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
GenTrust, LLC CIK 0001697110 0.832 201 40.6 1.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 40.3 8.2% 5 -0.1 pp +0.3 pp +0.1 pp +0.2 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 40.2 4.9% 5 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
William Mack & Associates, Inc. CIK 0002096700 0.653 108 40.0 14.1% 6 +1.1 pp +2.8 pp +3.6 pp +4.4 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 39.7 6.5% 5 +0.1 pp -0.1 pp -0.8 pp -0.9 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 39.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
TL Private Wealth CIK 0001802868 0.876 54 39.4 14.4% 5 +0.2 pp +0.1 pp -0.1 pp -0.6 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 38.2 2.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
American Trust CIK 0001905128 0.729 334 38.0 2.9% 5 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 37.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 37.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 37.2 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
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FIDELIS iM, LLC CIK 0001894206 0.843 27 24.6 8.4% 5 +0.2 pp +0.2 pp -7.1 pp -0.4 pp
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Freedom Financial Partners LLC CIK 0002054598 0.562 89 16.1 5.2% 5 +0.2 pp +0.3 pp +0.2 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 15.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp -0.1 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 15.9 1.2% 5 -0.0 pp -0.4 pp -0.9 pp -1.1 pp
Whelan Financial CIK 0001894921 0.754 101 15.8 4.3% 5 -0.0 pp +0.1 pp +0.0 pp -0.5 pp
Somnio Financial Group, LLC CIK 0002034894 0.874 14 15.8 9.4% 4 +0.2 pp +0.3 pp +0.1 pp +9.4 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 15.8 4.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 15.8 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 15.7 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Aries Wealth Management CIK 0001729515 0.425 242 15.7 3.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 15.7 4.9% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 15.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 15.6 1.8% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Americana Partners, LLC CIK 0001797678 0.514 596 15.3 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 15.3 4.3% 5 -0.1 pp -0.7 pp -0.9 pp -1.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 15.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 15.0 1.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 14.9 1.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
Pearl Planning LLC CIK 0002100519 0.696 58 14.8 6.8% 2 +0.0 pp +6.8 pp +6.8 pp +6.8 pp
Rossmore Private Capital CIK 0001733082 0.520 340 14.7 1.2% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 14.7 3.8% 4 +0.2 pp +3.7 pp +3.7 pp +3.8 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 14.7 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 14.6 4.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.8 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 14.4 2.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 14.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironsides Asset Advisors, LLC CIK 0001615135 0.747 83 14.2 3.3% 5 +0.2 pp +0.1 pp +0.0 pp -0.2 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 13.9 3.7% 5 +0.2 pp +0.2 pp +0.6 pp +0.9 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 13.9 4.0% 5 -0.4 pp +0.2 pp +0.2 pp +0.5 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 13.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 13.8 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 13.7 2.7% 5 -0.7 pp -0.3 pp +0.1 pp -0.5 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 13.6 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 13.6 0.7% 5 +0.0 pp +0.1 pp -0.2 pp -0.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 13.6 1.4% 5 +0.2 pp +0.1 pp -0.0 pp +0.3 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 13.5 2.9% 5 +0.2 pp +0.5 pp +0.4 pp +0.5 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 13.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 13.4 5.3% 5 -0.0 pp +0.5 pp +0.8 pp +1.2 pp
MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 13.3 8.7% 4 +0.5 pp +0.8 pp +0.5 pp +8.7 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 13.3 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 13.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOR Wealth Management, LLC CIK 0002092389 0.479 122 13.2 5.3% 2 +0.3 pp +5.3 pp +5.3 pp +5.3 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 13.2 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 13.2 10.3% 2 +0.2 pp +10.3 pp +10.3 pp +10.3 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 13.2 4.5% 5 -0.1 pp +0.1 pp -0.2 pp -0.9 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 13.0 0.2% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 13.0 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 13.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 13.0 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 13.0 2.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 13.0 3.4% 5 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 12.9 5.2% 6 -0.2 pp +0.1 pp +0.2 pp +1.0 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 12.9 3.7% 5 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
Arkos Global Advisors CIK 0001769089 0.805 124 12.7 1.5% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
SFM, LLC CIK 0002064225 0.427 69 12.7 6.5% 7 +0.3 pp +0.8 pp +0.8 pp +0.5 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 12.7 0.9% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 12.6 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 12.6 5.0% 5 -0.6 pp -0.9 pp -0.8 pp -1.0 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 12.6 5.4% 5 +3.1 pp +3.5 pp +3.7 pp +3.6 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 12.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 12.3 4.4% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 12.3 0.9% 5 +0.3 pp +0.7 pp +0.7 pp +0.6 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 12.3 3.1% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 12.3 7.1% 2 +0.2 pp +7.1 pp +7.1 pp +7.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Planning LLC CIK 0001790688 0.562 88 12.1 3.5% 5 -0.2 pp +0.7 pp +0.6 pp +0.6 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 12.1 5.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 12.0 0.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 12.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 12.0 1.7% 5 -0.4 pp -0.2 pp -0.1 pp -0.1 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 11.9 0.8% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 11.9 6.8% 5 +0.2 pp +1.6 pp +1.5 pp +1.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 11.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 11.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
STAR Financial Bank CIK 0001965329 0.528 109 11.8 4.8% 3 +0.4 pp +2.6 pp +4.8 pp +4.8 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 11.7 5.8% 7 +0.0 pp +0.1 pp -0.3 pp -0.3 pp
IF Advisors, LLC CIK 0002109472 0.403 60 11.6 7.6% 2 +0.5 pp +7.6 pp +7.6 pp +7.6 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 11.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 11.6 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
David Kennon Inc CIK 0001954126 0.575 45 11.6 3.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Bank of New Hampshire CIK 0001870761 0.280 537 11.6 2.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
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Advisor OS, LLC CIK 0001767580 0.509 586 11.5 0.8% 5 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
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FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 11.3 3.2% 5 +0.1 pp +1.0 pp +1.4 pp +1.5 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 11.3 8.2% 6 +0.0 pp +0.4 pp +0.1 pp +0.1 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 11.3 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 11.2 3.6% 5 -0.1 pp -0.3 pp -0.6 pp -1.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 11.2 1.2% 5 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 11.2 4.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Addis & Hill, Inc CIK 0002016470 0.789 29 11.2 6.2% 5 -0.4 pp -0.3 pp -0.4 pp -0.5 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 11.2 3.0% 4 +0.1 pp +0.5 pp +0.4 pp +3.0 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 11.1 5.7% 5 +0.0 pp -0.1 pp -0.3 pp -0.5 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 11.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Daner Wealth Management, LLC CIK 0001956649 0.607 96 11.0 6.0% 4 -0.0 pp -0.2 pp -0.4 pp +6.0 pp
KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 11.0 4.2% 5 +0.3 pp +0.4 pp +0.7 pp +0.7 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 11.0 0.9% 1 +0.9 pp +0.0 pp -0.0 pp -0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 11.0 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 11.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 10.9 1.7% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
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Adelphi Trust Co CIK 0002106968 0.243 114 10.9 7.2% 2 -0.9 pp +7.2 pp +7.2 pp +7.2 pp
TrueWealth Financial Partners CIK 0001908108 0.649 28 10.8 4.5% 1 +4.5 pp +4.5 pp -0.7 pp -3.2 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 10.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 10.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.614 106 10.8 2.6% 5 -0.3 pp -0.5 pp -1.0 pp -1.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 10.7 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Retirement Management Systems Inc. CIK 0002110516 0.643 55 10.5 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 10.5 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.5 pp
Dakota Wealth Management CIK 0001631353 0.544 771 10.5 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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CRA Financial Services, LLC CIK 0001765594 0.529 321 10.3 1.2% 5 -0.0 pp -0.1 pp -0.7 pp -0.7 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 10.3 1.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 10.3 2.5% 5 +0.3 pp +0.3 pp +0.5 pp +0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.3 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
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Caldwell Trust Co CIK 0002080218 0.488 811 10.2 0.8% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 10.1 1.9% 5 +0.1 pp +0.2 pp -0.1 pp -0.1 pp
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OneAscent Financial Services LLC CIK 0001780985 0.651 605 9.9 0.5% 2 +0.0 pp +0.5 pp -0.4 pp -0.2 pp
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GreatBanc Trust CO CIK 0001427099 0.670 70 9.9 6.1% 3 -0.4 pp -0.6 pp +6.1 pp +6.1 pp
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Grove Bank & Trust CIK 0001662212 0.546 886 9.9 1.0% 5 +0.2 pp -0.0 pp +0.1 pp -0.3 pp
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EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 9.2 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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Maia Wealth LLC CIK 0002010858 0.212 354 9.1 1.3% 5 +0.3 pp +0.5 pp +0.7 pp +1.0 pp
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Trinity Financial Advisors LLC CIK 0001809574 0.677 95 9.0 2.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
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First PREMIER Bank CIK 0001653926 0.233 358 8.9 1.4% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 8.9 0.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 8.8 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
NWAM LLC CIK 0001655006 0.392 684 8.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.7 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 8.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 8.6 1.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
MARS JEWETT FINANCIAL GROUP, INC. CIK 0002079098 0.469 46 8.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
UNITED BANK CIK 0001286478 0.652 130 8.6 1.0% 6 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 8.6 2.1% 5 -0.4 pp -1.0 pp -1.3 pp -1.9 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.5 0.3% 6 -0.0 pp -0.2 pp +0.2 pp +0.1 pp
Cannon Capital Management, Inc. CIK 0002100130 0.376 28 8.4 7.2% 2 +1.8 pp +7.2 pp +7.2 pp +7.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 8.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 8.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 8.4 0.8% 5 -0.0 pp -0.2 pp -0.5 pp -0.6 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 8.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 8.3 1.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 8.3 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighRoad Wealth Advisors, LLC CIK 0002079807 0.764 38 8.3 7.0% 2 -0.2 pp +7.0 pp +7.0 pp +7.0 pp
Randall & Associates Wealth Management CIK 0002011901 0.473 52 8.3 5.1% 5 -0.2 pp -0.1 pp -0.3 pp -0.6 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 8.2 1.1% 5 +0.0 pp +0.0 pp +0.5 pp +0.4 pp
Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 8.2 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 8.2 1.3% 5 -0.0 pp -0.2 pp -0.1 pp -0.4 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 8.2 2.0% 5 -0.3 pp -0.7 pp -0.8 pp +1.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 8.1 4.9% 5 -0.0 pp -0.1 pp +0.1 pp +0.6 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 8.1 3.9% 5 +0.2 pp +0.3 pp +1.6 pp +1.1 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 8.1 1.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 8.1 1.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 8.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 8.0 7.6% 2 -0.0 pp +7.6 pp +7.6 pp +7.6 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 8.0 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 7.9 2.1% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 7.9 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NWM ADVISORS, LLC CIK 0002098824 0.689 23 7.8 6.2% 2 +0.7 pp +6.2 pp +6.2 pp +6.2 pp
TICINO WEALTH CIK 0002105416 0.168 135 7.8 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 7.8 2.1% 5 -0.1 pp -1.0 pp -0.8 pp -0.8 pp
XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 7.7 1.0% 2 -1.5 pp +1.0 pp +1.0 pp +1.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 7.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 7.7 0.9% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 7.6 0.7% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 7.6 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
S.A. Mason LLC CIK 0001800911 0.217 282 7.6 2.3% 5 -0.0 pp +0.0 pp -0.3 pp -0.4 pp
BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 7.6 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.6 0.5% 4 -0.0 pp +0.4 pp +0.4 pp +0.5 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 7.5 0.5% 5 +0.0 pp +0.0 pp +0.3 pp +0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 7.5 1.6% 5 +0.0 pp -0.0 pp -0.6 pp -0.7 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 7.4 3.1% 5 -0.3 pp -0.3 pp +0.4 pp +3.0 pp
Marathon Wealth Advisors LLC CIK 2153211 0.321 76 7.4 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 7.4 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 7.4 4.1% 5 -0.1 pp +2.0 pp +1.9 pp +1.9 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 7.3 2.7% 5 +0.0 pp +0.3 pp +0.4 pp +0.6 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 7.3 4.1% 5 -0.1 pp +0.0 pp -0.0 pp +1.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 7.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 7.2 0.9% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
Farrell Financial LLC CIK 0002031235 0.502 83 7.1 3.9% 5 +0.0 pp -0.1 pp -0.4 pp -0.5 pp
Capital Advantage, Inc. CIK 0001628896 0.496 150 7.1 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Harpswell Capital Advisors, LLC CIK 0001806630 0.639 46 7.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
STEPH & CO CIK 0000941519 0.731 283 7.1 1.8% 5 +0.1 pp -0.3 pp -0.5 pp -0.5 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 7.1 1.0% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 7.0 3.0% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 7.0 2.9% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 6.9 3.0% 3 +0.1 pp +0.7 pp +3.0 pp +1.7 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 6.8 1.4% 5 -0.0 pp -0.4 pp -0.7 pp -0.7 pp
Mason & Associates Inc CIK 0001917686 0.488 161 6.8 1.1% 5 -0.1 pp +0.0 pp +0.5 pp +0.4 pp
Mystic Asset Management, Inc. CIK 0001912460 0.344 225 6.8 1.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 6.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 6.7 3.1% 6 +0.1 pp -0.5 pp -1.6 pp -1.6 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 6.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 6.7 4.0% 5 -0.0 pp -0.2 pp -1.9 pp -2.3 pp
Colorado Capital Management, Inc. CIK 0001664147 0.451 101 6.6 2.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 6.6 0.9% 5 -0.0 pp +0.3 pp +0.3 pp +0.2 pp
Weil Company, Inc. CIK 0001318011 0.359 133 6.6 1.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 6.6 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 6.6 0.4% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 6.6 2.3% 5 -0.0 pp +0.1 pp +0.2 pp -0.0 pp
Krane Financial Solutions LLC CIK 0002136913 0.588 55 6.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 6.6 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 6.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 6.5 0.9% 5 -0.0 pp +0.5 pp +0.5 pp +0.4 pp
Kendall Capital Management CIK 0001731372 0.288 236 6.5 1.1% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
Capital Management Associates, Inc CIK 0002008851 0.640 153 6.5 1.3% 5 +0.0 pp -0.1 pp +0.4 pp +0.3 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 6.4 1.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 6.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 6.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 6.4 0.5% 5 -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 6.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 6.3 1.6% 5 +0.2 pp +0.1 pp -2.0 pp +0.1 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 6.3 3.6% 5 -0.3 pp -0.4 pp -0.5 pp -0.4 pp
Keystone Financial Group CIK 0001729299 0.524 567 6.3 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 6.3 1.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 6.3 2.1% 6 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 6.2 2.9% 4 +0.2 pp +0.2 pp +0.2 pp +2.9 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 6.2 0.2% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 6.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 6.1 1.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 6.1 2.3% 5 +0.3 pp +0.4 pp +0.9 pp +0.8 pp
Meramec Financial Planners, LLC CIK 0002100778 0.453 550 6.1 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 6.1 2.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 6.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 6.0 3.5% 3 -0.8 pp -2.5 pp +3.5 pp +3.5 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 6.0 1.8% 6 -1.7 pp -1.7 pp -1.7 pp -1.8 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 6.0 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 6.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 6.0 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 6.0 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 6.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 5.9 1.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Five Pine Wealth Management CIK 0002041807 0.682 51 5.9 3.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 5.9 1.0% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 5.9 1.2% 5 -0.1 pp -0.3 pp -0.7 pp -1.0 pp
Veridan Wealth LLC CIK 0002052405 0.434 84 5.9 2.1% 4 +0.2 pp +0.4 pp +0.4 pp +2.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 5.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
One Capital Management, LLC CIK 0001606588 0.779 522 5.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 5.8 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 5.8 0.4% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.8 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.8 1.6% 5 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
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Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 5.7 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 5.7 0.7% 1 +0.7 pp +0.7 pp +0.1 pp +0.2 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 5.6 1.0% 5 -0.1 pp -1.4 pp -1.6 pp -3.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 5.6 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
King Wealth Management Group CIK 0001568235 0.741 176 5.6 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.6 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.6 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 5.6 1.7% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Security National Bank CIK 0001719739 0.452 392 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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ADVOCATE GROUP LLC CIK 0001853401 0.368 122 5.5 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Fiduciary Alliance LLC CIK 0001954805 0.260 535 5.5 0.4% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Secure Asset Management, LLC CIK 0001800692 0.269 320 5.4 0.8% 5 +0.0 pp +0.5 pp +0.4 pp +0.3 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.4 1.1% 5 -0.1 pp -0.3 pp -0.5 pp -0.6 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 5.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
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WP Advisors, LLC CIK 0001697796 0.593 119 5.4 1.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 5.4 2.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 5.4 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 5.3 3.3% 5 -0.5 pp -0.0 pp +3.1 pp +2.9 pp
Ascent Group, LLC CIK 0001913231 0.508 808 5.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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M3 Wealth Management, LLC CIK 0002109365 0.344 35 5.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 5.1 1.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
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Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 5.1 2.5% 5 -0.1 pp -0.2 pp -0.4 pp -0.7 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 5.1 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 5.0 0.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 5.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 5.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 5.0 3.7% 5 -0.6 pp -1.1 pp -0.9 pp -1.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 5.0 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 5.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 4.9 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 4.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 4.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.555 74 4.9 1.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
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Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 4.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 4.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 4.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.8 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fjell Capital, LLC CIK 0002053350 0.309 66 4.8 3.3% 5 -0.0 pp +0.0 pp -0.4 pp -0.6 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fogel Capital Management, Inc. CIK 0002011427 0.556 57 4.8 1.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 4.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Family Legacy, Inc. CIK 0001706016 0.283 124 4.7 1.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.7 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 4.7 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 4.7 3.7% 5 +0.3 pp +0.4 pp +0.6 pp +0.7 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 4.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
First American Bank CIK 0001291422 0.676 205 4.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 4.6 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 4.6 3.4% 5 +0.0 pp -0.1 pp -0.3 pp -0.5 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 4.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RW Investment Management LLC CIK 0001631627 0.928 115 4.6 0.4% 1 +0.4 pp +0.4 pp -0.1 pp -0.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 4.6 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fiduciary Wealth Partners, LLC CIK 0001666504 0.627 69 4.6 2.5% 5 -1.6 pp -3.5 pp -4.2 pp -6.9 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 4.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Partners in Financial Planning CIK 0002054264 0.816 131 4.5 0.7% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 4.5 2.7% 4 -0.1 pp +2.1 pp -0.2 pp +2.7 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 4.5 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.8 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Stratos Investment Management, LLC CIK 0001707206 0.673 382 4.5 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Diversified Trust Co CIK 0001479844 0.817 1115 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 4.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 4.4 3.1% 3 +0.8 pp +0.7 pp +3.1 pp +3.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 4.4 1.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 4.4 2.6% 6 -0.4 pp -0.4 pp -0.7 pp -0.9 pp
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Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.4 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 4.4 1.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
FreeGulliver LLC CIK 0002032561 0.536 123 4.4 1.5% 5 -0.1 pp -0.2 pp +0.2 pp +0.3 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 4.4 2.1% 5 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
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Mittelman Wealth Management CIK 0002021464 0.532 53 4.3 2.9% 5 -0.1 pp -0.0 pp +0.3 pp +0.5 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 4.3 2.6% 5 +0.3 pp +0.3 pp +0.5 pp +0.7 pp
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Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 4.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
BCM ADVISORS, LLC CIK 0001373017 0.760 80 4.3 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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Ellenbecker Investment Group CIK 0001731497 0.884 149 4.3 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 4.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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CAP Partners, LLC CIK 0002006870 0.188 155 4.2 2.0% 5 -0.6 pp -0.5 pp -0.4 pp -0.5 pp
Omnia Family Wealth, LLC CIK 0001696136 0.745 103 4.2 1.1% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
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IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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URS Advisory LLC CIK 0002111352 0.461 61 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Arvest Bank Trust Division CIK 0001625959 0.680 240 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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ATLas Financial Planning LLC CIK 0002110886 0.439 69 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -1.4 pp -1.5 pp -1.5 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
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
Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp -0.4 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -7.6 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 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 +0.0 pp -0.1 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Canal Capital Management, LLC CIK 0001666733 0.400 220 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.8 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -1.1 pp -0.9 pp -0.8 pp
St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -2.3 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Sentry LLC CIK 0002004474 0.484 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -1.3 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 pp -4.8 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 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 +0.0 pp -4.7 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
NEPC LLC CIK 0001424799 0.960 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 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 +0.0 pp -0.1 pp -0.1 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
MA Private Wealth CIK 0001767474 0.750 88 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 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 +0.0 pp -0.1 pp -0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 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
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.5 pp -0.5 pp -0.8 pp -0.8 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
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Developers, LLC CIK 0002105385 0.522 52 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.3 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -0.7 pp
Payne Capital LLC CIK 0002094426 0.375 59 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
LPWM LLC CIK 0001801101 0.514 98 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Northern Capital Management, Inc. CIK 0001581794 0.845 55 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -1.4 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Shearwater Capital LLC CIK 0001905665 0.738 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -2.2 pp -2.1 pp -2.2 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.5 pp
Value Investment Professionals, LLC CIK 0002110205 0.000 97 0.0 0.0% 0 -0.4 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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