Signals

← Signals

☆VONE

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

Flow ranking

Rank#332
Score / z0.723 / 0.63
Consensus172.39 over 278 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆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 383.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 268.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 221.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 209.9 0.0% 4 -0.0 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 163.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 152.6 15.8% 4 -1.9 pp -3.4 pp -4.1 pp +15.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 144.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 141.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 135.5 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 120.3 6.4% 4 -0.3 pp +0.4 pp +4.8 pp +6.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 106.4 1.6% 4 -0.2 pp -0.1 pp -0.0 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 87.7 0.7% 4 -0.1 pp -0.2 pp -0.3 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 85.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 74.0 19.0% 4 -0.8 pp -0.8 pp -1.9 pp +19.0 pp
☆Flower City Capital CIK 0001808394 0.859 49 71.1 35.6% 4 -1.9 pp -1.6 pp -0.6 pp +35.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 69.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 67.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 50.7 0.3% 4 +0.1 pp +0.0 pp -0.1 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 47.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 46.5 27.5% 4 -7.6 pp -8.1 pp -8.5 pp +27.5 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 43.1 3.8% 4 -0.2 pp -0.2 pp -0.4 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 34.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 33.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 32.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 31.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 31.2 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 28.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hirtle & Co., LLC CIK 0001360710 0.931 128 27.9 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 26.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 21.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 21.6 6.7% 4 +0.4 pp +0.8 pp +1.0 pp +6.7 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 21.4 1.4% 4 -0.1 pp -0.0 pp -0.1 pp +1.4 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 20.2 1.6% 4 +0.1 pp +0.2 pp -0.2 pp +1.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 19.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stegner Investment Associates Inc. CIK 0001907433 0.862 31 19.9 10.9% 4 +0.2 pp +0.1 pp -0.3 pp +10.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 18.8 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 18.2 0.7% 2 -0.9 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 17.4 0.3% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 15.7 2.0% 4 -0.1 pp -0.1 pp -0.4 pp +2.0 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 13.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.1 0.0% 3 -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 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 12.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 10.1 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 9.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 9.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 9.4 2.1% 4 -0.3 pp -0.4 pp -0.7 pp +2.1 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 9.2 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 9.1 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS CAPITAL MANAGEMENT, LLC CIK 0001585828 0.793 79 8.9 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 8.7 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 8.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 8.1 2.6% 4 -0.5 pp +0.5 pp +0.4 pp +2.6 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 7.6 0.0% 4 +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 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 7.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 6.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 6.6 2.4% 2 -0.1 pp +2.4 pp -0.2 pp +2.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 6.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 6.5 3.3% 4 -0.3 pp -0.9 pp -1.4 pp +3.3 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 6.5 2.6% 4 -0.1 pp -0.4 pp -0.3 pp +2.6 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 6.4 0.3% 4 -0.0 pp -0.2 pp -0.5 pp +0.3 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 6.3 3.1% 4 +1.3 pp +1.2 pp +1.2 pp +3.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 6.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 5.8 1.2% 4 +0.6 pp +0.7 pp +0.6 pp +1.2 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 5.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 5.3 1.1% 4 +0.1 pp +0.4 pp +0.6 pp +1.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 5.3 0.3% 4 -0.1 pp -0.2 pp -0.5 pp +0.3 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 5.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 4.8 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 4.5 0.8% 4 -0.2 pp -0.2 pp -0.2 pp +0.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.5 0.0% 4 -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 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 4.1 0.8% 4 -0.2 pp -0.1 pp -0.3 pp +0.8 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.9 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 3.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 3.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 3.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 3.0 0.6% 4 +0.0 pp -0.0 pp +0.1 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 2.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 2.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 2.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.4 0.0% 4 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
☆Carroll Advisory Group, LLC CIK 0002108684 0.607 73 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 2.3 1.5% 4 -0.2 pp -0.3 pp -0.6 pp +1.5 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 2.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FORMULATE FINANCIAL LLC CIK 0002093400 0.742 26 2.1 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Vanguard National Trust Co CIK 0001984256 0.877 787 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 2.1 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 2.1 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.0 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 1.7 1.6% 4 +0.1 pp +0.1 pp -0.1 pp +1.6 pp
☆Indivisible Partners CIK 0002098400 0.368 637 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 1.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 1.6 1.0% 4 -0.1 pp -0.2 pp -0.0 pp +1.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 1.4 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.4 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFW Advisors LLC CIK 0001989744 0.585 124 1.3 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 1.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 1.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 1.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 1.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 1.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 1.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.8 0.0% 3 -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 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.8 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.7 0.2% 2 -0.0 pp +0.2 pp -0.2 pp +0.2 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Snider Financial Group CIK 0001820681 0.424 103 0.7 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 0.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Private Wealth, LLC CIK 0002109849 0.483 82 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WILKINS INVESTMENT COUNSEL INC CIK 0001276853 0.416 119 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TLWM CIK 0001732537 0.888 73 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 0.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.3 0.2% 4 -0.3 pp -0.3 pp -0.9 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.3 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Solidarity Wealth, LLC CIK 0001906613 0.451 92 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 0.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Asset Management, L.L.C. CIK 0001798756 0.498 79 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KLCM Advisors, Inc. CIK 0001166620 0.621 283 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PCM Encore, LLC CIK 0002109846 0.244 459 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merrithew & Thorsten Inc CIK 0002107460 0.745 116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 4 -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
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.0 0.0% 0 -1.9 pp -1.8 pp -1.6 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -3.0 pp -3.1 pp -3.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 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 +0.0 pp +0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -1.5 pp -1.5 pp -1.5 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.2 pp +0.0 pp -0.2 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 0.0 0.0% 0 -1.2 pp -1.2 pp -1.4 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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 VONE). Qtrs Held counts distinct quarters this fund has actually held VONE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VONE position size. Δ columns are the percentage-point change in VONE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status