Signals

← Signals

☆VXUS

1366 in-universe funds with a nonzero position in VXUS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#25
Score / z4.814 / 6.15
Consensus518.08 over 976 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 5,641.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1,717.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 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 1,149.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 867.4 0.3% 1 +0.3 pp +0.3 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 784.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 721.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 454.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 443.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 383.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 286.7 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 286.3 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 279.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 277.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 257.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 235.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 224.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 221.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 213.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 187.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 180.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 161.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 132.9 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 127.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First American Financial Corp (FAF) CIK 0001472787 0.922 3 123.7 42.1% 1 +42.1 pp +42.1 pp +42.1 pp +42.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 118.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 110.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 109.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 108.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 108.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 108.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 103.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 101.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 98.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 96.3 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 94.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 94.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 89.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 86.5 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 85.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 85.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 82.8 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 79.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 77.4 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 77.3 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 75.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 74.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 74.5 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 64.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 63.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 58.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 58.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 57.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 57.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 56.2 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 55.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 52.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 51.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 51.3 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 50.9 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆SAM Advisors, LLC CIK 0001600944 0.829 49 50.8 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 50.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 49.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 49.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 47.0 6.7% 3 +0.9 pp +1.7 pp +6.7 pp +6.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 46.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 45.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 44.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 44.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 44.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 44.0 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Tenon Financial LLC CIK 0002020781 0.850 61 43.2 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
☆25 LLC CIK 0001968777 0.795 80 43.0 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 42.5 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 42.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 42.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 42.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 41.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 41.0 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 39.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 39.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 38.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 38.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 38.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 36.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 36.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 35.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 35.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 34.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 34.7 16.6% 3 +1.1 pp +2.5 pp +16.6 pp +16.6 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 34.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 33.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 33.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 33.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 32.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 32.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 32.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 31.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 30.3 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 30.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 29.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Manuka Financial, LLC CIK 0002049064 0.635 55 28.8 15.7% 1 +15.7 pp +15.7 pp +15.7 pp +15.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 28.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 28.3 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 27.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 26.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 25.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 25.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 25.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 24.8 11.6% 2 -0.4 pp +11.6 pp +11.6 pp +11.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 24.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 24.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 23.6 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Aperture Investors, LLC CIK 0001787596 0.152 82 23.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 21.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 21.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 21.6 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 21.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Cairn Investment Group, Inc. CIK 0001800358 0.361 65 21.3 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 21.3 31.2% 1 +31.2 pp +31.2 pp +31.2 pp +31.2 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 20.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 20.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 20.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 20.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 19.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 19.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 19.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 19.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 19.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 19.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family CFO Inc CIK 0001911695 0.752 47 18.8 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 18.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 18.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 18.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 17.7 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Drystone LLC CIK 0001910462 0.713 18 17.3 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 17.3 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 16.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 16.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 16.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 16.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 16.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 16.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 15.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 15.3 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆David Kennon Inc CIK 0001954126 0.575 45 15.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
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☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 14.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 14.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 14.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 14.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 13.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 13.3 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 13.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 12.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 12.8 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 12.8 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 12.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 12.6 5.5% 2 +0.0 pp +5.5 pp +5.5 pp +5.5 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 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 12.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 12.2 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 12.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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☆Diversified Trust Co CIK 0001479844 0.817 1115 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 11.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
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☆Calydon Capital CIK 0001759271 0.373 277 10.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 10.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 10.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
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☆M Wealth Management, LLC CIK 0002026150 0.583 57 8.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Orcam Financial Group CIK 0001905367 0.304 105 4.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
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☆Trek Financial, LLC CIK 0001768195 0.100 501 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Human Investing LLC CIK 0001767513 0.861 105 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Cooper Financial Group CIK 0001751581 0.393 448 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NVWM, LLC CIK 0001697274 0.201 780 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Glassman Wealth Services CIK 0001642160 0.931 236 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Columbia Asset Management CIK 0001585047 0.434 168 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Essex LLC CIK 0001889147 0.576 180 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Affiance Financial, LLC CIK 0001723681 0.836 110 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Baldwin Investment Management, LLC CIK 0001346378 0.670 231 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Chicago Capital, LLC CIK 0001740053 0.632 360 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M3 Advisory Group, LLC CIK 0002014826 0.333 156 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Independent Family Office, LLC CIK 0001756485 0.549 85 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Farnam Financial LLC CIK 0002080267 0.372 53 1.1 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Verisail Partners, LLC CIK 0002016904 0.898 26 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flower City Capital CIK 0001808394 0.859 49 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Apexium Financial, LP CIK 0001765285 0.880 288 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆McAdam, LLC CIK 0001695490 0.802 516 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EWA, LLC CIK 0001835252 0.457 332 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆EdgeRock Capital LLC CIK 0001908378 0.651 134 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Verum Partners LLC CIK 0001958984 0.585 200 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sendero Wealth Management, LLC CIK 0001639375 0.652 209 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆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
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HT Partners LLC CIK 0001552999 0.865 53 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Breakwater Capital Group CIK 0001964309 0.408 374 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WIMMER ASSOCIATES 1, LLC CIK 0001667019 0.339 113 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Key FInancial Inc CIK 0001801720 0.372 1356 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CFC Planning Co LLC CIK 0001854428 0.192 70 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +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
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +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
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.427 69 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 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
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 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 VXUS). Qtrs Held counts distinct quarters this fund has actually held VXUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VXUS position size. Δ columns are the percentage-point change in VXUS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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