Signals

VOT

1137 in-universe funds with a nonzero position in VOT within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#857
Score / z0.109 / 0.14
Consensus368.38 over 694 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-31% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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 829.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 619.2 1.3% 3 -0.1 pp -0.4 pp +1.3 pp +1.3 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 587.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 496.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 450.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 392.3 2.0% 1 +2.0 pp -0.3 pp +2.0 pp +2.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 308.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Truepoint, Inc. CIK 0001427748 0.954 160 298.3 6.7% 3 -0.4 pp -0.6 pp +6.7 pp +6.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 295.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 274.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 246.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 244.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 188.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 187.7 1.4% 3 -0.0 pp -0.6 pp +1.4 pp +1.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 171.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 155.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 140.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 126.9 8.5% 3 -0.4 pp +0.7 pp +8.5 pp +8.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 118.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 101.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 97.4 3.0% 3 -0.2 pp -0.5 pp +3.0 pp +3.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 92.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 78.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 69.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 69.5 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
Busey Bank CIK 0001427202 0.741 388 67.2 1.8% 3 +1.7 pp +1.7 pp +1.8 pp +1.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 62.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 60.1 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
McAdam, LLC CIK 0001695490 0.802 516 56.7 2.6% 3 -0.2 pp -0.3 pp +2.6 pp +2.6 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 52.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 51.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 50.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 48.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 47.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 46.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 45.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 45.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.2 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Trust Co CIK 0001632554 0.769 908 43.1 4.0% 3 -0.5 pp -0.7 pp +4.0 pp +4.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 42.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 40.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 40.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 38.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KWMG, LLC CIK 0001633024 0.515 153 38.5 3.3% 3 -0.2 pp -0.3 pp +3.3 pp +3.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 37.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 32.3 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 31.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 30.4 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 30.4 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 29.7 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 29.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 28.7 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 28.3 0.3% 3 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 27.2 2.7% 3 -0.1 pp -0.2 pp +2.7 pp +2.7 pp
Adventist Health System/ West CIK 0001802516 0.949 12 27.0 4.5% 3 -0.1 pp -1.0 pp +4.5 pp +4.5 pp
BHK Investment Advisors, LLC CIK 0001710539 0.753 79 26.8 8.8% 3 -0.6 pp -1.0 pp +8.8 pp +8.8 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 26.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 26.1 4.8% 3 -0.0 pp -0.2 pp +4.8 pp +4.8 pp
Dakota Wealth Management CIK 0001631353 0.544 771 25.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
AIRE ADVISORS, LLC CIK 0001908177 0.575 179 24.3 4.4% 3 -0.2 pp -0.3 pp +4.4 pp +4.4 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 23.3 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 23.2 4.6% 3 -0.4 pp -0.8 pp +4.6 pp +4.6 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 22.4 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 21.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 21.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 19.9 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 18.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 18.2 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
&PARTNERS CIK 0000107136 0.806 2509 18.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 17.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 16.5 5.2% 3 -0.3 pp -0.5 pp +5.2 pp +5.2 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 16.3 2.1% 3 -0.1 pp -0.3 pp +2.1 pp +2.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 15.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marion Wealth Management CIK 0001911097 0.503 156 15.7 3.5% 3 -0.3 pp -0.4 pp +3.5 pp +3.5 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 15.4 2.6% 3 -0.2 pp -0.1 pp +2.6 pp +2.6 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 14.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 14.3 7.3% 3 -1.8 pp -2.9 pp +7.3 pp +7.3 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 14.0 5.9% 2 -0.3 pp +5.9 pp +5.9 pp +5.9 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 13.8 4.4% 4 -0.2 pp -0.3 pp -0.1 pp +4.4 pp
COMMERCE BANK CIK 0001009076 0.853 1332 13.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Davis Investment Partners, LLC CIK 0001963865 0.483 172 13.4 4.7% 3 -0.4 pp -0.4 pp +4.7 pp +4.7 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 13.3 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 13.1 0.5% 3 -0.3 pp -0.2 pp +0.5 pp +0.5 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 13.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 13.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 12.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 12.8 2.8% 3 -0.4 pp -0.6 pp +2.8 pp +2.8 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 12.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 12.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 12.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 12.2 1.7% 3 -0.0 pp -0.2 pp +1.7 pp +1.7 pp
Allworth Financial LP CIK 0001555170 0.907 5124 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 12.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 12.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
BOKF, NA CIK 0000009634 0.752 1160 11.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 11.8 5.3% 3 -0.4 pp -0.5 pp +5.3 pp +5.3 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 11.4 2.6% 3 -0.2 pp -0.5 pp +2.6 pp +2.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 11.0 1.3% 3 +1.0 pp +1.0 pp +1.3 pp +1.3 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 10.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 10.7 3.1% 3 -0.2 pp -0.3 pp +3.1 pp +3.1 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 10.5 0.5% 2 -0.7 pp +0.5 pp +0.5 pp +0.5 pp
Addison Advisors LLC CIK 0001843745 0.131 707 10.4 2.3% 3 -0.2 pp -0.3 pp +2.3 pp +2.3 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 10.2 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
COMERICA BANK CIK 0000901541 0.812 3711 10.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 10.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 10.1 1.2% 3 -0.1 pp +0.3 pp +1.2 pp +1.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 10.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 10.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 9.9 6.9% 2 -0.3 pp +6.9 pp +6.9 pp +6.9 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 9.8 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 9.3 2.6% 3 +0.0 pp -0.1 pp +2.6 pp +2.6 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 9.2 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 9.2 4.4% 3 -0.3 pp -0.3 pp +4.4 pp +4.4 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 9.0 2.4% 3 -0.2 pp -0.3 pp +2.4 pp +2.4 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 9.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 9.0 2.3% 3 -0.2 pp +0.0 pp +2.3 pp +2.3 pp
Operose Advisors LLC CIK 0001909750 0.647 522 9.0 2.1% 3 -0.7 pp -1.0 pp +2.1 pp +2.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SWAN Capital LLC CIK 0001952722 0.651 580 8.9 3.5% 3 -0.5 pp -2.1 pp +3.5 pp +3.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
360 Financial, Inc. CIK 0001802324 0.654 85 8.7 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 8.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 8.6 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
CX Institutional CIK 0001737089 0.437 1568 8.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 8.2 3.2% 3 -0.7 pp -0.8 pp +3.2 pp +3.2 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 8.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 8.1 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 8.1 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 8.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 7.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 7.8 2.3% 3 -0.1 pp -0.3 pp +2.3 pp +2.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 7.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 7.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 7.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Everhart Financial Group, Inc. CIK 0001852858 0.559 481 7.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 7.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 7.2 2.0% 3 -0.2 pp -0.3 pp +2.0 pp +2.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 7.2 0.8% 4 +0.1 pp +0.5 pp +0.6 pp +0.8 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.0 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 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 -0.1 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.1 pp -0.1 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 -0.2 pp +0.0 pp +0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 -0.9 pp -0.7 pp +0.0 pp +0.0 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 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 +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.0% 0 +0.0 pp -0.1 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
Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 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
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -4.0 pp -3.7 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp -0.2 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
Silver Coast Investments LLC CIK 0002012033 0.588 121 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -2.2 pp -2.3 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 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
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 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
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 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 -0.2 pp -0.2 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
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 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 VOT). Qtrs Held counts distinct quarters this fund has actually held VOT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOT position size. Δ columns are the percentage-point change in VOT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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