Signals

VXUS

2075 in-universe funds with a nonzero position in VXUS within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#85
Score / z2.276 / 2.72
Consensus697.49 over 1332 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 7,661.1 26.1% 2 -0.4 pp +26.1 pp +26.1 pp +26.1 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 2,074.2 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 1,532.6 4.4% 4 -0.1 pp +0.7 pp +0.5 pp +4.4 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,339.6 0.1% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Narodna banka Slovenska CIK 0002126778 0.984 3 1,273.1 36.5% 1 +36.5 pp +36.5 pp +36.5 pp +36.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,045.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 711.2 0.5% 5 +0.4 pp +0.1 pp -0.0 pp +0.4 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 707.5 4.0% 5 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 580.4 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 562.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 551.1 3.0% 5 -0.8 pp -0.5 pp -1.2 pp -1.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 497.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 490.8 3.6% 5 -0.0 pp +0.3 pp +3.5 pp +3.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 467.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 451.2 6.0% 5 -0.1 pp +2.3 pp +2.3 pp +2.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 412.5 0.1% 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 411.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 383.4 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 341.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sageworth Trust Co CIK 0001482688 0.943 127 326.8 12.9% 5 -0.2 pp -0.7 pp -1.3 pp -3.0 pp
Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 238.5 14.3% 5 -0.9 pp +0.0 pp -1.6 pp -1.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 214.8 0.3% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard National Trust Co CIK 0001984256 0.877 787 205.3 11.2% 2 -0.4 pp +11.2 pp +11.2 pp +11.2 pp
Zhang Financial LLC CIK 0001776290 0.816 392 192.0 5.6% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 188.1 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 184.0 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 184.0 9.0% 5 -0.2 pp +0.6 pp +0.5 pp +1.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 181.9 0.2% 5 -0.0 pp +0.0 pp +0.2 pp -1.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 181.7 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 180.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 166.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First American Financial Corp (FAF) CIK 0001472787 0.922 3 164.0 42.0% 5 -1.9 pp -0.2 pp +3.1 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 155.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 148.7 1.4% 5 -0.1 pp -0.4 pp -1.0 pp -1.8 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 147.1 6.7% 5 -0.2 pp +0.9 pp +0.9 pp +0.8 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 145.4 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 130.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 126.0 5.9% 5 -0.1 pp +1.8 pp +1.9 pp +1.9 pp
LINCOLN NATIONAL CORP (LNC, LNC-PD) CIK 0000059558 0.929 20 123.1 3.1% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 119.3 1.4% 5 +0.3 pp +0.7 pp +0.9 pp +1.0 pp
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 117.2 10.4% 5 -0.4 pp +0.2 pp +1.1 pp +1.4 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 115.6 10.1% 5 -0.1 pp +0.7 pp +1.1 pp +1.7 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 104.1 10.5% 5 -1.8 pp -0.7 pp -0.3 pp -1.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 103.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 102.0 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 99.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 98.6 4.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 97.8 4.0% 3 +1.3 pp +4.0 pp +4.0 pp +4.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 94.2 10.2% 5 -0.1 pp +1.0 pp +1.0 pp +2.8 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 94.0 1.5% 5 +0.3 pp +0.5 pp +0.3 pp +0.3 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 92.1 2.6% 6 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 90.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 89.2 1.7% 5 -0.0 pp +0.4 pp +0.8 pp +0.9 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 89.2 0.3% 5 +0.0 pp +0.2 pp -0.2 pp -0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 88.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 87.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 87.7 7.5% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 85.9 1.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 85.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 85.1 8.1% 7 -0.1 pp -0.5 pp +1.6 pp +1.4 pp
Creative Planning CIK 0001540235 0.979 4196 85.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminvest Wealth Management LLC CIK 0002036517 0.873 58 84.7 19.7% 5 +0.8 pp +1.0 pp +1.1 pp +1.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 81.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 78.4 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 77.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 76.4 1.5% 4 -0.2 pp +0.1 pp +0.0 pp +1.5 pp
FMR LLC CIK 0000315066 0.989 5571 75.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 71.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 69.1 13.6% 5 +0.3 pp +0.4 pp +0.6 pp +0.7 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 68.0 3.0% 5 +0.1 pp -1.9 pp -3.8 pp -3.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 67.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenline Partners, LLC CIK 0001697323 0.573 149 66.8 6.8% 5 +0.6 pp +1.1 pp +1.8 pp +2.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 65.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 65.0 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 63.5 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Haverford Trust Co CIK 0000842941 0.805 424 63.5 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SAM Advisors, LLC CIK 0001600944 0.829 49 62.9 17.2% 5 -0.3 pp -0.1 pp -0.2 pp -0.4 pp
25 LLC CIK 0001968777 0.795 80 62.3 17.1% 5 +0.1 pp +0.6 pp +1.2 pp +1.3 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 62.1 2.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 62.0 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 60.3 7.7% 5 -0.1 pp +0.2 pp -0.3 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 57.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 56.1 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 54.8 6.8% 5 -0.1 pp +0.6 pp +0.4 pp +0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 54.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 54.2 1.6% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
Tenon Financial LLC CIK 0002020781 0.850 61 53.3 17.2% 5 +0.0 pp +1.2 pp +4.0 pp -1.9 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 53.2 3.3% 5 +0.9 pp +0.8 pp +0.8 pp +0.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 52.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 52.3 0.8% 7 +0.5 pp +0.6 pp +0.5 pp +0.5 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 51.3 11.8% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 49.5 5.4% 5 -0.7 pp -0.6 pp -0.7 pp -0.9 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 48.8 1.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 47.7 14.9% 6 +1.2 pp +1.7 pp +1.9 pp +3.3 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 47.6 3.2% 5 +0.1 pp +0.2 pp -0.2 pp -0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 47.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRB Wealth Management, LLC CIK 0002130988 0.545 296 45.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Souders Financial Advisors CIK 0001811240 0.482 224 44.6 4.5% 5 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 44.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 44.4 2.3% 5 -0.1 pp -3.5 pp -4.3 pp -4.3 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 43.6 2.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 43.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 42.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 42.2 8.9% 5 -0.1 pp +0.3 pp +0.4 pp +0.2 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 41.5 2.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 41.2 1.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 40.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 38.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 38.2 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 38.1 0.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 37.9 4.7% 3 +0.1 pp +0.1 pp +4.7 pp +4.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 37.5 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 37.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 36.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 36.1 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 35.8 2.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 35.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 35.6 0.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
BURRUS FINANCIAL SERVICES, INC. CIK 0001573947 0.894 11 34.7 15.1% 7 +0.5 pp -6.0 pp -1.8 pp -1.6 pp
STUART INVESTMENT ADVISORS, INC. CIK 0001910180 0.853 21 34.3 13.8% 5 +1.1 pp -11.5 pp -10.6 pp +1.7 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 34.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 33.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 33.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 33.3 0.2% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 32.6 2.1% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 32.3 0.2% 2 -0.3 pp +0.2 pp +0.2 pp -0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 31.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 31.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 31.7 4.7% 5 +0.1 pp +0.3 pp +0.7 pp +1.1 pp
Manuka Financial, LLC CIK 0002049064 0.635 55 30.9 16.0% 5 -1.0 pp -0.2 pp +0.8 pp +0.4 pp
Joseph Group Capital Management CIK 0001910383 0.433 387 30.6 6.4% 5 -0.5 pp -0.9 pp +0.1 pp -0.5 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 30.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 30.4 4.8% 5 +0.4 pp +0.5 pp +0.7 pp +0.9 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 30.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 30.3 7.2% 5 -0.1 pp +0.2 pp -0.7 pp -0.4 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 29.4 4.4% 5 +0.1 pp -0.1 pp -0.3 pp -3.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 29.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Juno Financial Group LLC CIK 0002106874 0.603 73 28.8 10.2% 2 +0.2 pp +10.2 pp +10.2 pp +10.2 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 28.7 1.4% 2 +0.0 pp +1.4 pp -0.8 pp +0.5 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 28.6 4.9% 5 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 28.4 6.3% 5 +0.0 pp +6.0 pp +6.0 pp +6.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 28.3 1.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
STONE LOFT WEALTH MANAGEMENT LLC CIK 0002130930 0.762 31 28.1 16.0% 2 +0.9 pp +16.0 pp +16.0 pp +16.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 28.0 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 28.0 8.6% 2 -0.1 pp +8.6 pp +8.6 pp +8.6 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 27.4 9.4% 5 +0.9 pp +1.6 pp +1.2 pp +1.7 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 27.3 0.6% 5 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Shelter Mutual Insurance Co CIK 0001455288 0.476 58 26.9 5.7% 5 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 26.8 16.4% 5 -0.5 pp -0.3 pp -0.4 pp -1.2 pp
Cairn Investment Group, Inc. CIK 0001800358 0.361 65 26.6 11.7% 5 -0.0 pp +0.7 pp +1.5 pp +0.6 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 26.5 3.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
RESOLUTE CAPITAL, LLC CIK 0002069920 0.656 72 26.5 9.1% 2 +4.4 pp +9.1 pp +9.1 pp +9.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 26.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Wedmont Private Capital CIK 0001904274 0.771 949 25.7 0.7% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 25.7 0.5% 5 -0.0 pp +0.1 pp -0.4 pp -0.3 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 25.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 25.3 2.2% 5 -1.4 pp -1.2 pp -1.1 pp -1.1 pp
SVRN Asset Management, LLC CIK 0002094004 0.445 51 25.0 12.9% 2 +2.7 pp +12.9 pp +12.9 pp +12.9 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 24.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Choate Investment Advisors CIK 0001399794 0.922 472 24.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Navalign, LLC CIK 0001820593 0.504 132 24.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 24.3 6.3% 5 -0.3 pp -0.4 pp +0.1 pp +2.4 pp
Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 23.3 4.1% 5 +0.0 pp +0.5 pp +0.5 pp +0.6 pp
Family CFO Inc CIK 0001911695 0.752 47 23.2 8.9% 5 -0.5 pp -0.3 pp -0.4 pp -0.5 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 22.5 3.4% 5 +0.4 pp +0.9 pp +1.1 pp +1.0 pp
Sellwood Investment Partners LLC CIK 0001763958 0.770 59 22.5 7.9% 5 +1.2 pp +1.0 pp +2.8 pp +2.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 22.2 0.0% 4 -0.6 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 22.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 21.8 5.7% 5 -0.3 pp +0.1 pp +0.3 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 21.7 1.1% 4 +0.2 pp +0.3 pp +0.4 pp +1.1 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 21.6 6.6% 4 -0.3 pp +6.3 pp -0.1 pp +6.6 pp
Prime Buchholz LLC CIK 0002051999 0.271 40 21.5 7.8% 5 -2.0 pp -0.9 pp -0.3 pp +6.0 pp
Drystone LLC CIK 0001910462 0.713 18 20.9 17.2% 5 -0.0 pp +0.4 pp +0.7 pp +1.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 20.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 20.5 3.7% 5 -2.2 pp -2.0 pp -6.2 pp -6.1 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 20.5 1.6% 5 +0.2 pp +0.4 pp +0.7 pp +0.8 pp
WealthCollab, LLC CIK 0002017870 0.550 969 20.4 7.4% 5 -0.2 pp +0.4 pp +0.2 pp -0.3 pp
David Kennon Inc CIK 0001954126 0.575 45 19.9 6.6% 5 +0.1 pp +0.9 pp +0.8 pp +0.9 pp
Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 19.8 12.4% 5 +0.3 pp +0.4 pp +0.7 pp +1.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 19.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 19.7 9.3% 1 +9.3 pp +2.6 pp +5.9 pp +6.1 pp
Breakwater Investment Management CIK 0002025925 0.462 600 19.2 6.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Greenbush Financial Group, LLC CIK 0002061818 0.637 35 19.2 5.6% 6 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 18.9 1.5% 4 -0.7 pp +0.5 pp +0.5 pp +1.5 pp
GRANVILLE CAPITAL, INC. CIK 0001404784 0.709 86 18.9 8.4% 2 -0.1 pp +8.4 pp +8.4 pp +8.4 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 18.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 18.8 0.4% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 18.8 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 18.7 5.0% 5 +0.4 pp +1.2 pp +1.8 pp +2.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 18.6 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 18.5 1.8% 5 -0.1 pp +1.0 pp +0.3 pp +0.5 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 18.5 1.0% 5 -0.4 pp -0.3 pp -0.3 pp -0.6 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 18.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 18.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 18.3 4.5% 5 +0.0 pp +0.2 pp +0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 18.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Shade Tree Advisors LLC CIK 0001804785 0.714 29 18.2 10.6% 5 -1.0 pp -0.1 pp -0.8 pp +0.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 18.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 18.1 1.1% 5 -0.0 pp +0.3 pp +0.2 pp +0.1 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 18.0 3.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.0 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 17.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GuidedMoney, LLC CIK 0002112951 0.875 34 17.6 8.2% 2 -0.6 pp +8.2 pp +8.2 pp +8.2 pp
Index Fund Advisors, Inc. CIK 0001665097 0.956 135 17.5 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Berman McAleer LLC CIK 0002094332 0.753 175 17.2 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
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Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 16.9 12.0% 5 -0.2 pp +0.0 pp +0.1 pp -4.7 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 16.8 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 16.1 10.1% 5 +1.9 pp +2.3 pp +2.5 pp +3.6 pp
Charis Legacy Partners, LLC CIK 0002056602 0.634 28 16.0 19.7% 5 -0.9 pp -0.1 pp +1.1 pp +1.5 pp
Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 16.0 9.5% 5 -0.3 pp +0.1 pp +0.3 pp +0.4 pp
Apella Capital, LLC CIK 0001801507 0.827 695 15.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 15.8 3.5% 5 -0.3 pp -0.4 pp -0.3 pp -0.1 pp
Tribridge Partners Financial LLC CIK 0002083677 0.741 82 15.5 6.1% 4 -0.0 pp +0.4 pp +0.3 pp +6.1 pp
Centric Wealth Management CIK 0001752761 0.252 209 15.3 2.4% 4 +1.3 pp +1.7 pp +2.2 pp +2.4 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 15.3 7.9% 1 +7.9 pp -0.4 pp -0.5 pp -0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 15.2 0.1% 6 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Diversified Trust Co CIK 0001479844 0.817 1115 15.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Calydon Capital CIK 0001759271 0.373 277 14.9 2.2% 5 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 14.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 14.6 3.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 14.5 9.0% 5 -1.3 pp -1.7 pp -1.3 pp -2.4 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 14.4 0.4% 5 +0.0 pp +0.4 pp +0.3 pp +0.4 pp
BFSG, LLC CIK 0001706836 0.376 765 14.3 1.3% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 14.3 4.3% 5 +0.0 pp -1.9 pp -2.1 pp -1.9 pp
Wrenne Financial Planning LLC CIK 0002023054 0.817 60 14.1 4.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 14.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 13.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 13.4 0.5% 5 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 13.2 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 12.8 5.5% 5 +0.3 pp +4.1 pp +4.6 pp +5.1 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 12.8 1.6% 5 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 12.7 0.2% 1 +0.2 pp -0.1 pp +0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 12.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 12.6 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 12.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Applied Capital LLC CIK 0001862965 0.797 53 12.1 3.9% 5 -0.4 pp -0.5 pp -0.5 pp -0.6 pp
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Winthrop Advisory Group LLC CIK 0001739043 0.835 226 12.0 0.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Intelligent Financial Strategies CIK 0001911000 0.786 60 11.8 5.7% 5 +0.0 pp +0.7 pp +0.7 pp +5.0 pp
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Legacy Advisors, LLC CIK 0001720969 0.552 337 11.8 1.1% 4 +0.1 pp +0.1 pp +0.7 pp +1.1 pp
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SYM FINANCIAL Corp CIK 0000764739 0.741 530 11.7 0.9% 5 -0.7 pp -0.7 pp -0.9 pp -1.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 11.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 11.5 5.4% 5 +0.3 pp +2.3 pp +2.4 pp +2.6 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 11.4 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 11.4 3.2% 5 +1.1 pp +2.6 pp +3.1 pp +3.1 pp
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Optas, LLC CIK 0001802961 0.460 494 11.1 1.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 11.0 8.3% 5 -0.5 pp -0.7 pp -1.0 pp -3.1 pp
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Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 11.0 4.6% 5 +0.2 pp +0.5 pp +0.3 pp +0.4 pp
Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 10.9 7.8% 5 -3.3 pp -3.2 pp -2.9 pp +0.4 pp
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M Wealth Management, LLC CIK 0002026150 0.583 57 10.6 8.3% 5 +0.3 pp +0.4 pp +0.7 pp +0.8 pp
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San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 10.5 1.6% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
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MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 10.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ADE, LLC CIK 0001845950 0.661 93 9.9 4.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.6 pp
Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 9.9 6.1% 5 +0.0 pp +0.5 pp +1.5 pp +1.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 9.9 3.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
Vernal Point Advisors, LLC CIK 0001820363 0.887 20 9.8 3.3% 5 -0.2 pp -0.2 pp +0.1 pp +1.5 pp
Spire Wealth Management CIK 0001858740 0.515 2226 9.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 9.6 3.9% 6 -0.7 pp -0.4 pp -1.5 pp -1.1 pp
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World Investment Advisors CIK 0001652594 0.670 1523 8.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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GSG Advisors LLC CIK 0001995773 0.640 148 8.4 1.8% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
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CGN Advisors LLC CIK 0001841506 0.595 322 8.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Roundview Capital LLC CIK 0001476804 0.530 349 7.8 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
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GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 7.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 7.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 7.7 0.4% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 7.6 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 7.5 3.7% 5 +0.6 pp +0.6 pp +0.8 pp +0.9 pp
Coyle Financial Counsel LLC CIK 0001593038 0.791 125 7.4 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 7.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 7.4 2.3% 5 +0.6 pp +0.7 pp +1.7 pp +1.8 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 7.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.542 52 7.3 5.1% 5 +0.9 pp +1.3 pp +1.4 pp +1.3 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 7.3 0.6% 5 +0.0 pp +0.4 pp +0.3 pp +0.4 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 7.3 0.4% 5 -0.0 pp +0.0 pp +0.2 pp +0.4 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 7.3 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 7.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanager Wealth Management LLP CIK 0001892929 0.750 158 7.2 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 7.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 7.1 1.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 7.1 0.9% 5 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
Main Management LLC CIK 0001583092 0.804 95 7.0 0.5% 5 +0.0 pp -0.5 pp -0.4 pp -0.4 pp
Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 7.0 4.6% 5 +0.0 pp +0.3 pp +0.5 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 7.0 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Range Advisory, LLC CIK 2152629 0.575 342 6.9 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 6.9 1.6% 5 -0.2 pp -0.3 pp -0.3 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MAYPORT, LLC CIK 0001922875 0.801 134 6.8 1.1% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
Orcam Financial Group CIK 0001905367 0.304 105 6.8 3.3% 5 -0.6 pp -0.6 pp -0.9 pp -0.7 pp
Global Trust Wealth Management LLC CIK 0002065265 0.224 75 6.8 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 6.8 2.9% 2 +0.6 pp +2.9 pp +2.9 pp +2.9 pp
Mustard Seed Financial, LLC CIK 0002011321 0.467 97 6.8 3.5% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 6.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 6.7 2.0% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 6.7 2.1% 5 +0.6 pp +1.0 pp +1.4 pp +1.9 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 6.7 2.1% 5 +0.2 pp +0.1 pp -0.3 pp +0.1 pp
AMES NATIONAL CORP (ATLO) CIK 0001132651 0.601 69 6.6 3.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.6 2.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 6.6 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 6.6 2.6% 5 -0.0 pp -0.2 pp -0.1 pp -0.4 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 6.5 5.0% 5 +0.1 pp +0.0 pp +0.2 pp +0.0 pp
Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 6.4 5.1% 5 -0.1 pp +2.6 pp +3.2 pp +3.3 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 6.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 6.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 6.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.4 1.8% 5 +0.1 pp +0.1 pp -0.3 pp -0.4 pp
BOKF, NA CIK 0000009634 0.752 1160 6.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.4 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 6.4 3.1% 5 -0.3 pp +0.4 pp +0.4 pp -0.1 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 6.3 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madden Advisory Services, Inc. CIK 0001542284 0.434 110 6.3 2.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 6.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 6.2 3.7% 4 -0.1 pp +0.8 pp -0.1 pp +3.7 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 6.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 6.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
VAN STRUM & TOWNE INC. CIK 0001080173 0.412 111 6.1 1.7% 5 +0.2 pp +0.5 pp +0.9 pp +1.1 pp
Financial Architects, LLC CIK 0002008540 0.807 24 6.1 2.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 6.1 3.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 6.1 3.2% 2 -0.1 pp +3.2 pp -0.3 pp +3.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.1 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 6.0 0.5% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 6.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wayfinding Financial, LLC CIK 0001898131 0.240 171 6.0 2.3% 5 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
Scott & Selber, Inc. CIK 0001315269 0.412 91 5.9 1.3% 5 -0.1 pp -0.0 pp +0.0 pp -0.2 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 5.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 5.9 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Sage Investment Advisers LLC CIK 0001925418 0.283 98 5.9 4.0% 2 +0.4 pp +4.0 pp +4.0 pp +4.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 5.9 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 5.8 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 5.8 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
TD Capital Management LLC CIK 0001483824 0.737 797 5.8 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 5.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 5.7 1.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.6 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 5.6 0.6% 3 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 5.6 0.7% 4 +0.0 pp -0.0 pp +0.0 pp +0.7 pp
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Everest Private Wealth CIK 0002056683 0.390 85 5.6 2.1% 5 +0.1 pp +0.0 pp -0.2 pp +0.0 pp
Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 5.5 1.8% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 5.5 1.4% 4 -0.0 pp -0.1 pp -0.2 pp +1.4 pp
TFO Wealth Partners, LLC CIK 0001698750 0.866 65 5.5 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Sagace Wealth Management LLC CIK 0002027449 0.335 70 5.5 3.5% 4 +0.1 pp +0.2 pp +0.2 pp +3.5 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 5.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 5.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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NBT BANK, N.A. CIK 0000898413 0.440 1069 5.2 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Unconventional Investor, LLC CIK 0001910387 0.781 49 5.2 2.2% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 5.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 5.2 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
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Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 5.1 0.5% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.1 0.9% 6 -0.0 pp -0.2 pp +0.5 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 5.0 0.1% 5 -0.6 pp -0.5 pp +0.1 pp +0.1 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 5.0 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 4.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 4.8 1.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
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RFG Advisory, LLC CIK 0001633387 0.783 1103 4.7 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 4.7 0.4% 5 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
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DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Friday Financial CIK 0002048792 0.653 108 3.9 1.0% 5 -0.2 pp -0.2 pp +0.2 pp +0.1 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 3.8 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
Trek Financial, LLC CIK 0001768195 0.100 501 3.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Plancorp, LLC CIK 0001599579 0.797 425 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centennial Advisors, LLC CIK 0001951376 0.026 76 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.8 pp -0.6 pp -0.1 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.0 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
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Value Investment Professionals, LLC CIK 0002110205 0.000 97 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp +0.0 pp -11.6 pp -11.3 pp
J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 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
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -2.8 pp
Newton One Investments LLC CIK 0001842787 0.836 146 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 -0.2 pp -0.2 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp -0.2 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.1 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.3 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.7 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 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 (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