Signals

VTEB

1646 in-universe funds with a nonzero position in VTEB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#198
Score / z1.158 / 1.38
Consensus541.58 over 986 funds
Momentum-0.25 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-0%
Short interest-20% / 1.3d

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,933.3 1.0% 1 +1.0 pp +1.0 pp -0.2 pp -0.2 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 1,414.7 0.1% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1,381.9 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,364.0 0.4% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,319.3 2.5% 6 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,163.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,081.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 801.3 0.7% 5 +0.1 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 750.5 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 749.2 0.1% 5 -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 706.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 667.2 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 579.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 539.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 528.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 362.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 323.4 4.3% 5 -0.4 pp -0.0 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 296.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 241.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 231.3 0.3% 5 -0.0 pp +0.0 pp +0.2 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 228.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 226.4 2.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 223.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 220.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 216.1 5.3% 5 -0.7 pp -0.9 pp -1.0 pp -2.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 190.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 181.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 180.6 3.4% 5 -0.3 pp -0.5 pp -0.2 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 173.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 165.3 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 139.3 0.1% 5 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 137.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 131.0 1.9% 5 -0.4 pp +0.1 pp -0.3 pp -0.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 130.1 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 125.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Members Trust Co CIK 0001677560 0.939 170 124.2 3.9% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 121.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 115.8 1.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 113.3 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 109.1 3.0% 5 +0.4 pp +0.7 pp +0.8 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 106.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 104.9 0.5% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 98.7 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 95.7 3.0% 5 +0.2 pp +0.2 pp +0.2 pp -0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 92.5 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 92.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 89.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 87.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 84.2 5.1% 5 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 83.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 82.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 81.7 8.8% 3 +4.5 pp +5.9 pp +8.8 pp +8.8 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 80.7 0.9% 5 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 78.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 71.5 0.3% 5 -0.0 pp -0.1 pp -0.6 pp -0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 69.4 0.9% 5 -0.1 pp -0.1 pp -0.4 pp -0.6 pp
Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 69.4 9.1% 2 -0.9 pp +9.1 pp +9.1 pp +9.1 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 66.1 0.8% 5 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 64.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 64.1 13.5% 2 +8.7 pp +13.5 pp +13.5 pp +13.5 pp
BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 60.4 16.6% 5 -1.0 pp -1.1 pp -2.7 pp -4.6 pp
GenTrust, LLC CIK 0001697110 0.832 201 58.3 2.2% 5 +0.0 pp +0.3 pp -0.0 pp -0.2 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 57.9 1.1% 5 +0.2 pp +0.1 pp -0.0 pp -0.1 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 56.2 8.5% 5 -0.7 pp -0.6 pp -0.9 pp -1.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 55.4 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 53.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 52.7 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 51.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 48.1 9.7% 5 -0.1 pp -0.2 pp -0.7 pp -1.9 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 47.6 6.1% 5 -2.0 pp -2.1 pp -3.2 pp -5.3 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 47.1 2.5% 5 -0.2 pp -0.2 pp +1.5 pp +1.6 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 46.9 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 45.8 2.1% 1 +2.1 pp +2.1 pp -0.1 pp -0.3 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 44.5 4.7% 5 -0.2 pp -1.6 pp +0.5 pp +2.1 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 44.3 2.8% 5 -0.3 pp -0.3 pp -0.5 pp -0.5 pp
Foster Group, Inc. CIK 0001841544 0.874 318 44.2 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
Heritage Investment Group, Inc. CIK 0001876811 0.826 135 43.9 5.9% 5 -0.7 pp -0.5 pp -0.7 pp -1.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 43.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 43.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 43.4 0.3% 5 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 43.2 3.9% 5 +0.1 pp +0.5 pp +0.9 pp +0.9 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 42.5 10.2% 5 -1.2 pp -0.9 pp -0.8 pp -0.4 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 42.4 0.8% 5 +0.2 pp +0.3 pp +0.5 pp +0.6 pp
One Capital Management, LLC CIK 0001606588 0.779 522 42.2 1.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 42.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 41.7 2.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.5 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 40.5 1.1% 5 +0.0 pp +0.5 pp +0.5 pp -1.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 39.9 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 39.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lexington Hill Partners, LLC CIK 0002111980 0.557 77 39.0 18.9% 2 -1.5 pp +18.9 pp +18.9 pp +18.9 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 37.7 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
BSW Wealth Partners CIK 0001512601 0.641 331 37.3 4.1% 5 +0.3 pp +0.4 pp +0.1 pp -0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 37.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 35.6 1.0% 1 +1.0 pp -0.1 pp -0.4 pp +1.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 35.6 1.0% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 35.6 3.4% 5 -0.6 pp -0.3 pp -0.8 pp -0.9 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 35.3 1.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.6 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 35.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 35.1 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 34.5 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 34.5 3.0% 5 -0.4 pp -0.1 pp -0.1 pp -0.3 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 34.1 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 33.5 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 33.1 7.6% 5 -0.6 pp -0.3 pp -0.5 pp -0.1 pp
Jordan Park Group LLC CIK 0001707975 0.885 68 32.8 1.7% 5 -0.2 pp -0.0 pp +0.5 pp +0.1 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 32.7 5.0% 4 +2.2 pp +2.0 pp +1.3 pp +5.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 32.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 30.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 30.1 1.4% 5 -0.4 pp -0.5 pp -0.5 pp -0.3 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 29.3 2.4% 5 -0.1 pp +0.1 pp +0.2 pp -0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 28.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 28.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 27.7 6.4% 5 -0.6 pp -1.0 pp -1.4 pp -0.9 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 27.5 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 27.5 3.0% 5 -0.0 pp +0.1 pp -0.0 pp -0.4 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 27.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 27.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 26.7 1.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 26.6 0.4% 5 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 26.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 26.3 7.1% 5 -0.3 pp +0.5 pp +0.6 pp +0.5 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 26.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 25.9 2.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 25.4 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Colony Family Offices, LLC CIK 0001633573 0.817 61 25.1 5.5% 5 +0.2 pp +0.7 pp -0.0 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 24.9 6.5% 7 +0.0 pp -0.2 pp +0.1 pp +0.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 24.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 24.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 23.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 23.5 0.4% 5 -0.2 pp -0.3 pp -0.7 pp -0.6 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 23.4 0.9% 4 -0.0 pp +0.2 pp +0.1 pp +0.9 pp
Hirtle & Co., LLC CIK 0001360710 0.931 128 23.3 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 22.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 22.6 11.8% 5 -0.6 pp +0.0 pp +0.1 pp -0.1 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 22.0 1.3% 5 -0.1 pp -0.2 pp +0.0 pp -0.1 pp
CX Institutional CIK 0001737089 0.437 1568 21.7 0.6% 5 -0.3 pp -0.2 pp -0.2 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 21.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 21.5 3.9% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 21.4 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 20.8 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stairway Partners, LLC CIK 0001454138 0.963 18 20.4 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 20.2 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 19.7 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
&PARTNERS CIK 0000107136 0.806 2509 19.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 19.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 18.8 3.7% 5 +0.1 pp +0.2 pp +0.1 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 17.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 17.7 2.4% 5 -0.3 pp -0.3 pp -0.3 pp -0.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 17.0 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Unison Advisors LLC CIK 0001695818 0.855 173 16.7 1.2% 5 -0.1 pp -0.3 pp -0.3 pp -0.6 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 16.6 2.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 16.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 16.4 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 16.2 3.0% 5 -0.1 pp +0.1 pp -0.0 pp +0.2 pp
Altiora Financial Group, LLC CIK 0001986156 0.665 112 16.1 2.5% 5 +0.3 pp +0.8 pp +0.8 pp +0.9 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 16.0 1.3% 7 -0.2 pp -0.4 pp -0.5 pp -0.7 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 16.0 5.0% 5 +0.2 pp +0.0 pp -0.2 pp -4.8 pp
MidFirst Bank CIK 0002077076 0.526 943 16.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 15.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Newton One Investments LLC CIK 0001842787 0.837 146 15.7 3.9% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 15.7 0.6% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 15.5 6.2% 5 -0.1 pp +1.2 pp +1.9 pp +2.0 pp
Frisco Financial Planning LLC CIK 0002133972 0.754 29 15.5 11.7% 6 +0.3 pp +3.9 pp +3.7 pp -1.8 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 15.4 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 15.4 1.0% 5 +0.2 pp -0.3 pp -1.2 pp -1.1 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 15.3 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 14.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 14.8 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
Grove Bank & Trust CIK 0001662212 0.546 886 14.7 1.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 14.7 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 14.6 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 14.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 13.9 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 13.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
BANK OF HAWAII CIK 0000315080 0.804 233 13.8 0.7% 5 +0.1 pp +0.1 pp +0.0 pp -0.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 13.5 0.5% 5 -0.3 pp -0.5 pp +0.1 pp -0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 13.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Partners in Financial Planning CIK 0002054264 0.816 131 13.3 2.0% 6 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 13.2 1.1% 5 -0.4 pp -0.3 pp -0.3 pp -0.1 pp
Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 13.1 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 13.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 12.9 1.3% 5 -1.1 pp -0.3 pp -0.4 pp -0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 12.3 1.3% 5 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roth Financial Partners LLC CIK 0001840888 0.893 33 12.1 3.6% 5 -0.4 pp -0.3 pp -0.5 pp -0.9 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 11.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 11.9 0.9% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 11.7 4.4% 5 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 11.5 1.1% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 11.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 11.3 1.7% 5 +0.5 pp +0.1 pp +0.3 pp +0.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 11.1 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
PFG Advisors CIK 0001694435 0.248 791 11.0 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 10.9 0.9% 5 -0.1 pp -0.0 pp -0.2 pp -0.1 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 10.7 2.2% 5 +0.3 pp +0.1 pp -0.8 pp -0.8 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 10.7 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 10.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 10.7 6.9% 5 -0.1 pp +1.2 pp -0.1 pp -1.6 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 10.6 1.3% 5 -0.2 pp -0.1 pp -0.0 pp -0.3 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 10.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 10.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 10.3 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 10.2 4.0% 5 -0.4 pp -0.5 pp -0.3 pp -0.9 pp
CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 10.1 5.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.6 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 10.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Royal Harbor Partners, LLC CIK 0001801876 0.552 56 10.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 10.1 1.7% 5 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.602 168 10.0 1.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 10.0 1.5% 5 -0.8 pp -0.9 pp -1.5 pp -1.4 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 9.6 2.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 9.6 2.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 9.5 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 9.3 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 9.3 0.3% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
25 LLC CIK 0001968777 0.795 80 9.3 2.5% 5 +0.0 pp +0.2 pp -0.8 pp -1.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 9.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp -0.1 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 9.2 0.7% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 9.2 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 9.2 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
Beacon Wealthcare LLC CIK 0001849336 0.903 26 9.1 2.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 9.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 8.9 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schiavi & Co LLC CIK 0001840014 0.886 60 8.8 2.3% 5 +0.3 pp +0.2 pp -0.2 pp -0.1 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 8.8 0.7% 5 -0.7 pp -0.7 pp -0.8 pp -1.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 8.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 8.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 8.6 2.4% 5 -0.1 pp +0.1 pp -0.7 pp -0.7 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Vested Financial Planning, LLC CIK 0002044679 0.794 29 8.5 5.7% 5 +0.6 pp +1.5 pp +1.6 pp +1.2 pp
WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 8.5 2.2% 5 -0.5 pp -0.4 pp -0.1 pp -0.2 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 8.4 4.4% 5 -0.0 pp +0.3 pp +0.3 pp +1.1 pp
Northern Lights Advisors, Inc. CIK 0002127798 0.436 72 8.4 4.6% 2 -0.4 pp +4.6 pp +4.6 pp +4.6 pp
Veratis Advisors, Inc. CIK 0002111807 0.253 84 8.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 8.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 8.2 0.2% 5 -0.0 pp -0.6 pp -0.6 pp -0.8 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 8.2 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 8.0 0.9% 5 -0.0 pp +0.4 pp +0.4 pp +0.3 pp
Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 7.9 4.5% 6 -0.1 pp +0.2 pp +0.1 pp -0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 7.8 1.6% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 7.7 1.5% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 7.7 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 7.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 7.7 1.0% 7 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 7.7 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 7.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 7.7 0.6% 5 -0.1 pp +0.0 pp -0.3 pp -0.2 pp
COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 7.4 3.2% 5 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 7.4 1.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.3 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 7.2 2.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.7 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 7.1 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 7.1 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 7.1 2.4% 5 -0.2 pp -0.2 pp -0.7 pp -0.7 pp
Xena Financial Planning, LLC CIK 0002101744 0.604 38 7.0 6.7% 2 -0.9 pp +6.7 pp +6.7 pp +6.7 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 6.9 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stembrook Asset Management, LLC CIK 0002109734 0.712 51 6.9 6.0% 2 -0.9 pp +6.0 pp +6.0 pp +6.0 pp
EAGLE ROCK INVESTMENT COMPANY, LLC CIK 0001911407 0.440 156 6.9 0.9% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 6.8 3.8% 5 -0.7 pp -0.4 pp -0.8 pp -0.7 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 6.8 1.8% 5 -0.1 pp -0.1 pp -0.7 pp -1.2 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 6.8 1.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.7 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 6.8 0.3% 5 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 6.7 0.4% 5 -0.2 pp -0.1 pp +0.1 pp +0.4 pp
Financial Planning Navigators CORP CIK 0002102043 0.755 70 6.6 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 6.6 2.0% 3 +0.2 pp +0.5 pp +2.0 pp +2.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 6.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 6.5 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 6.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Zhang Financial LLC CIK 0001776290 0.816 392 6.4 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 6.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 6.2 1.7% 5 +1.0 pp +1.0 pp +1.1 pp +1.1 pp
Dickmeyer Boyce Financial Management, Inc. CIK 0002038325 0.294 129 6.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 6.1 0.2% 5 -0.0 pp -0.2 pp -0.0 pp +0.1 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 6.1 1.4% 4 -0.3 pp -0.3 pp -0.3 pp +1.4 pp
Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 6.0 3.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.8 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 6.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.566 215 5.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 5.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Asset Management Group, Inc. CIK 0001511550 0.511 137 5.8 0.8% 3 -0.0 pp +0.7 pp +0.8 pp +0.8 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 5.7 2.6% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 5.7 3.3% 5 -0.5 pp -0.6 pp -0.9 pp -1.1 pp
K2 Financial Inc. CIK 0002044711 0.455 60 5.7 4.0% 5 +0.1 pp +0.0 pp -0.2 pp -0.3 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 5.7 1.3% 5 -0.4 pp -0.4 pp -0.4 pp -0.6 pp
CONSILIO WEALTH ADVISORS, LLC CIK 0001908944 0.615 106 5.6 1.3% 3 +1.1 pp +1.2 pp +1.3 pp +1.3 pp
Sanchez Levi Garrett CIK 0002126627 0.583 74 5.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 5.5 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.5 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 5.4 0.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.6 pp
Argent Trust Co CIK 0001625292 0.533 769 5.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 5.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 5.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Elser Financial Planning, Inc CIK 0002028202 0.959 124 5.4 0.2% 1 +0.2 pp -2.3 pp +0.2 pp +0.2 pp
Retirement Investment Advisors, Inc. CIK 0001957886 0.955 66 5.4 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 5.3 4.1% 2 -0.5 pp +4.1 pp +4.1 pp +4.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 5.3 1.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.6 pp
Envision Financial LLC CIK 0002051355 0.578 48 5.3 2.4% 6 -0.5 pp -0.4 pp -0.3 pp +1.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 5.3 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 5.3 2.9% 5 -0.3 pp +1.3 pp +1.4 pp +1.4 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 5.2 4.3% 5 -0.0 pp -0.7 pp -0.1 pp +2.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.2 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.1 1.4% 5 -0.1 pp -0.2 pp -1.1 pp -1.7 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 5.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 5.0 0.1% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 5.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
Shade Tree Advisors LLC CIK 0001804785 0.714 29 5.0 2.9% 5 -0.6 pp -1.0 pp -1.3 pp -0.9 pp
McAdam, LLC CIK 0001695490 0.802 516 5.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 5.0 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 5.0 1.1% 5 -1.0 pp -1.1 pp -0.1 pp -0.8 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 4.9 2.3% 1 +2.3 pp +2.3 pp +0.6 pp -0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Finhabits Advisors LLC CIK 0002106949 0.791 15 4.9 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 4.9 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 4.9 0.9% 5 -0.1 pp +0.1 pp +0.0 pp -0.3 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 4.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
High Probability Advisors, LLC CIK 0002039415 0.830 75 4.8 0.5% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RCS Financial Planning, LLC CIK 0001963347 0.546 102 4.8 2.3% 5 -0.2 pp +0.1 pp +0.1 pp -0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 4.7 1.3% 5 -0.1 pp +0.2 pp +0.3 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 4.7 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 4.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 4.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 4.7 1.4% 5 -0.1 pp +0.3 pp +0.2 pp +0.1 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 4.7 1.6% 5 -0.5 pp -0.3 pp -0.3 pp -0.5 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 4.7 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
NWAM LLC CIK 0001655006 0.392 684 4.7 0.2% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 4.7 1.3% 5 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 4.6 1.7% 5 -2.4 pp -4.3 pp -2.4 pp -8.2 pp
Values Added Financial LLC CIK 0001973921 0.422 147 4.6 1.7% 5 -0.2 pp +0.3 pp +0.2 pp +0.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 4.6 0.6% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 4.6 0.5% 5 -0.1 pp -0.4 pp -0.1 pp -0.2 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 4.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
VICUS CAPITAL CIK 0001544806 0.660 268 4.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 4.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 4.4 1.1% 2 +0.7 pp +1.1 pp +1.1 pp +1.1 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 4.3 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.6 pp
Mason & Associates, LLC CIK 0001895045 0.899 45 4.3 0.9% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
OLIO Financial Planning CIK 0001906766 0.888 68 4.3 1.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 4.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.6 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 4.3 0.7% 1 +0.7 pp +0.3 pp +0.4 pp -0.5 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 4.3 0.6% 5 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 4.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 4.2 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 4.2 1.8% 5 -0.3 pp -0.2 pp -0.3 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 4.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 4.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 4.2 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 4.2 0.9% 6 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 4.1 1.4% 5 -0.3 pp -0.3 pp -0.6 pp -0.7 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 4.1 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 4.0 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 4.0 1.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
Invst, LLC CIK 0001867587 0.314 343 4.0 0.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 4.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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TD Capital Management LLC CIK 0001483824 0.737 797 3.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BURNEY CO/ CIK 0000940445 0.713 605 3.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 3.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
LPWM LLC CIK 0001801101 0.514 98 3.8 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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TRB Wealth Management, LLC CIK 0002130988 0.545 296 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 3.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.7 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
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Sellwood Investment Partners LLC CIK 0001763958 0.770 59 3.6 1.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
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Csenge Advisory Group CIK 0001715593 0.550 760 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 3.4 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
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MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 3.3 1.4% 5 -0.2 pp -0.0 pp -0.0 pp -0.5 pp
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Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 3.3 1.2% 7 -0.1 pp -0.2 pp -0.2 pp -5.4 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 3.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +0.0 pp
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Trust Co CIK 0001632554 0.769 908 3.0 0.3% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 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 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 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 -0.1 pp -0.1 pp -0.1 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 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 +0.0 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
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -11.3 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Thoma Capital Management LLC CIK 0002060298 0.724 53 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -1.2 pp -1.1 pp -1.5 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -1.7 pp -1.8 pp -1.2 pp -1.2 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Souders Financial Advisors CIK 0001811240 0.482 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summa Corp. CIK 0001954929 0.569 83 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Attessa Capital LLC CIK 0002020560 0.810 51 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Optas, LLC CIK 0001802961 0.460 494 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -5.9 pp -4.5 pp -4.2 pp -4.1 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMPACTfolio, LLC CIK 0001896447 0.869 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.6 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 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 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -2.3 pp -2.4 pp -2.6 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp -0.5 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 +0.0 pp -3.8 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.9 pp -0.8 pp -0.8 pp -0.9 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -2.8 pp -2.7 pp -2.4 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp -3.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
MFA Wealth Services CIK 0001989379 0.288 134 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 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 -0.1 pp -0.2 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.2 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 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
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 -0.4 pp -0.3 pp -0.4 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.6 pp -0.4 pp -1.3 pp
Watchman Group, Inc. CIK 0001748726 0.675 73 0.0 0.0% 0 +0.0 pp -0.2 pp -0.5 pp -0.5 pp
Nolet Wealth Management, LLC CIK 0002056656 0.315 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.1 pp
Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Alaethes Wealth, LLC CIK 0001859677 0.146 108 0.0 0.0% 0 -1.8 pp -1.8 pp -2.0 pp -2.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gray Private Wealth, LLC CIK 0001928877 0.838 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.5 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Meredith Wealth Planning CIK 0001956471 0.812 74 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.0 0.0% 0 -0.8 pp -0.7 pp -0.8 pp -0.8 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp -1.5 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 VTEB). Qtrs Held counts distinct quarters this fund has actually held VTEB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTEB position size. Δ columns are the percentage-point change in VTEB'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