Signals

VTI

3332 in-universe funds with a nonzero position in VTI within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#12
Score / z8.611 / 12.90
Consensus1002.53 over 1990 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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
VANGUARD GROUP INC CIK 0000102909 0.000 0 19,798.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 15,530.6 55.3% 1 +55.3 pp -1.6 pp +55.3 pp +55.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5,861.8 13.8% 3 +0.3 pp +2.0 pp +13.8 pp +13.8 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 4,575.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 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 4,530.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4,529.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3,127.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 2,777.5 12.3% 2 +0.1 pp +12.3 pp +12.3 pp +12.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 2,680.7 18.2% 2 -0.7 pp +18.2 pp +18.2 pp +18.2 pp
Creative Planning CIK 0001540235 0.979 4196 2,036.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 1,995.8 27.7% 2 +0.4 pp +27.7 pp +27.7 pp +27.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,903.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,851.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,651.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1,545.8 30.7% 2 +0.4 pp +30.7 pp +30.7 pp +30.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,342.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 1,202.1 6.6% 2 -0.4 pp +6.6 pp +6.6 pp +6.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1,196.9 7.3% 3 -0.1 pp -0.1 pp +7.3 pp +7.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1,059.7 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 980.3 5.2% 2 +0.7 pp +5.2 pp +5.2 pp +5.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 971.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 935.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 889.9 1.2% 3 +0.4 pp +0.2 pp +1.2 pp +1.2 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 881.7 6.7% 2 +0.1 pp +6.7 pp +6.7 pp +6.7 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 842.1 9.2% 2 +0.0 pp +9.2 pp +9.2 pp +9.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 807.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 782.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 734.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 716.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 692.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 688.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 659.4 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 655.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 648.4 13.4% 2 +0.0 pp +13.4 pp +13.4 pp +13.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 620.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 589.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 581.8 0.9% 3 -0.0 pp +0.2 pp +0.9 pp +0.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 566.5 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 561.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 556.2 10.2% 2 +5.8 pp +10.2 pp +10.2 pp +10.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 539.1 8.2% 2 -3.1 pp +8.2 pp +8.2 pp +8.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 516.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 512.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 480.0 31.3% 2 +0.6 pp +31.3 pp +31.3 pp +31.3 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 451.0 8.8% 2 -0.0 pp +8.8 pp +8.8 pp +8.8 pp
Foster Group, Inc. CIK 0001841544 0.874 318 436.5 13.7% 2 -0.1 pp +13.7 pp +13.7 pp +13.7 pp
FMR LLC CIK 0000315066 0.989 5571 425.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 396.7 9.2% 2 +0.0 pp +9.2 pp +9.2 pp +9.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 387.4 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
Sageworth Trust Co CIK 0001482688 0.943 127 383.1 17.8% 2 -2.5 pp +17.8 pp +17.8 pp +17.8 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 380.8 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
Symetra Investment Management Co CIK 0001811513 0.879 6 378.7 83.2% 2 +0.3 pp +83.2 pp +83.2 pp +83.2 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 373.7 37.9% 2 -0.0 pp +37.9 pp +37.9 pp +37.9 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 364.5 37.1% 2 +0.0 pp +37.1 pp +37.1 pp +37.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 357.2 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 355.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 345.5 26.9% 2 +2.9 pp +26.9 pp +26.9 pp +26.9 pp
Novo Holdings A/S CIK 0001388325 0.596 25 340.8 22.0% 2 -0.3 pp +22.0 pp +22.0 pp +22.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 337.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 313.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 310.1 16.8% 2 +0.2 pp +16.8 pp +16.8 pp +16.8 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 308.9 15.5% 2 +0.6 pp +15.5 pp +15.5 pp +15.5 pp
Plancorp, LLC CIK 0001599579 0.797 425 306.6 9.6% 2 +1.1 pp +9.6 pp +9.6 pp +9.6 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 306.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 294.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 291.1 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 287.0 52.9% 2 -0.1 pp +52.9 pp +52.9 pp +52.9 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 281.8 15.9% 2 +0.2 pp +15.9 pp +15.9 pp +15.9 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 281.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 279.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 270.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 269.8 7.7% 2 -0.0 pp +7.7 pp +7.7 pp +7.7 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 266.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 265.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 264.9 24.3% 2 -0.4 pp +24.3 pp +24.3 pp +24.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 261.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 257.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 250.8 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 250.7 24.1% 2 +0.3 pp +24.1 pp +24.1 pp +24.1 pp
Hardy Reed LLC CIK 0001761871 0.866 252 249.4 18.4% 2 -0.2 pp +18.4 pp +18.4 pp +18.4 pp
REBALANCE, LLC CIK 0001811052 0.941 103 247.0 14.9% 2 -0.5 pp +14.9 pp +14.9 pp +14.9 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 246.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 237.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 229.5 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 229.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Investure, LLC CIK 0001476993 0.837 17 226.2 14.0% 2 -2.8 pp +14.0 pp +14.0 pp +14.0 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 225.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 223.8 1.7% 4 +0.5 pp +0.3 pp +0.3 pp +1.7 pp
Cabot-Wellington, LLC CIK 0001353198 0.928 5 221.1 71.5% 2 +0.4 pp +71.5 pp +71.5 pp +71.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 221.0 4.2% 2 -1.4 pp +4.2 pp +4.2 pp +4.2 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 220.0 19.7% 2 +0.5 pp +19.7 pp +19.7 pp +19.7 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 218.8 36.8% 2 -0.3 pp +36.8 pp +36.8 pp +36.8 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 218.5 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 216.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 214.3 9.9% 2 +0.4 pp +9.9 pp +9.9 pp +9.9 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 210.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 203.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 199.7 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 196.9 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 193.4 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 188.1 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 186.2 13.0% 2 -0.2 pp +13.0 pp +13.0 pp +13.0 pp
Sendero Wealth Management, LLC CIK 0001639375 0.653 209 186.1 21.8% 2 +0.2 pp +21.8 pp +21.8 pp +21.8 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 184.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 183.4 17.0% 2 +0.1 pp +17.0 pp +17.0 pp +17.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 181.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 181.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 180.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Zhang Financial LLC CIK 0001776290 0.816 392 180.5 7.3% 2 -0.3 pp +7.3 pp +7.3 pp +7.3 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 176.8 11.7% 2 +1.7 pp +11.7 pp +11.7 pp +11.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 173.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 172.7 7.3% 2 +0.3 pp +7.3 pp +7.3 pp +7.3 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 171.7 16.6% 2 -0.5 pp +16.6 pp +16.6 pp +16.6 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 170.3 5.7% 2 -0.6 pp +5.7 pp +5.7 pp +5.7 pp
Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 169.5 34.0% 2 -0.6 pp +34.0 pp +34.0 pp +34.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 168.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 166.2 9.9% 2 -0.3 pp +9.9 pp +9.9 pp +9.9 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 164.0 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 163.2 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 162.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 161.7 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 156.6 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 pp
Beacon Wealthcare LLC CIK 0001849336 0.903 26 154.2 54.2% 2 +0.9 pp +54.2 pp +54.2 pp +54.2 pp
West Virginia University Foundation, Inc CIK 0002109379 0.959 6 154.1 40.5% 3 -2.5 pp -2.4 pp +40.5 pp +40.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 154.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 152.0 11.7% 2 -1.7 pp +11.7 pp +11.7 pp +11.7 pp
RW Investment Management LLC CIK 0001631627 0.928 115 151.5 15.6% 2 -1.1 pp +15.6 pp +15.6 pp +15.6 pp
Apella Capital, LLC CIK 0001801507 0.827 695 151.5 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 149.9 32.6% 2 +0.2 pp +32.6 pp +32.6 pp +32.6 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 148.2 25.1% 2 +0.4 pp +25.1 pp +25.1 pp +25.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 146.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 145.6 12.8% 2 +0.0 pp +12.8 pp +12.8 pp +12.8 pp
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 141.4 26.8% 2 +0.4 pp +26.8 pp +26.8 pp +26.8 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 137.7 13.8% 2 +0.3 pp +13.8 pp +13.8 pp +13.8 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 136.7 18.5% 2 +1.0 pp +18.5 pp +18.5 pp +18.5 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 136.0 7.8% 2 -0.1 pp +7.8 pp +7.8 pp +7.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 134.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkwood LLC CIK 0001597823 0.292 71 133.4 13.0% 2 -0.9 pp +13.0 pp +13.0 pp +13.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 132.0 17.4% 2 +0.5 pp +17.4 pp +17.4 pp +17.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 131.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Wedmont Private Capital CIK 0001904274 0.771 949 130.8 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 130.5 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 130.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 129.6 8.8% 2 +0.2 pp +8.8 pp +8.8 pp +8.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 129.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
LHM, INC. CIK 0002009224 0.733 24 128.6 42.5% 2 +2.0 pp +42.5 pp +42.5 pp +42.5 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 128.3 15.4% 3 -0.2 pp +0.6 pp +15.4 pp +15.4 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 126.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 126.3 7.1% 2 +0.2 pp +7.1 pp +7.1 pp +7.1 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 126.2 31.9% 2 +0.9 pp +31.9 pp +31.9 pp +31.9 pp
Avalon Advisory Group CIK 0001802119 0.899 14 125.3 50.8% 2 +0.8 pp +50.8 pp +50.8 pp +50.8 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 125.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 114.0 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
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GeoWealth Management, LLC CIK 0001593387 0.736 882 112.3 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 111.4 36.4% 2 +0.2 pp +36.4 pp +36.4 pp +36.4 pp
TruWealth Advisors, LLC CIK 0001834985 0.672 182 110.4 5.6% 2 -0.4 pp +5.6 pp +5.6 pp +5.6 pp
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CENTRAL TRUST Co CIK 0000044365 0.726 1568 107.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Kinsale Capital Group, Inc. (KNSL) CIK 0001669162 0.525 41 107.1 19.6% 2 -0.8 pp +19.6 pp +19.6 pp +19.6 pp
BANK OF HAWAII CIK 0000315080 0.804 233 107.1 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 106.8 5.3% 2 -0.5 pp +5.3 pp +5.3 pp +5.3 pp
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GM Advisory Group, LLC CIK 0001598304 0.773 374 106.3 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 105.8 6.3% 2 +0.2 pp +6.3 pp +6.3 pp +6.3 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 103.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Busey Bank CIK 0001427202 0.741 388 102.8 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
SAM Advisors, LLC CIK 0001600944 0.830 49 102.1 32.9% 2 +0.2 pp +32.9 pp +32.9 pp +32.9 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 102.0 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
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Composition Wealth, LLC CIK 0001585859 0.756 995 98.8 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
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COMERICA BANK CIK 0000901541 0.812 3711 94.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Stash Investments, LLC CIK 0002008308 0.898 17 94.2 40.5% 2 +0.2 pp +40.5 pp +40.5 pp +40.5 pp
Rainwater Charitable Foundation CIK 0001729139 0.860 4 93.4 58.6% 2 -3.3 pp +58.6 pp +58.6 pp +58.6 pp
GP Brinson Investments LLC CIK 0001860928 0.899 14 93.2 38.0% 2 -0.1 pp +38.0 pp +38.0 pp +38.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 92.2 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 92.0 49.5% 2 +0.7 pp +49.5 pp +49.5 pp +49.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 89.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 88.8 41.5% 1 +41.5 pp +41.5 pp +41.5 pp +41.5 pp
GSG Advisors LLC CIK 0001995773 0.640 148 87.9 23.3% 2 -0.4 pp +23.3 pp +23.3 pp +23.3 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 87.8 27.6% 2 +0.3 pp +27.6 pp +27.6 pp +27.6 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 87.5 21.5% 2 +0.3 pp +21.5 pp +21.5 pp +21.5 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 87.5 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 86.4 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
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Luminvest Wealth Management LLC CIK 0002036517 0.873 58 85.3 27.8% 2 +0.2 pp +27.8 pp +27.8 pp +27.8 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 85.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 83.9 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
TD Capital Management LLC CIK 0001483824 0.737 797 83.5 7.5% 2 +0.2 pp +7.5 pp +7.5 pp +7.5 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 83.4 6.2% 2 -0.0 pp +6.2 pp +6.2 pp +6.2 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 83.2 40.2% 3 +3.6 pp +5.5 pp +40.2 pp +40.2 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 82.9 8.9% 2 +0.1 pp +8.9 pp +8.9 pp +8.9 pp
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Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 79.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Operose Advisors LLC CIK 0001909750 0.647 522 78.7 19.6% 2 +0.5 pp +19.6 pp +19.6 pp +19.6 pp
Hassell Wealth Management, LLC CIK 0001965270 0.820 29 78.6 27.3% 2 +0.2 pp +27.3 pp +27.3 pp +27.3 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 78.6 20.4% 2 +0.6 pp +20.4 pp +20.4 pp +20.4 pp
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Shade Tree Advisors LLC CIK 0001804785 0.714 29 77.9 67.4% 2 -0.3 pp +67.4 pp +67.4 pp +67.4 pp
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Balentine LLC CIK 0001586678 0.932 243 45.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
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National Philanthropic Trust CIK 0001785342 0.575 409 43.6 0.5% 4 -0.1 pp -0.2 pp -0.1 pp +0.5 pp
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CGN Advisors LLC CIK 0001841506 0.595 322 41.5 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
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AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 24.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
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Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 23.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 23.1 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
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Clarity Wealth Development LLC CIK 0002048774 0.213 59 22.7 20.5% 2 +0.8 pp +20.5 pp +20.5 pp +20.5 pp
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Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 22.3 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
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Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 22.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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World Investment Advisors CIK 0001652594 0.670 1523 21.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Symmetry Partners, LLC CIK 0001697493 0.824 295 21.4 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
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Compass Advisory Group LLC CIK 0001720292 0.720 89 20.7 5.8% 2 -0.3 pp +5.8 pp +5.8 pp +5.8 pp
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Aspect Partners, LLC CIK 0001985284 0.319 679 20.2 9.2% 2 +1.2 pp +9.2 pp +9.2 pp +9.2 pp
TSFG, LLC CIK 0001800513 0.413 891 20.1 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
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QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 20.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 19.7 17.8% 2 +8.0 pp +17.8 pp +17.8 pp +17.8 pp
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Estate Counselors, LLC CIK 0001559832 0.739 91 19.6 1.7% 2 +1.6 pp +1.7 pp +1.7 pp +1.7 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 19.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 19.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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Applied Capital LLC CIK 0001862965 0.797 53 18.9 7.6% 2 +0.0 pp +7.6 pp +7.6 pp +7.6 pp
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Fairway Financial, LLC CIK 0001921009 0.690 23 18.9 14.9% 2 +0.3 pp +14.9 pp +14.9 pp +14.9 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 18.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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Northland Capital Management LLC CIK 0001693032 0.536 30 18.5 10.8% 2 +0.3 pp +10.8 pp +10.8 pp +10.8 pp
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Garner Asset Management Corp CIK 0001714093 0.243 169 9.6 3.9% 2 +0.4 pp +3.9 pp +3.9 pp +3.9 pp
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Chesley Taft & Associates LLC CIK 0001164632 0.609 369 9.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 9.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 9.3 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 9.3 6.8% 2 -1.7 pp +6.8 pp +6.8 pp +6.8 pp
BayBridge Capital Group, LLC CIK 0001898297 0.330 96 9.3 5.9% 2 +0.5 pp +5.9 pp +5.9 pp +5.9 pp
Newton One Investments LLC CIK 0001842787 0.837 146 9.3 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
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Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 9.3 6.1% 2 +0.1 pp +6.1 pp +6.1 pp +6.1 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 9.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Life Planning Partners, Inc CIK 0001910934 0.464 71 9.3 6.8% 2 -0.1 pp +6.8 pp +6.8 pp +6.8 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 9.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 9.2 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 9.2 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Gridiron Partners, LLC CIK 0001910867 0.664 51 9.2 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 9.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 9.1 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
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Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 9.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 9.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 9.0 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
S.A. Mason LLC CIK 0001800911 0.217 282 9.0 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 9.0 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 9.0 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
Next Capital Management LLC CIK 0001752762 0.504 138 8.9 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 8.9 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 8.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Pullen Investment Management, LLC CIK 0002011668 0.100 98 8.9 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 8.8 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
Crews Bank & Trust CIK 0002052279 0.645 662 8.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
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CFO4Life Group, LLC CIK 0001706351 0.612 236 8.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
Trust Co CIK 0001632554 0.769 908 8.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 8.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 8.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Mathes Company, Inc. CIK 0001389223 0.419 129 8.6 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 8.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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BSW Wealth Partners CIK 0001512601 0.641 331 8.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Accel Wealth Management CIK 0001838226 0.242 305 8.6 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
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CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 8.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 8.5 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Betterment LLC CIK 0001633901 0.437 675 8.5 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
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M3 Advisory Group, LLC CIK 0002014826 0.333 156 8.4 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 8.4 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
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Blue Trust, Inc. CIK 0001856022 0.912 2446 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 8.4 3.0% 3 +0.0 pp -0.2 pp +3.0 pp +3.0 pp
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C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 8.3 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
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Comprehensive Financial Management LLC CIK 0001799802 0.961 39 8.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 8.2 1.5% 1 +1.5 pp +1.3 pp +1.5 pp +1.5 pp
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SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 8.2 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
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ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 8.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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SigFig Wealth Management, LLC CIK 0001696957 0.938 142 8.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 8.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 8.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 8.0 2.9% 4 +0.5 pp +1.2 pp -0.1 pp +2.9 pp
RHS Financial, LLC CIK 0001766514 0.159 165 8.0 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
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Rolek Wealth Management LLC CIK 0002051339 0.833 23 7.8 5.9% 2 -0.0 pp +5.9 pp +5.9 pp +5.9 pp
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RVW Wealth, LLC CIK 0001756543 0.783 183 7.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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L & S Advisors Inc CIK 0001392364 0.047 236 7.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Florida Trust Wealth Management Co CIK 0001651023 0.623 461 7.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 7.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 6.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 6.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 6.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
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Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 6.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 6.3 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 6.3 4.5% 2 +0.3 pp +4.5 pp +4.5 pp +4.5 pp
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CVFG LLC CIK 0002050974 0.313 250 6.3 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
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Wind River Trust Co CIK 0001657703 0.905 12 6.2 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
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Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Trek Financial, LLC CIK 0001768195 0.100 501 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Selective Wealth Management, Inc. CIK 0001755670 0.654 136 6.1 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 6.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 6.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Successful Portfolios LLC CIK 0001721780 0.241 199 6.0 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
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Neuberger Berman Group LLC CIK 0001465109 0.900 2283 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DT Investment Partners, LLC CIK 0001537621 0.779 512 6.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 6.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 6.0 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
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HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 5.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 5.8 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
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INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.8 2.8% 3 -0.3 pp -0.6 pp +2.8 pp +2.8 pp
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Flagship Private Wealth, LLC CIK 0001842560 0.482 115 5.8 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
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STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 5.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
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American Financial Advisors, LLC CIK 0001767898 0.654 169 5.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Intrua Financial, LLC CIK 0001812792 0.394 491 5.5 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
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Yoffe Investment Management, LLC CIK 0002056336 0.125 113 2.7 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
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Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 2.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
SFM, LLC CIK 0002064225 0.428 69 2.6 1.5% 4 -0.0 pp -0.1 pp -0.2 pp +1.5 pp
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GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Monument Capital Management CIK 0001729428 0.068 262 2.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
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NCM Capital Management, LLC CIK 0001907054 0.309 194 2.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
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Copperleaf Capital, LLC CIK 0001802225 0.175 114 2.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 2.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Holland Advisory Services, Inc. CIK 0001890183 0.471 49 2.6 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
Innova Wealth Partners CIK 0001888831 0.101 167 2.6 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
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KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 2.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Bull Street Advisors, LLC CIK 0001790837 0.248 95 2.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Oxbow Advisors, LLC CIK 0001564770 0.478 265 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Global Assets Advisory, LLC CIK 0001942932 0.029 322 2.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 2.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 2.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
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Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 2.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
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Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.4 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 2.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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Main Street Group, LTD CIK 0001965796 0.694 863 2.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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Goldstein Advisors, LLC CIK 0001963807 0.653 261 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 2.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
GatePass Capital, LLC CIK 0002087399 0.107 188 2.0 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Realta Investment Advisors CIK 0001776792 0.189 378 2.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Bay Rivers Group CIK 0001798924 0.313 125 2.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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Orgel Wealth Management, LLC CIK 0001658535 0.871 113 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 2.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Baron Financial Group, LLC CIK 0001832093 0.538 56 2.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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United Advisor Group, LLC CIK 0002004873 0.269 527 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 2.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 2.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 1.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Neumann Capital Management, LLC CIK 0001631930 0.008 58 1.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 1.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 1.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
XML Financial, LLC CIK 0001800465 0.420 447 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MYECFO, LLC CIK 0001986457 0.711 73 1.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 1.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 1.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
DAVIDSON TRUST CO CIK 0001133119 0.258 190 1.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 1.9 1.2% 1 +1.2 pp +0.1 pp -0.6 pp +1.2 pp
JGP Wealth Management, LLC CIK 0001748278 0.652 231 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 1.9 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ETF Store, Inc. CIK 0001911470 0.237 114 1.9 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 1.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daner Wealth Management, LLC CIK 0001956649 0.607 96 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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MFA Wealth Services CIK 0001989379 0.288 134 1.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
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Concord Wealth Partners CIK 0001814214 0.457 885 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 1.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
True Vision MN LLC CIK 0002013460 0.163 98 1.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
PARTHENON LLC CIK 0001088859 0.632 133 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Strategent Financial, LLC CIK 0002052737 0.741 41 1.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
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Cypress Capital Group CIK 0001341748 0.370 314 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Next Level Private LLC CIK 0001910366 0.538 174 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 1.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 1.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Heritage Wealth Advisors CIK 0001591122 0.892 703 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Apexium Financial, LP CIK 0001765285 0.880 288 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 1.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
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Westshore Wealth, LLC CIK 0001806366 0.670 107 1.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Objective Capital Management, LLC CIK 0001924152 0.294 102 1.7 1.8% 3 -0.0 pp -0.0 pp +1.8 pp +1.8 pp
ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 1.7 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
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Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 1.7 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
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Hamilton Wealth, LLC CIK 0001760263 0.303 117 1.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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Columbus Macro, LLC CIK 0001727269 0.259 207 1.7 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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HWG Holdings LP CIK 0001599390 0.277 44 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Brick & Kyle, Associates CIK 0001632253 0.567 96 1.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
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PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -16.8 pp +0.0 pp +0.0 pp +0.0 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 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 VTI). Qtrs Held counts distinct quarters this fund has actually held VTI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VTI position size. Δ columns are the percentage-point change in VTI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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