Signals

VYM

2233 in-universe funds with a nonzero position in VYM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#171
Score / z1.343 / 1.20
Consensus671.64 over 1308 funds
Momentumno 12m return

Price & positioning

250 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
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 1,889.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,533.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,128.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,001.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 902.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 568.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 551.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 543.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 511.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 435.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 400.9 0.6% 4 +0.0 pp -0.0 pp -0.2 pp +0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 399.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 398.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 366.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 354.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 330.1 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 275.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 216.7 2.3% 4 +0.0 pp -0.0 pp +0.0 pp +2.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 215.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 207.2 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 205.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 203.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 186.7 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 167.8 2.7% 4 +0.6 pp +0.6 pp +0.5 pp +2.7 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 154.0 5.1% 4 +0.2 pp +0.1 pp -0.1 pp +5.1 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 153.4 3.2% 4 +0.1 pp +0.6 pp +1.1 pp +3.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 141.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 139.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 135.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 131.7 5.0% 4 +0.1 pp -0.5 pp -0.1 pp +5.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 128.6 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 126.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 117.0 3.3% 4 +0.1 pp +0.0 pp -0.0 pp +3.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 114.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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 111.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 111.0 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
Martel Wealth Advisors LLC CIK 0002039437 0.898 61 108.9 18.5% 4 +0.7 pp +1.0 pp +1.4 pp +18.5 pp
One Day In July LLC CIK 0001823172 0.854 167 108.3 8.7% 4 +0.4 pp +0.5 pp +0.5 pp +8.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 107.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 99.4 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 98.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 95.7 9.9% 4 +0.8 pp +0.6 pp +0.1 pp +9.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 93.0 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 86.9 10.8% 4 +2.0 pp +3.1 pp +2.8 pp +10.8 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 86.8 2.4% 4 +0.2 pp +0.3 pp +0.1 pp +2.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 86.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 82.9 14.9% 4 +0.6 pp +1.1 pp +0.4 pp +14.9 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 81.8 1.3% 4 +0.2 pp -0.1 pp -0.2 pp +1.3 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 81.6 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 78.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 77.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 76.5 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 74.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 67.7 6.0% 1 +6.0 pp -5.2 pp -5.4 pp +6.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 67.1 5.0% 4 -1.1 pp -1.7 pp -1.4 pp +5.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 65.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 64.7 0.5% 4 +0.1 pp -0.0 pp -0.0 pp +0.5 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 62.4 2.7% 4 +0.8 pp +0.7 pp +0.7 pp +2.7 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 58.8 1.1% 4 +0.2 pp +0.8 pp +0.8 pp +1.1 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 58.7 2.6% 4 +0.1 pp +0.1 pp +0.0 pp +2.6 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 56.7 7.9% 4 -1.6 pp -2.1 pp -2.0 pp +7.9 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 56.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 56.1 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 55.8 2.2% 4 +0.3 pp +0.2 pp +0.1 pp +2.2 pp
COMMERCE BANK CIK 0001009076 0.853 1332 54.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 52.4 5.0% 4 +0.2 pp +0.2 pp +0.1 pp +5.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 51.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 51.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 49.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 49.3 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 49.1 11.3% 4 +0.1 pp -0.2 pp -0.5 pp +11.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 49.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Zhang Financial LLC CIK 0001776290 0.816 392 48.8 1.7% 4 +0.0 pp -0.1 pp -0.1 pp +1.7 pp
Operose Advisors LLC CIK 0001909750 0.647 522 48.5 11.2% 4 -0.1 pp -1.1 pp -2.0 pp +11.2 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 46.3 7.1% 4 +0.5 pp +0.3 pp +0.3 pp +7.1 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 45.5 3.1% 4 +0.1 pp -0.1 pp -0.2 pp +3.1 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 45.0 0.5% 4 +0.0 pp +0.4 pp +0.3 pp +0.5 pp
Twele Capital Management, Inc. CIK 0001411268 0.861 40 44.2 7.9% 4 +0.2 pp +0.2 pp +0.2 pp +7.9 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 43.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 43.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 42.7 0.6% 4 -0.2 pp -0.2 pp +0.4 pp +0.6 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 39.8 3.5% 4 -0.1 pp -0.0 pp -0.2 pp +3.5 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 39.8 13.4% 4 +0.7 pp +0.3 pp -0.9 pp +13.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 39.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 39.0 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 38.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 38.2 4.9% 4 +0.1 pp +0.2 pp -0.3 pp +4.9 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 36.9 8.0% 3 +3.3 pp +7.7 pp +8.0 pp +8.0 pp
Human Investing LLC CIK 0001767513 0.861 105 36.7 5.3% 4 +0.4 pp +0.2 pp +0.1 pp +5.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 36.7 0.2% 4 +0.0 pp -0.1 pp +0.0 pp +0.2 pp
Crews Bank & Trust CIK 0002052279 0.645 662 36.5 5.3% 4 +0.2 pp +0.3 pp +0.4 pp +5.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 35.4 1.3% 4 +0.1 pp +0.2 pp +0.2 pp +1.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 35.4 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 35.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 34.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 33.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Private Client Group LLC CIK 0001910636 0.696 86 33.4 11.1% 4 +0.3 pp +0.6 pp +1.2 pp +11.1 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 33.2 7.3% 4 +0.2 pp +0.2 pp +0.1 pp +7.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 33.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 33.1 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 33.1 1.1% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
DAGCO, INC. CIK 0001767343 0.605 117 32.3 7.0% 4 -0.0 pp -0.5 pp -0.7 pp +7.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 32.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 31.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 31.7 7.3% 4 +0.1 pp +0.1 pp -0.0 pp +7.3 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 31.5 3.3% 4 +0.1 pp +0.2 pp -0.1 pp +3.3 pp
GSG Advisors LLC CIK 0001995773 0.640 148 31.5 8.2% 4 +0.3 pp +0.3 pp +0.0 pp +8.2 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 31.4 3.4% 4 +0.1 pp +0.1 pp -0.0 pp +3.4 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 31.4 4.0% 4 -0.0 pp -0.1 pp +0.1 pp +4.0 pp
Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 31.3 11.6% 4 +5.7 pp +5.5 pp +5.3 pp +11.6 pp
BANK OF HAWAII CIK 0000315080 0.804 233 31.2 1.6% 4 +0.1 pp +0.2 pp +0.0 pp +1.6 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 31.1 7.6% 4 +0.4 pp +0.3 pp -0.1 pp +7.6 pp
Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 30.5 15.3% 3 +0.3 pp +0.6 pp +15.3 pp +15.3 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 29.6 3.1% 4 +0.2 pp -0.2 pp -0.3 pp +3.1 pp
REBALANCE, LLC CIK 0001811052 0.941 103 29.5 1.7% 4 +0.1 pp -0.0 pp -0.2 pp +1.7 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 29.3 2.7% 4 -0.3 pp -0.3 pp -0.3 pp +2.7 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 29.3 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 29.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 29.0 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 28.1 4.7% 4 +0.0 pp +0.0 pp -0.0 pp +4.7 pp
Investment Advisory Group, LLC CIK 0001910273 0.464 220 27.8 7.1% 4 +0.2 pp +0.2 pp +0.2 pp +7.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 27.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 27.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 27.0 3.6% 4 +0.1 pp +0.9 pp +0.8 pp +3.6 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 26.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 26.8 2.8% 4 +0.0 pp -0.1 pp -0.1 pp +2.8 pp
PayPay Securities Corp CIK 0001908623 0.257 302 26.8 0.9% 4 +0.5 pp +0.4 pp +0.3 pp +0.9 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 26.7 1.1% 4 +0.3 pp +0.3 pp +0.3 pp +1.1 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 26.5 10.7% 5 +0.2 pp +0.1 pp -0.2 pp -0.2 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 26.4 8.2% 4 +0.5 pp +0.6 pp +0.8 pp +8.2 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 26.0 2.6% 4 -0.3 pp -0.3 pp -0.5 pp +2.6 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 26.0 1.6% 4 +0.1 pp +0.1 pp +0.2 pp +1.6 pp
Avion Wealth CIK 0001792704 0.773 1750 25.9 5.4% 4 +0.2 pp +0.2 pp -0.1 pp +5.4 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 25.4 1.4% 4 +0.0 pp +0.0 pp +0.0 pp +1.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 25.1 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 24.7 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 24.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oak Harvest Investment Services CIK 0001839430 0.239 160 24.6 2.6% 4 -0.3 pp -0.4 pp -0.4 pp +2.6 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 24.3 0.3% 4 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 24.3 12.4% 4 +0.3 pp +0.1 pp -0.7 pp +12.4 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 24.3 4.0% 2 +0.1 pp +4.0 pp +0.2 pp +4.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 24.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Montis Financial, LLC CIK 0001844314 0.565 152 24.1 5.0% 4 +0.1 pp -0.6 pp -1.2 pp +5.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 24.0 3.7% 4 +0.1 pp +0.2 pp -0.2 pp +3.7 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 23.9 6.5% 4 +0.1 pp -0.2 pp -0.4 pp +6.5 pp
Ariston Services Group CIK 0001743859 0.678 70 23.5 14.0% 4 +0.7 pp +0.7 pp -0.1 pp +14.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 23.3 1.3% 4 +0.1 pp -0.3 pp -0.3 pp +1.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 23.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 23.0 4.5% 4 +0.1 pp +0.2 pp +0.2 pp +4.5 pp
FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 23.0 3.2% 4 +0.0 pp +0.2 pp +0.4 pp +3.2 pp
Decker Wealth Management LLC CIK 0002129751 0.422 106 22.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 22.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ballast, Inc. CIK 0001730477 0.553 156 22.1 5.1% 2 +0.3 pp +5.1 pp +5.1 pp +5.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 21.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 21.5 6.0% 4 +0.4 pp +0.4 pp +0.4 pp +6.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 21.5 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 20.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 20.5 1.8% 4 +0.1 pp +0.0 pp +0.4 pp +1.8 pp
NOVEM GROUP CIK 0001926783 0.247 437 20.3 2.3% 4 +2.1 pp +2.1 pp +2.1 pp +2.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 20.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 20.2 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
Performance Wealth Partners, LLC CIK 0001908765 0.943 235 20.2 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 20.1 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 20.1 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 19.9 2.4% 4 +0.0 pp -0.0 pp -0.2 pp +2.4 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 19.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 19.5 1.0% 4 -0.0 pp -0.2 pp -0.3 pp +1.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 19.5 1.7% 4 +0.0 pp -0.0 pp -0.1 pp +1.7 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 19.3 1.0% 4 -0.1 pp -0.2 pp -0.1 pp +1.0 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 19.0 0.9% 4 +0.1 pp -0.0 pp -0.4 pp +0.9 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 18.6 0.5% 4 -0.1 pp -0.2 pp -0.4 pp +0.5 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 18.5 0.4% 1 +0.4 pp +0.3 pp -0.2 pp -0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 18.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 18.4 14.4% 4 -1.1 pp -2.4 pp -7.2 pp +14.4 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 18.4 1.2% 4 +0.1 pp +0.0 pp +0.0 pp +1.2 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 18.2 1.0% 4 +0.0 pp +0.9 pp +0.9 pp +1.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 18.1 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 18.1 0.9% 4 -0.1 pp +0.2 pp +0.2 pp +0.9 pp
Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 18.1 1.9% 4 +0.2 pp +0.4 pp +0.5 pp +1.9 pp
Arkos Global Advisors CIK 0001769089 0.805 124 18.1 2.3% 4 +0.1 pp +0.1 pp -0.0 pp +2.3 pp
AF Advisors, Inc. CIK 0001818044 0.880 30 17.6 9.7% 4 +3.3 pp +5.2 pp +6.1 pp +9.7 pp
Unison Advisors LLC CIK 0001695818 0.855 173 17.6 1.3% 4 -0.2 pp -0.2 pp -0.4 pp +1.3 pp
Certified Advisory Corp CIK 0001731732 0.386 327 17.4 1.6% 4 +0.0 pp +0.0 pp +0.1 pp +1.6 pp
Mittelman Wealth Management CIK 0002021464 0.532 53 17.4 10.9% 4 -0.4 pp -1.2 pp -4.5 pp +10.9 pp
Reality Financial Planning Services, LLC CIK 0002110687 0.746 18 17.4 16.8% 1 +16.8 pp +16.8 pp +16.8 pp +16.8 pp
Hardy Reed LLC CIK 0001761871 0.866 252 17.4 1.3% 4 +0.0 pp -0.1 pp -0.1 pp +1.3 pp
Juno Financial Group LLC CIK 0002106874 0.603 73 17.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 17.2 3.4% 4 +0.7 pp +0.6 pp +0.5 pp +3.4 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 17.1 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 16.8 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 16.8 9.5% 4 +0.2 pp +0.1 pp -0.1 pp +9.5 pp
HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 16.7 7.0% 4 +0.0 pp -0.0 pp -0.1 pp +7.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 16.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 16.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 16.0 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 16.0 2.5% 4 +0.4 pp +0.8 pp +0.9 pp +2.5 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 15.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 15.6 5.7% 4 +0.9 pp +1.5 pp +3.1 pp +5.7 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 15.5 4.5% 6 +0.1 pp +0.1 pp -0.2 pp -0.8 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 15.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 15.4 1.0% 4 -0.4 pp +0.1 pp +0.1 pp +1.0 pp
MATRIX ASSET ADVISORS INC/NY CIK 0001016287 0.574 106 15.4 1.4% 4 +0.1 pp +0.2 pp +0.3 pp +1.4 pp
High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 15.4 3.6% 4 +0.2 pp +0.2 pp +0.2 pp +3.6 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 15.3 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 15.2 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
Causey Wealth LLC CIK 0002132639 0.489 83 15.2 6.4% 5 -0.6 pp -0.3 pp -0.3 pp -0.7 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 15.2 3.1% 4 +0.2 pp +0.2 pp +0.2 pp +3.1 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 15.1 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 15.0 4.5% 4 +0.1 pp +0.0 pp -0.0 pp +4.5 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 14.9 0.6% 3 -0.2 pp +0.0 pp +0.6 pp +0.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 14.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 14.9 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 14.5 2.6% 5 +0.1 pp +0.1 pp -0.2 pp -0.0 pp
Pointe Capital Management LLC CIK 0001640335 0.384 157 14.4 7.2% 4 +0.1 pp +0.3 pp +0.3 pp +7.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 14.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 14.4 2.6% 4 +0.3 pp +0.2 pp +0.3 pp +2.6 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 14.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 14.3 4.0% 4 +0.3 pp +0.3 pp +0.4 pp +4.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 14.0 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 14.0 6.3% 4 +0.2 pp +0.3 pp +0.3 pp +6.3 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 14.0 2.5% 4 +1.1 pp +1.1 pp +1.2 pp +2.5 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 13.9 6.0% 4 +0.9 pp +0.6 pp +0.2 pp +6.0 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 13.9 3.8% 4 +0.1 pp +0.2 pp +0.1 pp +3.8 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 13.9 1.0% 5 -0.2 pp -0.3 pp -0.4 pp -0.8 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.395 160 13.8 2.2% 4 -0.1 pp -0.0 pp -0.1 pp +2.2 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 13.7 5.8% 1 +5.8 pp +5.8 pp +1.7 pp +5.8 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 13.5 2.9% 4 +0.1 pp +0.0 pp -0.0 pp +2.9 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 13.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Gross & Hartman Investments LLC CIK 0001966094 0.730 80 13.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Grandview Asset Management LLC CIK 0001766791 0.487 146 13.2 3.9% 4 +0.2 pp +0.3 pp +0.1 pp +3.9 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 13.1 2.9% 4 +0.4 pp +0.5 pp +0.6 pp +2.9 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 13.1 6.5% 4 +1.0 pp +1.3 pp +1.0 pp +6.5 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 13.0 0.7% 4 +0.0 pp +0.7 pp +0.6 pp +0.7 pp
truNorth Financial Services, Inc. CIK 0002108201 0.521 59 13.0 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 12.9 1.3% 4 +0.2 pp +0.2 pp +0.1 pp +1.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 12.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 12.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 12.7 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 12.5 3.3% 4 +0.5 pp +0.3 pp +0.3 pp +3.3 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 12.3 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 12.2 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 12.1 3.6% 4 +0.2 pp +0.2 pp +0.2 pp +3.6 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 12.0 2.2% 4 -0.8 pp -0.7 pp -1.5 pp +2.2 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 12.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 11.9 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 11.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 11.9 1.2% 4 +0.1 pp +0.1 pp +0.2 pp +1.2 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 11.9 2.9% 4 +0.3 pp +0.2 pp +0.2 pp +2.9 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 11.8 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 11.8 5.6% 4 +1.8 pp +1.9 pp +2.0 pp +5.6 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 11.8 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 11.8 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
World Investment Advisors CIK 0001652594 0.670 1523 11.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 11.8 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 11.8 7.2% 4 +0.6 pp +0.8 pp +0.7 pp +7.2 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 11.6 9.4% 3 +0.9 pp +0.9 pp +9.4 pp +9.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.5 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 11.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 11.3 1.8% 4 -0.3 pp -0.2 pp -0.2 pp +1.8 pp
AMG National Trust Bank CIK 0001388829 0.744 439 11.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 11.3 3.1% 4 +0.2 pp +0.2 pp +0.0 pp +3.1 pp
Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 11.2 1.3% 4 +0.2 pp +0.3 pp +0.2 pp +1.3 pp
CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 11.2 4.7% 4 -0.2 pp -0.2 pp -5.9 pp +4.7 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 11.0 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 11.0 4.5% 4 -0.0 pp -0.2 pp +0.7 pp +4.5 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 11.0 11.2% 4 +0.9 pp +2.6 pp +3.8 pp +11.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 10.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 10.8 2.2% 2 -0.0 pp +2.2 pp -2.2 pp +2.2 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 10.8 2.0% 4 +0.2 pp +0.1 pp -0.2 pp +2.0 pp
Granite FO LLC CIK 0002034090 0.642 171 10.7 6.4% 4 +0.6 pp +0.6 pp +0.7 pp +6.4 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 10.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 10.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 10.7 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 10.6 2.0% 4 +0.1 pp -0.0 pp -0.4 pp +2.0 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 10.6 1.2% 4 +0.3 pp +0.2 pp +0.3 pp +1.2 pp
Evergreen Wealth Management, LLC CIK 0001965292 0.334 55 10.5 5.4% 4 +0.3 pp +0.3 pp +0.2 pp +5.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.5 0.4% 4 +0.0 pp +0.1 pp -0.0 pp +0.4 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 10.4 2.1% 1 +2.1 pp -0.1 pp -1.2 pp +2.1 pp
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IFG Advisors, LLC CIK 0001783412 0.743 165 9.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 9.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 9.8 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 9.7 1.0% 4 +0.3 pp +0.3 pp +0.4 pp +1.0 pp
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City State Bank CIK 0001910666 0.322 809 9.7 2.5% 4 +0.1 pp +0.1 pp +0.2 pp +2.5 pp
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LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 9.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 9.6 1.7% 4 +0.6 pp +0.4 pp +0.1 pp +1.7 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 9.6 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 9.6 1.3% 4 +0.0 pp -0.0 pp -0.0 pp +1.3 pp
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INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.5 0.3% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 9.5 1.4% 4 +0.0 pp +0.0 pp -0.0 pp +1.4 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 9.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 9.5 2.0% 4 -0.1 pp +0.1 pp +1.0 pp +2.0 pp
ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 9.4 2.5% 4 +0.2 pp +0.2 pp +0.3 pp +2.5 pp
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AA Financial Advisors, LLC CIK 0002016899 0.439 230 9.3 1.3% 4 -0.5 pp -0.8 pp -0.9 pp +1.3 pp
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Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 9.2 8.5% 4 +0.2 pp -0.0 pp -0.1 pp +8.5 pp
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Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 9.2 4.0% 4 +0.0 pp -3.8 pp -2.9 pp +4.0 pp
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XML Financial, LLC CIK 0001800465 0.420 447 9.2 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
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Opes Wealth Management LLC CIK 0001766918 0.574 141 2.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Keystone Financial Group CIK 0001729299 0.524 567 2.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.417 111 2.5 1.4% 4 +0.2 pp +0.4 pp +0.3 pp +1.4 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 2.5 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 2.5 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
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Rockingstone Advisors LLC CIK 0002027176 0.225 115 2.5 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 2.5 1.7% 4 -0.3 pp -0.0 pp -0.1 pp +1.7 pp
Auour Investments LLC CIK 0001789310 0.580 95 2.5 0.8% 4 +0.0 pp +0.2 pp +0.2 pp +0.8 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 2.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
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Decker Retirement Planning Inc. CIK 0001975700 0.130 441 2.5 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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North Star Investment Management Corp. CIK 0001342857 0.537 1733 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Glassman Wealth Services CIK 0001642160 0.931 236 2.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Ascent Group, LLC CIK 0001913231 0.507 808 2.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Hegarty Advisors, LLC CIK 0002107727 0.478 66 2.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 2.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Colony Family Offices, LLC CIK 0001633573 0.817 61 2.4 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 2.4 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 2.3 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.3 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
Prudent Man Advisors, LLC CIK 0001817174 0.285 141 2.3 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
SP Asset Management LLC CIK 0001962086 0.687 137 2.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 2.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
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Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 2.3 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
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Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.2 0.5% 4 +0.0 pp +0.0 pp +0.3 pp +0.5 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.2 0.8% 6 -0.3 pp -0.2 pp +0.3 pp +0.3 pp
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ARWA LLC CIK 0002113621 0.167 139 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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Indivisible Partners CIK 0002098400 0.368 637 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 1.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 1.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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Brown Financial Advisory CIK 0001843853 0.850 49 0.9 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
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V2 Financial group LLC CIK 0002022843 0.490 123 0.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
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Team Financial Group, LLC CIK 0001845163 0.669 56 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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BCS Wealth Management CIK 0001798172 0.420 270 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
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New England Professional Planning Group Inc. CIK 0001540867 0.879 50 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Plan Group Financial, LLC CIK 0001940033 0.209 243 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 4 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
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Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Idaho Trust Co CIK 0001568069 0.536 98 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
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Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp -0.4 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp -0.7 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 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
DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -4.2 pp -3.3 pp -3.3 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.064 175 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -1.8 pp -1.8 pp -1.8 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -10.5 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
REDW Wealth LLC CIK 0001688931 0.503 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 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
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.1 pp +0.0 pp -1.0 pp +0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -6.2 pp -5.1 pp -4.9 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -5.9 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -4.2 pp -4.2 pp -4.1 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 0.0 0.0% 0 -3.1 pp -2.1 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.4 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 VYM). Qtrs Held counts distinct quarters this fund has actually held VYM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VYM position size. Δ columns are the percentage-point change in VYM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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