Signals

← Signals

☆VOE

1084 in-universe funds with a nonzero position in VOE within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#429
Score / z0.456 / 0.57
Consensus371.83 over 702 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-33% / 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 ▾
☆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 758.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 701.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 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 502.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 450.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 424.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 396.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 275.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 275.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 240.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 239.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 196.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 195.8 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 175.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 166.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 161.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 145.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 143.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 130.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 109.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 106.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 102.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 96.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 96.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 89.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 88.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 86.9 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 78.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 76.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 74.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 63.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 61.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 58.9 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 53.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 51.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 47.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 47.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 47.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 45.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trust Co CIK 0001632554 0.769 908 41.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 40.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 40.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 38.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 37.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 36.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 33.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 31.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 31.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 30.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 30.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 28.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 28.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 27.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 27.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 26.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avion Wealth CIK 0001792704 0.773 1750 24.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 23.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 23.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 23.2 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 22.5 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 22.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 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 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 22.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 20.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 19.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 18.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 18.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 17.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 17.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 17.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 17.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 15.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 15.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 15.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 14.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 14.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 14.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 14.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 14.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 14.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 14.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 14.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 14.0 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 13.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 12.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 11.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 11.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 10.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 10.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 10.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 10.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 10.3 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 10.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 10.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 10.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 10.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 9.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 9.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 8.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 8.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 8.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 8.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 8.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 7.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 7.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 7.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 7.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 7.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 7.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 6.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 6.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 6.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 6.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 6.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 5.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 5.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.9 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 5.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 5.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 5.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 5.4 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 5.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 5.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆HFG Advisors, Inc. CIK 0001911087 0.294 117 5.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 5.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆Echo45 Advisors LLC CIK 0001908617 0.495 78 5.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 4.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 4.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 4.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Glenview Trust Co CIK 0001691827 0.856 500 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 4.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
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☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 4.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LPWM LLC CIK 0001801101 0.514 98 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Grove Bank & Trust CIK 0001662212 0.546 886 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BANK OF HAWAII CIK 0000315080 0.804 233 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.507 194 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VOE). Qtrs Held counts distinct quarters this fund has actually held VOE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOE position size. Δ columns are the percentage-point change in VOE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status