Signals

VWOB

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

Flow ranking

Rank#1301
Score / z0.029 / 0.02
Consensus171.05 over 311 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 288.0 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 229.4 0.0% 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 210.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 207.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 180.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 179.7 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 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 147.2 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 111.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 101.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 99.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 90.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 86.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 84.0 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 82.7 1.6% 5 +0.4 pp +0.6 pp +0.7 pp +1.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 69.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 61.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 60.1 0.4% 5 +0.1 pp +0.0 pp -0.1 pp -0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 50.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 41.3 0.7% 5 -0.0 pp -0.3 pp -0.1 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 34.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 30.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 30.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 29.3 3.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 27.8 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 25.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 25.2 4.8% 3 -0.1 pp +0.6 pp +4.8 pp +1.8 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 24.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 23.0 6.2% 5 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 20.8 1.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 19.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Trust Co CIK 0001632554 0.769 908 18.9 1.7% 5 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 18.5 1.8% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
Marotta Asset Management CIK 0001802091 0.618 103 17.6 2.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 17.4 1.4% 1 +1.4 pp -0.3 pp -0.3 pp -0.3 pp
Financial Alternatives, Inc CIK 0001967227 0.645 84 17.0 8.4% 5 -0.3 pp -0.3 pp +0.0 pp -0.1 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 16.7 0.1% 5 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 15.4 0.2% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Strategic Financial Services, Inc. CIK 0001432539 0.922 155 15.3 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 15.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 14.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 14.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 14.2 1.4% 3 -0.4 pp +0.1 pp +1.4 pp +1.4 pp
Marion Wealth Management CIK 0001911097 0.503 156 13.8 2.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greystone Financial Group, LLC CIK 0001845302 0.170 74 13.1 3.7% 4 -0.0 pp +0.2 pp +0.3 pp +3.7 pp
SWAN Capital LLC CIK 0001952722 0.651 580 12.6 4.3% 5 +0.9 pp +1.8 pp +2.1 pp +2.9 pp
Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 12.6 2.6% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 12.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 11.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 11.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 10.4 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 9.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +1.5 pp
City State Bank CIK 0001910666 0.322 809 9.4 2.2% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GP Brinson Investments LLC CIK 0001860928 0.899 14 9.2 3.7% 5 -0.3 pp -0.2 pp +1.4 pp +1.3 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 8.9 1.2% 5 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 7.7 0.4% 1 +0.4 pp +0.1 pp +0.2 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 7.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 6.9 0.7% 5 -0.5 pp -0.2 pp -0.2 pp -0.1 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 6.9 1.4% 5 +0.1 pp +0.0 pp +0.3 pp +0.6 pp
LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 6.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 6.2 1.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 6.1 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 6.0 0.6% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
MRA Advisory Group CIK 0001841816 0.219 157 5.8 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 5.7 1.3% 5 -0.8 pp -0.3 pp -0.4 pp -0.4 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 5.3 0.4% 5 -0.0 pp -0.0 pp +0.2 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 5.1 1.6% 4 -0.0 pp +0.1 pp +0.3 pp +1.6 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 5.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 5.0 2.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.9 0.5% 5 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 4.8 4.1% 5 -0.8 pp -0.9 pp -0.2 pp -0.4 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
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 4.7 2.9% 5 +0.3 pp +0.2 pp +0.1 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 4.3 0.8% 5 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
Virtus Family Office LLC CIK 0001913482 0.217 62 4.2 3.4% 5 -0.4 pp -1.0 pp -1.5 pp -1.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 4.0 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 3.9 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 3.8 0.5% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 3.6 0.6% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 3.6 1.9% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Greenspring Advisors, LLC CIK 0001922200 0.867 355 3.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 3.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 3.5 2.3% 1 +2.3 pp +0.9 pp +1.1 pp +1.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.4 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Verde Capital Management CIK 0001802891 0.578 80 3.4 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.3 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.3 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 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 3.1 2.0% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL BANK & TRUST CO CIK 0001175954 0.437 185 3.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 3.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Apella Capital, LLC CIK 0001801507 0.827 695 3.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BEACON ADVISORS HOLDINGS, LLC CIK 0002114314 0.583 37 2.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 2.7 1.6% 5 -0.2 pp +0.2 pp -0.5 pp -0.0 pp
Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 2.6 1.7% 4 -0.0 pp -0.1 pp -0.1 pp +1.7 pp
Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 2.6 1.2% 5 -2.3 pp -2.3 pp -2.2 pp -1.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 2.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.4 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
Connecticut Capital Management Group, LLC CIK 0002097898 0.212 129 2.4 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.3 0.2% 5 -1.1 pp -0.6 pp -0.4 pp +0.2 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 2.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 2.2 1.0% 3 -0.1 pp +0.2 pp +1.0 pp +0.5 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.1 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
K2 Financial Inc. CIK 0002044711 0.455 60 2.0 1.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 2.0 1.2% 4 -0.4 pp -0.5 pp -0.1 pp +1.2 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.0 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 1.9 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Veery Capital, LLC CIK 0001844375 0.780 100 1.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Disciplined Investments, LLC CIK 0001812492 0.414 144 1.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.814 286 1.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Heritage Family Offices, LLP CIK 0002019316 0.105 233 1.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 1.7 0.7% 1 +0.7 pp +0.7 pp +0.4 pp +0.5 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 1.7 0.8% 5 -0.1 pp -0.5 pp -0.6 pp -0.7 pp
AXS Investments LLC CIK 0001801467 0.203 193 1.7 0.5% 1 +0.5 pp -0.3 pp -0.2 pp -0.3 pp
VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 1.7 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Traub Capital Management LLC CIK 0002079207 0.178 132 1.7 1.5% 4 -0.1 pp -0.2 pp -0.3 pp +1.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rinkey Investments CIK 0001730774 0.601 128 1.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.5 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 1.4 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
GenTrust, LLC CIK 0001697110 0.832 201 1.4 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
David Kennon Inc CIK 0001954126 0.575 45 1.2 0.4% 5 -0.1 pp -1.2 pp -1.2 pp -1.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.2 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sidoxia Capital Management, LLC CIK 0002132534 0.195 88 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 1.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Yoffe Investment Management, LLC CIK 0002056336 0.125 113 1.1 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.1 0.7% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
LAM GROUP, INC. CIK 0001961944 0.355 139 1.1 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 0.8 0.2% 5 -2.1 pp -2.1 pp -2.4 pp -2.3 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.8 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FC Advisory LLC CIK 0001683754 0.633 118 0.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekside Partners CIK 0002035951 0.343 193 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Summa Corp. CIK 0001954929 0.569 83 0.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.6 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.6 0.1% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
KKM Financial LLC CIK 0002001943 0.086 169 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS CIK 872786 0.647 329 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 0.6 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.6 0.3% 5 -1.3 pp -1.3 pp -1.3 pp -1.2 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.5 0.3% 4 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Betterment LLC CIK 0001633901 0.437 675 0.5 0.9% 4 +0.1 pp +0.3 pp +0.4 pp +0.9 pp
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
5T Wealth, LLC CIK 0002039313 0.300 134 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.4 0.2% 4 -0.1 pp -0.2 pp -1.7 pp +0.2 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.4 0.0% 5 -0.0 pp -0.8 pp -0.9 pp -1.0 pp
Note Advisors, LLC CIK 0002056243 0.618 86 0.4 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 0.4 0.1% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 0.4 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 0.3 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.3 0.2% 1 +0.2 pp +0.0 pp +0.2 pp +0.2 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
First Growth Capital LLC CIK 0002112081 0.183 136 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PACK Private Wealth, LLC CIK 0001907212 0.828 61 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Range Advisory, LLC CIK 2152629 0.575 342 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lynx Investment Advisory CIK 0002028812 0.063 230 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joule Financial, LLC CIK 0001929070 0.731 116 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Adalta Capital Management LLC CIK 0001698926 0.404 103 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 0.1 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital Advisor Network LLC CIK 0002131047 0.324 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Scarborough Advisors, LLC CIK 0001815355 0.288 147 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
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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 -0.1 pp -0.1 pp -0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.4 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brandywine Asset Management, Inc. CIK 0002106766 0.776 14 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 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
Elm Partners Management LLC CIK 0001743941 0.865 161 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 0.0 0.0% 0 -3.2 pp -1.9 pp -3.2 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp -0.9 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy PCG, LLC CIK 0001952532 0.000 26 0.0 0.0% 0 +0.0 pp -1.5 pp -1.4 pp -1.5 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 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
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 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
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 0.0 0.0% 0 +0.0 pp -0.4 pp -1.1 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.7 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -2.0 pp -2.4 pp -2.4 pp -2.4 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 -0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.2 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Manske Wealth Management CIK 0002095143 0.466 226 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -4.8 pp -4.9 pp -4.8 pp -4.9 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.3 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -2.3 pp -2.3 pp -2.3 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.7 pp -0.3 pp +0.0 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -2.6 pp -2.8 pp -2.7 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -2.1 pp -1.1 pp -1.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -0.8 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VWOB). Qtrs Held counts distinct quarters this fund has actually held VWOB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VWOB position size. Δ columns are the percentage-point change in VWOB'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