Signals

← Signals

☆VOT

1237 in-universe funds with a nonzero position in VOT within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#614
Score / z0.272 / 0.23
Consensus375.91 over 698 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 767.4 0.0% 6 -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 555.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 551.1 1.1% 4 -0.1 pp -0.2 pp -0.5 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 430.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 399.2 2.0% 2 -0.1 pp +2.0 pp -0.3 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 330.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 288.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 286.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 284.6 6.3% 4 -0.4 pp -0.8 pp -1.0 pp +6.3 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 268.3 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 261.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 231.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 184.7 1.4% 4 -0.0 pp -0.1 pp -0.6 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 183.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 169.9 10.8% 4 +2.4 pp +2.0 pp +3.1 pp +10.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 140.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 139.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 132.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 92.0 2.6% 4 -0.4 pp -0.6 pp -0.9 pp +2.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 84.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 83.1 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 71.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 71.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Busey Bank CIK 0001427202 0.741 388 70.2 1.9% 4 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 64.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 61.9 0.5% 4 -0.1 pp -0.3 pp -0.3 pp +0.5 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 56.4 1.2% 4 -0.1 pp -0.3 pp -0.3 pp +1.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 53.7 2.4% 4 -0.2 pp -0.4 pp -0.5 pp +2.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 53.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 52.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 50.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 47.5 0.1% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 44.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 43.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 41.1 3.8% 4 -0.2 pp -0.7 pp -0.9 pp +3.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 39.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 39.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 38.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 36.7 3.1% 4 -0.3 pp -0.4 pp -0.5 pp +3.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 36.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 35.9 0.3% 4 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 33.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 31.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 29.1 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 28.8 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 27.4 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 27.3 2.8% 4 +0.0 pp -0.1 pp -0.2 pp +2.8 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 26.9 0.6% 4 -0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 26.9 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 26.9 4.7% 4 -0.0 pp -0.1 pp -0.2 pp +4.7 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 25.4 3.3% 3 -0.3 pp -0.5 pp +3.3 pp +3.3 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 25.2 8.4% 4 -0.4 pp -1.0 pp -1.4 pp +8.4 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 25.1 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Adventist Health System/ West CIK 0001802516 0.949 12 24.9 4.4% 4 -0.1 pp -0.2 pp -1.1 pp +4.4 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 24.4 1.2% 4 -0.2 pp -0.3 pp -0.4 pp +1.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 23.8 0.6% 4 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 23.0 8.1% 3 +2.2 pp +1.9 pp +8.1 pp +8.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 22.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 22.8 4.3% 4 -0.3 pp -0.6 pp -1.0 pp +4.3 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 22.8 4.2% 4 -0.3 pp -0.5 pp -0.6 pp +4.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 22.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 21.9 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 21.4 2.3% 4 -0.1 pp -0.2 pp -0.3 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 20.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 19.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 19.6 0.4% 4 -0.0 pp -0.1 pp +0.1 pp +0.4 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 19.0 2.4% 4 +1.0 pp +2.1 pp +2.0 pp +2.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 18.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 16.9 1.4% 4 -0.2 pp -0.4 pp -0.5 pp +1.4 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 16.4 7.8% 4 +3.4 pp +3.0 pp +3.0 pp +7.8 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 16.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 16.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 15.5 3.4% 4 -0.0 pp -0.3 pp -0.5 pp +3.4 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 15.4 1.1% 4 -0.1 pp -0.1 pp -0.4 pp +1.1 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 14.5 2.5% 4 -0.1 pp -0.3 pp -0.2 pp +2.5 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 14.4 2.0% 3 +1.0 pp +1.0 pp +2.0 pp +2.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 14.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 13.9 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 13.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 13.5 6.9% 4 -0.3 pp -2.1 pp -3.2 pp +6.9 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 13.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 13.1 4.0% 5 -0.4 pp -0.6 pp -0.7 pp -0.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 12.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 12.8 4.1% 4 -1.1 pp -1.4 pp -1.6 pp +4.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 12.3 1.7% 4 -0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.1 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.674 83 12.1 2.7% 4 -0.1 pp -0.5 pp -0.7 pp +2.7 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 12.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 12.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 11.8 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 11.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 11.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.483 172 11.5 4.1% 4 -0.6 pp -1.0 pp -1.1 pp +4.1 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 11.4 5.5% 4 +0.2 pp -0.2 pp -0.4 pp +5.5 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 11.3 1.0% 4 +0.3 pp +0.3 pp +0.2 pp +1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 11.2 0.4% 4 -0.1 pp -0.4 pp -0.3 pp +0.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 10.8 3.2% 4 +0.0 pp -0.2 pp -0.3 pp +3.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 10.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 10.6 1.3% 4 -0.8 pp -1.0 pp -1.2 pp +1.3 pp
☆BOKF, NA CIK 0000009634 0.752 1160 10.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 10.6 2.3% 4 -0.2 pp -0.4 pp -0.7 pp +2.3 pp
☆INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 10.4 1.6% 4 -0.1 pp -0.0 pp -0.1 pp +1.6 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 10.4 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 10.2 7.1% 3 +0.2 pp -0.1 pp +7.1 pp +7.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 10.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 10.0 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 9.9 2.2% 4 -0.1 pp -0.3 pp -0.4 pp +2.2 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 9.9 2.7% 4 +0.1 pp +0.1 pp -0.0 pp +2.7 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 9.7 1.2% 4 -0.0 pp -0.1 pp +0.3 pp +1.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 9.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 9.5 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 9.4 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.8 0.1% 4 -0.3 pp -0.3 pp -0.4 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.7 0.2% 4 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 8.6 2.2% 4 -0.2 pp -0.4 pp -0.5 pp +2.2 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 8.5 2.2% 4 -0.1 pp -0.3 pp -0.3 pp +2.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.4 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 8.1 1.0% 5 +0.2 pp +0.3 pp +0.7 pp +0.8 pp
☆NFSG Corp CIK 0001879757 0.275 1245 8.0 1.3% 4 +0.0 pp +0.2 pp +0.2 pp +1.3 pp
☆Hapanowicz & Associates Financial Services, Inc CIK 0001695959 0.770 37 7.9 3.1% 4 -0.1 pp -0.8 pp -0.9 pp +3.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 7.7 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 7.5 2.8% 4 -0.7 pp -1.2 pp -2.8 pp +2.8 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 7.4 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 7.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 7.3 1.7% 4 -0.4 pp -1.1 pp -1.4 pp +1.7 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 7.2 2.0% 4 +0.0 pp -0.2 pp -0.3 pp +2.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 7.2 2.2% 4 -0.1 pp -0.3 pp -0.4 pp +2.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 7.2 2.2% 4 -0.6 pp -0.6 pp -0.5 pp +2.2 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 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 7.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 7.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 7.1 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 6.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 6.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 6.7 0.6% 4 -0.1 pp -0.2 pp -0.3 pp +0.6 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aufman Associates Inc CIK 0001801573 0.745 67 6.4 3.1% 4 -0.4 pp -1.0 pp -1.4 pp +3.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 6.3 2.7% 4 +0.2 pp -0.3 pp -0.4 pp +2.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 6.1 0.8% 4 -0.0 pp -0.2 pp -0.4 pp +0.8 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 6.1 0.3% 4 -0.3 pp -0.3 pp -0.3 pp +0.3 pp
☆KIECKHEFER GROUP LLC CIK 0002051613 0.567 65 6.1 2.9% 4 -0.3 pp -0.4 pp -0.8 pp +2.9 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 6.0 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 5.9 0.3% 4 -0.1 pp -0.4 pp -0.8 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 5.7 3.8% 4 -0.3 pp -0.5 pp -0.6 pp +3.8 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 5.7 4.0% 4 -0.3 pp -0.6 pp -0.8 pp +4.0 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 5.6 1.8% 4 -0.1 pp -0.9 pp -1.1 pp +1.8 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 5.6 2.7% 4 -0.2 pp -0.4 pp -0.4 pp +2.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.6 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 5.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 5.5 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.4 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 5.3 2.7% 4 -0.1 pp -0.2 pp -0.4 pp +2.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 5.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 5.3 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 5.2 1.7% 2 -0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 5.2 1.0% 4 -0.0 pp -0.1 pp -0.3 pp +1.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.2 2.5% 5 -0.1 pp -0.2 pp +0.1 pp +0.3 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 5.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 4.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 4.7 0.9% 4 -0.2 pp -1.3 pp -1.3 pp +0.9 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 4.6 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.6 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 4.5 1.5% 4 -0.3 pp -0.6 pp -0.7 pp +1.5 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 4.5 2.8% 4 -0.1 pp -0.2 pp -0.2 pp +2.8 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.3 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 4.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 4.2 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 4.2 2.8% 4 -0.2 pp -0.4 pp -1.1 pp +2.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.2 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 3.8 2.6% 4 -0.0 pp -0.3 pp -0.4 pp +2.6 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.8 1.5% 4 -0.0 pp -0.1 pp -0.4 pp +1.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 3.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 3.8 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.7 0.1% 1 +0.1 pp +0.1 pp -0.2 pp +0.1 pp
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☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 3.6 0.8% 4 -0.1 pp -1.0 pp -1.2 pp +0.8 pp
☆Cohen Klingenstein LLC CIK 0001453620 0.898 207 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 3.6 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 3.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 3.5 1.9% 4 -0.1 pp -0.3 pp -0.5 pp +1.9 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.4 0.7% 4 -0.0 pp -0.3 pp -0.3 pp +0.7 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 3.4 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 3.4 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 3.4 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 3.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Bravera Wealth CIK 0002126773 0.454 352 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.477 68 3.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 3.3 1.1% 4 -0.1 pp -0.3 pp -0.5 pp +1.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.2 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 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 3.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 3.1 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 3.1 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆STEPH & CO CIK 0000941519 0.731 283 3.1 0.9% 4 -0.2 pp -0.3 pp -0.3 pp +0.9 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 3.1 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 2.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 2.9 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 2.9 2.0% 4 -1.6 pp -0.2 pp -0.2 pp +2.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.9 1.4% 4 -0.2 pp -0.4 pp -0.4 pp +1.4 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 2.9 1.7% 4 -0.2 pp -0.2 pp -0.3 pp +1.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 2.7 1.4% 4 -0.0 pp -0.2 pp +0.0 pp +1.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 2.7 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.7 0.4% 4 -0.4 pp -0.1 pp -0.1 pp +0.4 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 2.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.7 0.0% 4 -0.0 pp -0.0 pp -0.7 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 2.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.6 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 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 2.5 0.5% 4 +0.2 pp +0.4 pp +0.2 pp +0.5 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.5 0.3% 4 -0.2 pp -0.1 pp -0.2 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 2.5 1.8% 4 -0.0 pp +0.2 pp +0.4 pp +1.8 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.5 0.9% 4 -0.1 pp -0.3 pp -0.4 pp +0.9 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 2.5 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆LeConte Wealth Management, LLC CIK 0002060443 0.259 179 2.4 1.6% 4 +1.4 pp +1.4 pp +0.6 pp +1.6 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 2.4 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 2.4 1.6% 4 -0.1 pp -0.2 pp -0.4 pp +1.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CJM Wealth Advisers, Ltd. CIK 0001992748 0.831 78 2.4 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 2.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 2.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 2.3 0.2% 4 -0.0 pp -0.1 pp -0.4 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 2.3 1.6% 4 -0.2 pp -0.3 pp -0.7 pp +1.6 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.3 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.2 0.3% 4 -0.1 pp -0.1 pp -0.4 pp +0.3 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.2 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 pp +0.0 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
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 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 -0.4 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 0.0 0.0% 0 -0.2 pp +0.0 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
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 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
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.560 311 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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
☆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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.0 0.0% 0 +0.0 pp -0.1 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
☆Silver Lake Advisory, LLC CIK 0001596055 0.303 109 0.0 0.0% 0 -0.8 pp -0.9 pp -0.9 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
☆Sound Financial Strategies Group, LLC CIK 0001800620 0.177 121 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 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 +0.0 pp -0.1 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 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 +0.0 pp -0.7 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆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
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Tudor Financial Inc. CIK 0002045307 0.221 152 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 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 -0.1 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 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 -0.1 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
☆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
☆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
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.8 pp -1.4 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆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
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.9 pp -0.9 pp -1.0 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
☆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
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -2.2 pp -2.3 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
☆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 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -4.0 pp -3.7 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 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
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.394 469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp -0.9 pp -0.7 pp +0.0 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.0 0.0% 0 +0.0 pp -0.2 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
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Shade Tree Advisors LLC CIK 0001804785 0.714 29 0.0 0.0% 0 -0.2 pp +0.0 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
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.7 pp -0.5 pp -0.5 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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 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 (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