Signals

VOX

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

Flow ranking

Rank#23344
Score / z0.000 / -0.02
Consensus183.15 over 328 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
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 449.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 385.7 4.8% 5 -0.8 pp -0.9 pp -0.8 pp -2.1 pp
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 181.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 143.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 136.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 131.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 86.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 85.4 5.2% 5 +1.0 pp -1.0 pp -0.9 pp -1.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 75.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 67.2 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 63.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 46.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 46.4 1.4% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 35.2 2.1% 5 -0.1 pp -0.3 pp -0.3 pp -0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 34.7 0.1% 5 -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 32.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 31.5 0.6% 5 -0.0 pp -0.3 pp +0.6 pp +0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 22.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 21.5 4.5% 2 -0.4 pp +4.5 pp +4.5 pp +4.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 20.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 17.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 16.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 16.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 14.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 13.9 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 13.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 13.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mason & Associates Inc CIK 0001917686 0.488 161 10.8 1.7% 5 -0.2 pp -0.3 pp -0.1 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 9.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 8.7 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 8.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 7.0 0.8% 3 -0.1 pp -0.2 pp +0.8 pp -0.1 pp
SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 6.8 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 6.8 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 6.6 1.9% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 5.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 5.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 4.9 1.5% 5 -0.1 pp -0.4 pp -0.5 pp -0.6 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 4.9 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 4.8 1.2% 5 -0.4 pp -0.6 pp -1.2 pp -1.3 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 4.7 1.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
NORTHSTAR ASSET MANAGEMENT Co CIK 0001132708 0.535 261 4.6 0.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 4.5 1.6% 5 -0.2 pp -0.1 pp +0.1 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 4.2 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 4.0 0.8% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 3.9 1.0% 5 +0.0 pp -0.1 pp -0.4 pp -0.1 pp
Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 3.8 1.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.7 0.6% 5 -0.8 pp -1.0 pp -1.0 pp -1.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.4 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 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joule Financial, LLC CIK 0001929070 0.731 116 3.3 0.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.3 1.8% 5 +1.1 pp -0.5 pp -0.5 pp -0.7 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Campion Asset Management CIK 0001843492 0.531 83 3.1 1.9% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Richmond Brothers, Inc. CIK 0001540462 0.006 96 3.0 1.6% 5 -2.8 pp -3.1 pp -3.5 pp -3.4 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 2.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 2.7 0.6% 7 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 2.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of Marin CIK 0001801145 0.155 133 2.6 1.8% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
FMR LLC CIK 0000315066 0.989 5571 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 2.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 2.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 2.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 2.2 0.9% 5 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MontVue Capital Management, Inc. CIK 0002008758 0.592 78 2.1 1.2% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
Junk Investment Group, LLC CIK 0002112570 0.550 97 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.1 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.8 0.7% 5 -0.0 pp +0.3 pp +0.5 pp +0.5 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corsicana & Co. CIK 0001869923 0.236 309 1.8 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
RCW Management, LLC CIK 0002104402 0.332 68 1.7 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.7 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 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Heritage Trust Co CIK 0001706028 0.448 313 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.5 1.1% 4 +0.1 pp -0.6 pp -0.6 pp +1.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 1.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 1.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 1.4 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Citizens Financial Corp CIK 0001800597 0.303 139 1.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
NWAM LLC CIK 0001655006 0.392 684 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 1.3 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 1.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 1.2 0.3% 5 -0.0 pp -0.1 pp -1.8 pp -1.8 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 1.1 1.0% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.1 0.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
LPWM LLC CIK 0001801101 0.514 98 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 1.1 0.9% 5 -0.1 pp -0.7 pp -0.7 pp -0.7 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RBA Wealth Management, LLC CIK 0001776296 0.150 80 1.0 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 1.0 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 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 1.0 0.2% 5 -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 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.9 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.9 0.4% 1 +0.4 pp -0.2 pp -0.2 pp -0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.9 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.8 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jacobs Equity LLC CIK 0002111761 0.154 121 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Peoples Bank/KS CIK 0001998269 0.180 98 0.8 0.7% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Simmons Bank CIK 0001674486 0.467 369 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PCG ASSET MANAGEMENT, LLC CIK 0002054906 0.360 84 0.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 0.6 0.3% 4 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mittelman Wealth Management CIK 0002021464 0.533 53 0.5 0.4% 5 -0.3 pp -0.4 pp +0.0 pp -0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 3 -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 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.4 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -1.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McCollum Christoferson Group LLC CIK 0001727573 0.271 80 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Essex LLC CIK 0001889147 0.576 180 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Boltwood Capital Management CIK 0001563690 0.369 192 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.3 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Forty Two & Co. CIK 0002055134 0.221 104 0.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 0.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JM2 Capital Inc. CIK 0002103359 0.210 121 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.3 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
Clear Retirement Advice LLC CIK 0002112984 0.616 54 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SWMG, LLC CIK 0001839255 0.473 100 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.3 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RPG Investment Advisory, LLC CIK 0001666664 0.411 93 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Thomasville National Bank CIK 0001561790 0.600 241 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.2 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspire Growth Partners LLC CIK 0002055568 0.351 128 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Management, LLC CIK 0002039738 0.724 47 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rare Wolf Capital LLC CIK 0002105393 0.160 120 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
S&A Financial Services, Inc. CIK 2140428 0.330 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bullock Wealth Management Group CIK 2067581 0.266 607 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 0.1 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Advisor Network LLC CIK 0002131047 0.324 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
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
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Kinloch Capital, LLC CIK 0001818557 0.119 79 0.0 0.0% 0 +0.0 pp -2.3 pp -2.3 pp -2.5 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 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
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 +0.0 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
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.1 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 -0.1 pp -0.1 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
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 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
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
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.1 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
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 -0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.456 188 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
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 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 -0.1 pp -0.1 pp
GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COWA, LLC CIK 0001844480 0.512 181 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Piedmont Capital Management, LLC/NC CIK 0002108281 0.381 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fjell Capital, LLC CIK 0002053350 0.309 66 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 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
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 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
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 +0.0 pp -1.5 pp -1.6 pp -3.7 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 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 -0.0 pp -0.0 pp -0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 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 VOX). Qtrs Held counts distinct quarters this fund has actually held VOX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VOX position size. Δ columns are the percentage-point change in VOX'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