Signals

← Signals

☆DFAC

1355 in-universe funds with a nonzero position in DFAC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#2
Score / z43.951 / 52.99
Consensus475.98 over 829 funds
Momentum-0.12 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-0%
Short interest-47% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3,247.1 4.1% 5 +0.0 pp +0.2 pp +0.1 pp -0.5 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1,889.5 24.3% 5 +1.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1,868.8 1.9% 6 +0.1 pp -0.0 pp -0.7 pp -1.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 822.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 781.1 6.6% 5 -0.4 pp -1.1 pp +1.7 pp -0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 713.4 10.1% 5 +0.3 pp -0.8 pp -1.4 pp -2.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 612.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 603.6 1.8% 5 -0.6 pp -0.0 pp +0.1 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 560.7 31.1% 4 -0.6 pp -1.1 pp -20.8 pp +31.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 547.3 34.6% 5 +1.0 pp +0.4 pp +0.6 pp +1.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 416.0 45.3% 5 +1.5 pp -0.4 pp -2.2 pp -5.5 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 401.7 43.4% 5 +1.1 pp -0.2 pp -0.3 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 371.2 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 349.9 8.5% 5 -3.4 pp -3.9 pp -4.3 pp -4.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 334.9 1.8% 5 -0.4 pp -0.5 pp +0.3 pp +0.3 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 313.4 25.7% 5 +0.5 pp -0.3 pp +0.1 pp -2.5 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 297.5 15.2% 5 +0.3 pp -0.1 pp -1.6 pp -2.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 286.7 1.2% 5 +0.0 pp +0.3 pp +0.2 pp +0.3 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 263.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 261.1 1.2% 5 -0.0 pp -0.4 pp -0.6 pp +0.8 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 253.4 27.6% 5 +2.9 pp +2.3 pp +1.8 pp +2.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 249.9 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 245.9 12.0% 5 +0.4 pp +0.4 pp +0.7 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 245.6 1.2% 5 +0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 238.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 232.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 229.9 18.4% 5 +1.3 pp +1.3 pp +1.9 pp +3.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 223.7 2.1% 5 -0.1 pp -0.5 pp -1.3 pp -2.5 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 218.7 17.3% 5 -0.6 pp -1.2 pp -1.8 pp -3.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 217.1 6.8% 5 -0.1 pp -0.2 pp +0.2 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 213.4 2.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 200.3 10.0% 5 +1.2 pp +1.7 pp +2.2 pp +2.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 198.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 198.0 12.5% 5 +0.3 pp +1.2 pp +1.4 pp +1.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 196.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 191.6 0.2% 6 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 188.5 6.8% 5 +0.3 pp +0.4 pp +0.5 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 188.4 1.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 182.0 2.3% 5 -0.0 pp -0.4 pp -0.3 pp -0.4 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 179.9 33.3% 5 +1.6 pp +0.7 pp +1.4 pp +2.4 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 177.8 24.8% 5 -1.0 pp -1.4 pp -3.9 pp -4.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 176.4 20.7% 7 +0.9 pp +0.2 pp +0.2 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 175.6 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 170.4 13.8% 5 +0.5 pp +0.8 pp +1.0 pp +1.2 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 169.5 19.9% 5 +0.4 pp -0.0 pp -0.1 pp +0.1 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 167.9 60.5% 5 +1.2 pp -0.4 pp -0.8 pp -0.6 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 167.5 35.0% 5 +0.9 pp +0.5 pp -0.6 pp -0.4 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 167.5 37.7% 5 +1.3 pp +0.7 pp +0.5 pp +1.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 166.9 13.0% 5 +1.0 pp +0.0 pp +0.8 pp -0.2 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 164.3 15.6% 2 +0.9 pp +15.6 pp +15.6 pp +15.6 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 155.8 31.9% 5 +0.7 pp +0.2 pp +11.5 pp -0.4 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 146.9 15.1% 3 -0.4 pp -0.4 pp +15.1 pp +15.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 146.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 146.3 2.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 146.3 2.8% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 144.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 143.7 4.2% 5 -0.2 pp -0.7 pp -1.0 pp -1.1 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 141.8 30.9% 5 +1.2 pp +0.7 pp +0.8 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 141.5 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 137.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 136.1 22.1% 5 +0.5 pp -0.6 pp -2.7 pp -2.4 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 134.5 44.7% 5 +0.4 pp +0.7 pp +0.7 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 133.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 132.7 37.3% 5 +0.9 pp -0.1 pp -0.5 pp -0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 132.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 128.1 20.2% 5 +1.7 pp +0.4 pp -0.7 pp -0.9 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 125.9 22.3% 5 +0.7 pp -3.0 pp -3.2 pp -3.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 122.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 121.5 6.0% 5 -0.3 pp -0.7 pp -3.0 pp -7.2 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 120.2 19.2% 5 +0.5 pp -0.3 pp -0.5 pp -1.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 115.6 32.5% 5 +0.9 pp -0.7 pp -1.3 pp -1.5 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 115.0 10.0% 5 +0.5 pp -1.7 pp -1.4 pp -3.1 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 114.6 40.2% 5 +1.0 pp +0.2 pp +0.2 pp -0.1 pp
☆New Capital Management LP CIK 0001696731 0.833 60 114.0 26.0% 5 +1.5 pp -0.5 pp -0.8 pp -0.5 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 113.0 12.7% 5 -2.0 pp -3.2 pp -3.7 pp -4.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 112.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 111.4 27.5% 5 +1.5 pp +2.6 pp +2.3 pp +4.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 109.1 3.4% 6 -0.3 pp -0.1 pp -0.6 pp -0.9 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 106.2 17.2% 5 +0.9 pp +0.2 pp -0.5 pp -0.7 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 105.7 4.6% 5 -0.3 pp -0.4 pp -0.2 pp -0.3 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 105.3 30.2% 5 +0.9 pp +1.2 pp +1.4 pp -0.1 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 105.0 25.6% 5 +0.5 pp -0.5 pp +0.9 pp +1.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 104.9 2.9% 4 +0.4 pp -0.0 pp +0.2 pp +2.9 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 104.3 12.6% 5 -0.1 pp -0.9 pp -1.4 pp -1.4 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 102.0 8.2% 5 +0.2 pp +0.7 pp +0.7 pp +0.9 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 101.8 13.7% 5 +0.3 pp -0.2 pp -0.1 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 101.8 23.9% 5 +0.9 pp -0.3 pp +0.5 pp +1.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 98.8 13.1% 5 +0.3 pp -0.2 pp -0.3 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 98.6 26.1% 5 +0.0 pp +0.5 pp +0.2 pp +0.5 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 97.5 25.7% 5 +0.9 pp +1.8 pp +3.3 pp +2.2 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 96.6 35.8% 5 +1.3 pp +0.5 pp +0.2 pp +2.5 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 95.8 46.0% 5 +2.3 pp +3.5 pp +1.9 pp +1.4 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 94.0 32.1% 5 +0.3 pp +0.3 pp +3.3 pp +3.3 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 93.2 35.9% 7 -2.1 pp -3.4 pp -4.5 pp -4.9 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 91.2 37.1% 5 -3.1 pp -8.4 pp -10.2 pp -13.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 89.0 20.1% 5 -1.9 pp -2.3 pp -1.5 pp -1.1 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 87.9 26.5% 5 +0.9 pp -0.2 pp -3.1 pp -3.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 87.6 19.5% 5 +0.2 pp -0.0 pp -1.6 pp +1.6 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 87.4 1.6% 7 -1.3 pp -1.1 pp -0.2 pp -0.2 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 85.5 19.7% 5 -2.0 pp -2.4 pp -2.2 pp -2.5 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 84.1 13.8% 5 -0.2 pp -0.2 pp -0.1 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 83.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 83.6 19.5% 5 +0.6 pp +1.4 pp +2.2 pp +1.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 83.5 3.4% 5 -0.5 pp -0.4 pp -0.9 pp -1.2 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 83.1 47.5% 5 +1.4 pp +0.8 pp +3.1 pp +2.3 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 83.1 34.6% 5 +0.8 pp -2.8 pp -3.1 pp -3.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 82.9 7.8% 5 +0.4 pp +0.1 pp -0.6 pp -0.5 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 82.9 22.8% 5 +1.6 pp +1.4 pp -0.4 pp +0.4 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 82.9 7.4% 1 +7.4 pp +7.4 pp -0.0 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 80.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 80.1 41.8% 5 -0.9 pp -1.7 pp -1.6 pp -4.7 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 78.8 26.3% 5 +1.0 pp +0.8 pp -0.0 pp -0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 78.1 18.0% 5 -0.1 pp -0.9 pp -1.3 pp -0.9 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 76.0 36.3% 5 +1.6 pp -2.2 pp -2.5 pp -2.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 75.4 19.7% 5 +0.5 pp -0.2 pp -1.1 pp -1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 75.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 75.2 18.9% 5 +0.7 pp +1.0 pp -6.3 pp -7.7 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 74.5 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 73.2 38.3% 5 -1.2 pp -5.2 pp -4.8 pp -5.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 73.1 16.4% 5 +0.5 pp +0.1 pp -0.6 pp -1.5 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 72.4 8.7% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 70.6 0.7% 5 -0.0 pp -0.1 pp +0.3 pp +0.6 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 70.3 24.0% 5 -0.6 pp -0.1 pp +0.2 pp -0.7 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 70.3 9.6% 5 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 70.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 70.0 2.3% 5 +0.1 pp -0.1 pp +1.7 pp +1.6 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 70.0 15.4% 5 +1.1 pp +2.0 pp +2.7 pp +3.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 69.7 1.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 68.3 25.7% 5 +0.5 pp -0.1 pp -0.2 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 68.0 0.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 67.8 18.2% 4 +1.0 pp -0.0 pp -0.1 pp +18.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 66.5 15.8% 5 +0.7 pp -0.0 pp -0.5 pp -1.7 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 64.1 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 63.1 12.8% 5 +1.3 pp +1.6 pp +3.0 pp +2.6 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 62.3 20.1% 5 +0.0 pp -0.5 pp -0.6 pp -0.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 60.3 0.5% 7 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 60.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp -0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 59.8 7.9% 5 +0.1 pp +0.0 pp -0.2 pp -0.4 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 59.6 3.8% 5 +0.3 pp -2.4 pp -5.7 pp -7.2 pp
☆Trust Co of the South CIK 0002008165 0.815 146 57.7 8.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.2 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 57.6 10.8% 5 +1.1 pp +0.9 pp +0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 57.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 56.8 16.1% 5 +0.2 pp -0.8 pp -0.8 pp -0.6 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 56.0 35.6% 2 +0.7 pp +35.6 pp +35.6 pp +35.6 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 55.2 32.2% 6 +0.6 pp +0.7 pp +0.4 pp +0.3 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 54.0 23.2% 5 -0.1 pp -1.0 pp -1.3 pp -1.8 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 53.4 16.7% 5 +0.2 pp +0.0 pp +0.3 pp +2.8 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 53.2 30.1% 5 +1.1 pp +0.5 pp +0.5 pp +0.6 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 51.5 21.8% 3 +1.6 pp +1.7 pp +21.8 pp +21.8 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 51.5 13.8% 5 -0.1 pp -0.7 pp -1.4 pp -2.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 51.1 18.8% 5 +0.5 pp +1.1 pp +1.1 pp +2.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 50.9 4.9% 5 +0.2 pp +0.4 pp +1.3 pp +1.7 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 50.8 8.8% 5 -0.4 pp -1.0 pp -7.3 pp -7.4 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 50.6 18.1% 5 +0.0 pp -0.8 pp -1.1 pp -1.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 50.5 12.2% 5 +0.0 pp -0.4 pp -0.8 pp -0.9 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 50.4 25.8% 5 +1.7 pp +2.4 pp +5.3 pp +6.4 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 49.8 7.0% 5 +0.1 pp -0.4 pp -1.0 pp -1.2 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 49.7 22.3% 5 +0.3 pp +0.4 pp -0.0 pp -0.8 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 49.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 48.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 48.7 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 48.6 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 48.3 12.7% 5 -0.3 pp -0.9 pp -1.4 pp -1.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 48.1 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 47.5 14.9% 5 +1.0 pp -0.2 pp +0.3 pp -0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 47.5 1.0% 5 +0.0 pp +0.2 pp -0.1 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 46.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 46.6 13.9% 5 +0.0 pp -1.3 pp -0.7 pp -0.8 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 46.2 34.7% 2 +0.0 pp +34.7 pp +34.7 pp +34.7 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 46.0 2.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 45.9 14.0% 5 +0.4 pp +0.1 pp +0.4 pp +0.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 45.6 1.3% 2 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Pandowealth. LLC CIK 2143045 0.767 18 45.3 36.7% 2 +3.5 pp +36.7 pp +36.7 pp +36.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 43.3 5.4% 5 -0.5 pp -0.9 pp -0.1 pp -0.1 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 43.2 15.8% 5 +0.8 pp +0.6 pp +0.7 pp +1.3 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 43.2 14.8% 5 +0.3 pp +0.0 pp -1.1 pp -1.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 43.2 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 42.8 28.8% 5 -0.3 pp -1.2 pp -1.8 pp -1.8 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 42.7 15.6% 5 +0.6 pp +1.8 pp +1.9 pp +0.9 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 42.3 3.8% 5 +0.3 pp -0.4 pp -0.1 pp -0.1 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 42.3 21.8% 1 +21.8 pp -1.0 pp -0.5 pp +0.5 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 42.0 20.1% 6 +0.0 pp -1.3 pp -1.9 pp -2.9 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 41.2 9.6% 5 +0.0 pp -0.3 pp -0.3 pp -1.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 41.2 2.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 41.1 0.8% 5 +0.1 pp -0.4 pp -0.4 pp -0.4 pp
☆CSP Financial Group, LLC CIK 0002111080 0.771 24 41.0 35.0% 1 +35.0 pp +35.0 pp +35.0 pp +35.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 41.0 6.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 40.7 20.0% 2 +0.7 pp +20.0 pp +20.0 pp +20.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 40.7 4.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 40.7 9.1% 5 +0.6 pp +0.3 pp +0.4 pp +0.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 39.8 4.5% 5 +0.4 pp +0.3 pp +0.2 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 39.7 5.0% 7 +0.1 pp +0.2 pp -0.5 pp -0.9 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 39.3 14.3% 5 +0.4 pp -1.0 pp -1.1 pp -0.9 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 39.2 21.4% 5 +1.2 pp +0.6 pp +0.5 pp +1.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 39.1 18.8% 5 +0.8 pp +0.6 pp +0.4 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 38.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 38.9 18.8% 2 +0.6 pp +18.8 pp +18.8 pp +18.8 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 38.7 9.9% 5 +0.1 pp -0.5 pp -0.6 pp -0.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 38.4 14.8% 5 +0.2 pp +0.1 pp -0.2 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 38.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 38.0 18.7% 5 +0.8 pp +0.4 pp -1.1 pp -2.5 pp
☆TRB Wealth Management, LLC CIK 0002130988 0.545 296 37.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 37.2 3.7% 5 -0.4 pp -0.3 pp -0.6 pp -0.3 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 37.0 18.2% 5 +0.8 pp +3.5 pp +3.6 pp +3.8 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 36.5 23.6% 4 +1.5 pp +2.1 pp +2.7 pp +23.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 36.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 36.2 22.8% 5 +1.4 pp +0.1 pp +1.3 pp +0.2 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 36.1 20.9% 5 +1.4 pp +1.1 pp +1.2 pp +1.5 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 35.9 7.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 35.7 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 35.5 5.7% 5 -0.6 pp -0.7 pp -1.2 pp +1.3 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 35.0 17.4% 7 -0.0 pp -0.0 pp -0.6 pp -1.0 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 34.9 24.8% 2 -0.9 pp +24.8 pp +24.8 pp +24.8 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 34.8 11.0% 7 +1.0 pp +2.8 pp +2.4 pp +1.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 34.7 17.2% 5 +1.2 pp +0.5 pp +1.8 pp +1.2 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 34.5 5.9% 5 -0.2 pp -0.0 pp -0.5 pp -0.8 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 34.5 9.8% 5 +0.4 pp +1.0 pp +1.6 pp +1.7 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 34.5 29.2% 2 +1.6 pp +29.2 pp +29.2 pp +29.2 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 34.3 17.5% 5 +0.1 pp -1.1 pp -2.1 pp -3.6 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 33.2 25.1% 5 +0.9 pp +0.4 pp +0.2 pp +0.7 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 33.1 21.6% 5 +0.5 pp +0.0 pp -0.2 pp -0.2 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 33.1 12.1% 5 -0.0 pp -0.6 pp -0.9 pp -1.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 32.6 13.5% 4 -2.1 pp -2.2 pp -2.4 pp +13.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 32.5 1.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 32.4 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 32.4 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 32.3 0.9% 5 +0.0 pp -0.0 pp -0.4 pp -0.3 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 32.1 11.7% 5 +0.3 pp -0.4 pp -1.1 pp -0.8 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 31.9 30.3% 2 +3.7 pp +30.3 pp +30.3 pp +30.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 31.4 2.3% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 31.4 3.9% 5 +0.0 pp -0.2 pp -0.7 pp -0.8 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 31.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 31.3 15.5% 6 +0.7 pp +0.5 pp +0.1 pp -0.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 31.0 14.7% 5 +0.9 pp +2.6 pp +2.0 pp +0.9 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 31.0 23.9% 3 +0.1 pp -3.0 pp +23.9 pp +23.9 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 30.9 6.0% 5 -0.3 pp +0.6 pp +0.7 pp +0.9 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 30.8 5.2% 5 -0.1 pp -0.5 pp -0.5 pp -0.9 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 30.2 11.9% 5 +0.2 pp -0.3 pp -0.4 pp -0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 29.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 29.5 5.6% 3 +0.0 pp +1.8 pp +5.6 pp +2.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 29.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 29.0 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 28.7 11.2% 6 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 28.6 1.9% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 28.0 1.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 27.7 6.7% 5 +0.4 pp +1.5 pp +3.7 pp +4.5 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 27.3 10.8% 5 -0.0 pp -0.2 pp -0.2 pp -0.5 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 27.0 5.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 26.8 1.1% 5 +0.1 pp +0.6 pp +0.9 pp +0.9 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 26.7 1.8% 5 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 26.6 14.4% 4 +0.7 pp +2.8 pp +2.8 pp +14.4 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 26.6 14.3% 2 +0.7 pp +14.3 pp +14.3 pp +14.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 26.1 10.2% 5 +1.0 pp +1.0 pp +0.9 pp +1.4 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 25.7 17.7% 5 -0.2 pp +1.1 pp +3.6 pp +5.8 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 25.5 6.2% 5 +0.3 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 25.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 24.1 1.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆tru Independence LLC CIK 0001785445 0.641 108 23.7 10.4% 5 +0.2 pp +5.3 pp +5.6 pp +5.6 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 23.7 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 23.5 6.3% 5 -0.4 pp -1.1 pp -2.1 pp -3.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 23.3 20.2% 2 -0.1 pp +20.2 pp +20.2 pp +20.2 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 23.3 16.9% 2 +0.3 pp +16.9 pp +16.9 pp +16.9 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 23.3 22.2% 2 +0.2 pp +22.2 pp +22.2 pp +22.2 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 22.9 19.6% 2 +0.9 pp +19.6 pp +19.6 pp +19.6 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 22.7 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 22.7 5.3% 5 -0.3 pp -0.5 pp -0.6 pp -0.8 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 22.1 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 21.6 0.7% 5 -0.2 pp -0.4 pp -0.3 pp -0.5 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 21.6 8.5% 5 +0.7 pp +1.3 pp +1.6 pp +2.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 21.2 12.9% 5 +0.2 pp -0.6 pp -0.7 pp -0.7 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 21.2 14.2% 2 +0.4 pp +14.2 pp +14.2 pp +14.2 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 21.1 16.0% 2 +0.3 pp +16.0 pp +16.0 pp +16.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 21.0 1.9% 5 -0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 20.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 20.4 2.1% 5 -0.0 pp -0.3 pp -0.8 pp -1.1 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 20.2 10.9% 5 +0.1 pp -0.1 pp +0.1 pp +0.3 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 20.1 5.8% 5 +5.6 pp +5.6 pp +5.5 pp +5.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 19.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 19.7 15.7% 2 -2.7 pp +15.7 pp +15.7 pp +15.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 19.5 6.3% 5 +0.2 pp +0.3 pp +0.1 pp -0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 19.3 0.2% 4 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 19.1 0.3% 5 -0.0 pp -0.4 pp -0.6 pp -0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 18.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 18.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 17.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 17.8 11.6% 2 +0.3 pp +11.6 pp +11.6 pp +11.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 17.7 6.0% 5 +0.1 pp +0.4 pp -0.6 pp -0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.7 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 17.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 17.6 0.7% 5 -0.1 pp -0.2 pp -0.5 pp -0.4 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 17.6 8.2% 5 -2.5 pp -3.2 pp -3.5 pp -4.2 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 17.5 0.1% 2 -0.3 pp +0.1 pp +0.1 pp -0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 17.3 0.3% 5 +0.1 pp +0.1 pp -0.4 pp -0.4 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 17.0 7.9% 5 -0.2 pp -1.1 pp -1.3 pp -3.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 16.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 16.9 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 16.7 5.4% 5 +0.3 pp +0.1 pp +0.1 pp -0.2 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 16.5 3.4% 5 -0.1 pp -0.3 pp -0.4 pp -0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.5 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 16.4 0.2% 5 -0.0 pp +0.2 pp +0.0 pp +0.1 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 16.4 15.0% 2 +0.1 pp +15.0 pp +15.0 pp +15.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 16.3 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 16.2 11.4% 2 +1.9 pp +11.4 pp +11.4 pp +11.4 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 15.9 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 15.6 7.9% 5 +0.3 pp -0.0 pp -0.1 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 15.6 10.5% 5 -0.1 pp -0.5 pp -0.1 pp -0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 15.0 1.8% 5 +0.1 pp -0.0 pp +0.0 pp -0.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 14.9 7.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 14.7 10.8% 2 +0.2 pp +10.8 pp +10.8 pp +10.8 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 14.7 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 14.6 4.5% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 14.5 12.5% 2 +1.4 pp +12.5 pp +12.5 pp +12.5 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 14.2 5.3% 5 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 14.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 14.1 0.8% 5 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 14.0 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 13.9 9.9% 2 +0.3 pp +9.9 pp +9.9 pp +9.9 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 13.7 10.0% 2 +0.1 pp +10.0 pp +10.0 pp +10.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.5 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 13.4 1.8% 5 -0.3 pp -0.5 pp -0.8 pp -1.7 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 13.4 3.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 13.3 1.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 13.3 2.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 13.3 10.1% 2 +0.2 pp +10.1 pp +10.1 pp +10.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 13.0 0.3% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 12.9 7.3% 1 +7.3 pp +0.0 pp +0.5 pp +0.7 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 12.9 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 12.8 1.2% 5 +0.2 pp -0.3 pp -0.9 pp -0.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 12.8 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 12.6 6.8% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 12.5 10.5% 2 +0.6 pp +10.5 pp +10.5 pp +10.5 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 12.5 8.5% 5 +0.2 pp +2.2 pp +2.0 pp +1.8 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 12.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 12.5 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 12.4 3.5% 5 +0.6 pp +1.0 pp +1.5 pp +2.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 12.3 9.9% 5 +0.1 pp +0.9 pp +2.5 pp +2.7 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 12.2 3.7% 5 -0.1 pp -0.5 pp -1.2 pp -1.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 12.1 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 12.0 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 11.9 5.2% 2 +0.5 pp +5.2 pp +5.2 pp +5.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 11.7 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 11.7 9.6% 2 -0.4 pp +9.6 pp +9.6 pp +9.6 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 11.5 1.8% 5 -0.1 pp -0.5 pp -0.6 pp -0.6 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 11.4 4.3% 5 +0.1 pp -0.7 pp -0.8 pp -1.1 pp
☆Avion Wealth CIK 0001792704 0.773 1750 11.4 2.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.5 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 11.3 0.3% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 11.2 2.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 11.2 4.9% 5 +0.0 pp -0.3 pp +1.7 pp +2.3 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 11.2 5.5% 4 +0.6 pp +1.4 pp +3.0 pp +5.5 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 11.1 8.7% 2 +0.4 pp +8.7 pp +8.7 pp +8.7 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 11.1 2.8% 4 +0.1 pp -0.1 pp -0.3 pp +2.8 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 10.9 1.2% 5 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 10.9 1.6% 5 -0.2 pp -0.4 pp -0.5 pp -0.6 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 10.6 1.0% 4 -0.1 pp -0.0 pp -0.1 pp +1.0 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 10.6 2.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 10.5 5.1% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 10.5 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 10.4 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 9.9 2.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 9.9 2.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 9.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 9.8 7.3% 5 +0.3 pp +0.3 pp -0.1 pp -0.5 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 9.7 3.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 9.7 3.8% 6 +0.0 pp +0.3 pp -0.0 pp -0.1 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 9.7 6.8% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 9.5 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 9.5 3.1% 5 +0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 9.3 2.4% 4 +1.0 pp +1.9 pp +2.2 pp +2.4 pp
☆Asset Advisory Group, Inc. CIK 0002110402 0.397 125 9.3 4.1% 2 +0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 9.2 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 8.9 6.6% 2 -0.7 pp +6.6 pp +6.6 pp +6.6 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.8 2.7% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 8.6 2.0% 5 +0.1 pp +0.0 pp -1.2 pp -2.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 8.6 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 8.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 8.0 1.1% 5 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 8.0 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.9 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 7.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 7.9 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 7.9 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 7.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 7.8 1.6% 5 -0.0 pp -0.3 pp -0.6 pp -0.8 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 7.7 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 7.7 2.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 7.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 7.5 2.9% 5 -0.5 pp -0.6 pp -0.9 pp -1.3 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 7.5 5.4% 5 +0.4 pp +0.2 pp -0.0 pp -0.2 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 7.3 5.9% 5 +0.0 pp +0.4 pp +0.3 pp +0.2 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 7.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 7.3 1.3% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 7.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 7.1 1.5% 5 +0.2 pp +0.2 pp -0.1 pp -0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 6.8 3.6% 5 +0.5 pp +0.3 pp +1.0 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.8 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 6.7 2.8% 2 -2.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.7 2.5% 5 +0.2 pp +0.1 pp -0.1 pp -0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 6.7 0.3% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 6.6 2.6% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 6.6 0.9% 2 -1.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 6.6 0.7% 5 +0.2 pp +0.1 pp -0.1 pp -0.1 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 6.5 0.6% 5 -0.0 pp -0.7 pp -0.7 pp -0.7 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.4 2.8% 5 +0.4 pp +0.6 pp +0.4 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.4 0.2% 6 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 6.3 8.3% 1 +8.3 pp +1.8 pp +2.2 pp +2.8 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 6.3 3.0% 5 -0.2 pp -0.5 pp -0.6 pp -1.1 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 6.3 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 6.3 1.4% 5 -0.1 pp -0.2 pp -2.0 pp +1.1 pp
☆Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 6.3 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 6.2 3.0% 5 +0.3 pp +0.1 pp +0.2 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 6.2 0.8% 5 +0.0 pp -0.7 pp -0.1 pp -0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 6.2 0.5% 7 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 6.1 0.9% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 6.0 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 6.0 0.2% 5 -0.0 pp -0.3 pp -0.0 pp -0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 6.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 6.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 6.0 2.2% 5 +0.1 pp -0.5 pp -0.6 pp -0.8 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 5.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 5.8 3.1% 5 +0.3 pp +0.4 pp +0.5 pp +0.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 5.8 2.1% 5 -0.1 pp -0.2 pp -0.6 pp -1.2 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 5.6 2.8% 5 +0.0 pp -0.6 pp -0.7 pp -0.8 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 5.6 0.7% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 5.6 1.9% 5 -0.2 pp +0.2 pp -0.1 pp -2.4 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 5.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 5.5 0.1% 7 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 5.5 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 5.5 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 5.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 5.3 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 5.2 1.5% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 5.2 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 5.1 3.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 5.1 1.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 5.1 4.0% 5 +0.2 pp -0.0 pp -0.3 pp -0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 5.0 0.7% 5 +0.1 pp -0.1 pp -0.1 pp -1.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 5.0 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 4.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 4.9 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 4.8 2.0% 5 +0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 4.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆25 LLC CIK 0001968777 0.795 80 3.6 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
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☆Wedmont Private Capital CIK 0001904274 0.771 949 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 3.3 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 3.3 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 3.3 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 3.3 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
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☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 3.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 3.1 1.7% 4 +0.2 pp +0.4 pp +0.8 pp +1.7 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.9 pp -1.0 pp -0.7 pp -0.7 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.1 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
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -16.1 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -11.5 pp -11.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -7.3 pp -7.2 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -21.4 pp -22.2 pp -21.7 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -14.9 pp -16.0 pp -16.1 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.4 pp -0.4 pp -0.2 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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 +0.0 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.0 0.0% 0 -10.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp -0.9 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 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
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLACK POINT WEALTH MANAGEMENT CIK 0002032846 0.887 5 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -8.2 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp -3.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.4 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -2.2 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -8.3 pp -8.5 pp -8.7 pp -8.9 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 +0.0 pp -1.3 pp -1.2 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 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 DFAC). Qtrs Held counts distinct quarters this fund has actually held DFAC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAC position size. Δ columns are the percentage-point change in DFAC'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