Signals

VOOG

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

Flow ranking

Rank#129
Score / z1.705 / 2.03
Consensus411.70 over 723 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
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 432.7 0.0% 7 +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 383.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 310.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 272.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 214.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 156.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 141.7 2.6% 5 +0.3 pp +0.2 pp +0.3 pp +0.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 134.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 119.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 97.1 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 89.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 87.1 9.4% 5 +0.5 pp -1.0 pp -0.7 pp -0.3 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 75.1 2.2% 5 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 73.1 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 72.4 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 69.3 18.4% 5 +8.0 pp +8.4 pp +8.2 pp +7.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 68.8 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 58.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 51.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 46.6 3.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 46.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 44.2 2.2% 5 +0.2 pp -0.1 pp -0.2 pp -0.1 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 42.6 2.1% 5 +0.6 pp +0.7 pp +0.6 pp +0.7 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 40.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 37.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 36.4 0.5% 5 -0.0 pp -0.2 pp -0.3 pp +0.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 31.7 8.9% 5 +0.5 pp -1.4 pp -1.9 pp -1.8 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 31.0 21.8% 6 +1.4 pp -4.9 pp -6.0 pp -5.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 30.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 30.2 1.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 29.6 2.5% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 28.7 0.3% 6 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Steffes Financial, Ltd. CIK 0002110878 0.864 36 26.1 11.2% 2 +0.2 pp +11.2 pp +11.2 pp +11.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.7 0.0% 5 +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 25.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 24.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 23.8 5.4% 5 +0.5 pp +0.8 pp +1.2 pp +1.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curry Webb Wealth Management LLC CIK 2060114 0.602 67 23.4 9.7% 2 +0.8 pp +9.7 pp +9.7 pp +9.7 pp
FMR LLC CIK 0000315066 0.989 5571 23.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 22.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ArchPoint Investors CIK 0001483472 0.607 80 22.5 4.8% 5 +0.3 pp -0.0 pp -0.7 pp -0.5 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 22.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 21.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 21.4 2.0% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 20.7 3.8% 5 +0.2 pp +0.1 pp +0.1 pp -0.2 pp
FIL Ltd CIK 0000318989 0.878 1140 20.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 19.4 11.7% 6 +0.6 pp -0.3 pp -0.5 pp -0.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 19.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 19.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 19.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 18.1 11.7% 2 +1.2 pp +11.7 pp +11.7 pp +11.7 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CONNING INC. CIK 0000801051 0.496 327 16.7 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 16.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 16.5 0.0% 5 +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 15.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG HOLDINGS, INC. CIK 0001845210 0.762 87 15.2 3.2% 5 +0.1 pp -1.4 pp -1.4 pp -1.3 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 15.1 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 15.0 0.3% 1 +0.3 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 14.4 1.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 13.3 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 11.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 11.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 10.6 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 10.2 3.3% 5 -0.2 pp -0.3 pp -0.7 pp +0.5 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 10.1 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 9.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 9.8 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 9.4 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 8.7 4.5% 2 +0.5 pp +4.5 pp +4.5 pp +4.5 pp
Keystone Financial Group CIK 0001729299 0.524 567 8.6 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zhang Financial LLC CIK 0001776290 0.816 392 8.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 7.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 7.3 2.8% 1 +2.8 pp +2.8 pp +2.6 pp +2.1 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 7.3 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.2 0.5% 1 +0.5 pp +0.5 pp -0.1 pp -0.2 pp
INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 0.913 86 7.2 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.1 0.0% 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 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.5 0.1% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 6.3 1.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 6.2 1.5% 4 -0.2 pp -0.5 pp -0.9 pp +1.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 6.0 1.8% 5 +0.7 pp +1.0 pp +1.4 pp +1.4 pp
Gross & Hartman Investments LLC CIK 0001966094 0.730 80 5.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
Junk Investment Group, LLC CIK 0002112570 0.550 97 5.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 5.8 3.9% 6 +0.1 pp -0.2 pp -0.9 pp -1.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 5.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 5.4 1.2% 5 -0.5 pp -0.1 pp -0.2 pp -0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
Anson Capital, Inc. CIK 0001906003 0.307 93 5.2 3.4% 5 +0.3 pp -0.0 pp -0.4 pp -0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 5.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 4.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 4.5 1.9% 5 +0.1 pp -0.3 pp -0.4 pp -0.4 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 4.2 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 4.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 4.2 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verum Partners LLC CIK 0001958984 0.585 200 4.1 0.6% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.1 0.1% 6 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 4.0 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 3.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 3.8 1.5% 5 -0.1 pp -0.4 pp -0.3 pp -0.3 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 3.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 3.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sherman Wealth Management LLC CIK 0002096110 0.392 84 3.1 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 3.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 2.9 0.7% 5 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 2.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 2.7 0.3% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 2.6 0.8% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
Sierra Capital LLC CIK 0001787274 0.509 228 2.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Significant Wealth Partners LLC CIK 0001964680 0.130 116 2.6 2.8% 4 +0.5 pp +0.4 pp +1.9 pp +2.8 pp
Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 2.5 0.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 2.5 0.3% 1 +0.3 pp +0.3 pp -0.4 pp -0.7 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 2.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 2.4 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Bank CIK 0001752212 0.260 318 2.3 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cove Private Wealth, LLC CIK 0002015131 0.365 207 2.2 0.4% 4 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Bawa N Mallick Trust CIK 0002040013 0.643 78 2.2 0.7% 6 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
GEN Financial Management, INC. CIK 0002032497 0.680 42 2.2 1.3% 5 +0.2 pp +0.0 pp -0.4 pp -0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 2.0 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 1.9 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.9 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 1.9 0.3% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.9 0.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.9 0.3% 3 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
Planning Project LLC CIK 0002052480 0.893 26 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Insight Wealth Management, LLC CIK 0001737917 0.554 44 1.8 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 1.8 1.1% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.8 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 1.8 1.1% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.8 1.0% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Midwest Financial Network, LLC CIK 2137280 0.120 105 1.8 1.2% 6 -0.2 pp -0.7 pp -0.8 pp -0.3 pp
Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 1.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KWB Wealth CIK 0001822236 0.452 169 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 1.7 1.1% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Americana Partners, LLC CIK 0001797678 0.514 596 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 1.5 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 1.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 1.4 0.5% 5 +0.0 pp -0.0 pp -1.3 pp -1.4 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 1.3 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
PFG Advisors CIK 0001694435 0.248 791 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -7.1 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 1.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bluesphere Advisors LLC CIK 0001844108 0.718 121 1.2 0.4% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 1.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 1.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 1.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 1.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Archer Investment Corp CIK 0001803804 0.301 1254 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PFG Investments, LLC CIK 0001973224 0.437 1295 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Maia Wealth LLC CIK 0002010858 0.212 354 0.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Old Port Advisors CIK 0001744348 0.222 266 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.640 153 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 0.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Solution LLC CIK 0001914606 0.878 75 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.3 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.3 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.3 0.2% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Artesa Financial Group, LLC CIK 0002109808 0.357 62 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Oak Grove Capital LLC CIK 0001661762 0.356 97 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Coquina Private Wealth LLC CIK 0002103792 0.481 101 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Veracity Capital LLC CIK 0001811005 0.270 223 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CDM FINANCIAL COUNSELING SERVICES, INC. CIK 0002107537 0.356 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Carroll Advisory Group, LLC CIK 0002108684 0.607 73 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.2 0.1% 1 +0.1 pp -0.1 pp -0.0 pp -0.0 pp
Blue Line Capital, LLC / IL CIK 0002111406 0.085 75 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENZI WEALTH CIK 0001887441 0.755 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearwave Capital, LLC CIK 0002111821 0.177 166 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOERTKORN RICHARD CHARLES CIK 0001598177 0.355 71 0.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT COUNSEL CO OF NEVADA CIK 0002056576 0.265 167 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.2 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 3 +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% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Align Financial, LLC CIK 0002089183 0.645 360 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NRI Wealth Management LC CIK 0002027950 0.717 31 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westwind Capital CIK 0001729269 0.056 77 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 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 -0.0 pp -0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 +0.0 pp -0.2 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
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
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 -3.2 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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 -0.0 pp -0.0 pp -0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 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 +0.0 pp -0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.906 400 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 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
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -0.7 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 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 -0.1 pp -0.1 pp -0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 +0.0 pp +0.0 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
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 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
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 -0.0 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 VOOG). Qtrs Held counts distinct quarters this fund has actually held VOOG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOOG position size. Δ columns are the percentage-point change in VOOG'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