Signals

← Signals

☆DFAE

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

Flow ranking

Rank#640
Score / z0.254 / 0.21
Consensus263.61 over 454 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 429.0 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 409.3 4.1% 4 +0.0 pp +0.2 pp +0.3 pp +4.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 333.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 230.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 228.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 145.9 1.8% 4 -0.0 pp -0.1 pp +0.6 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 144.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 128.5 3.8% 4 -0.0 pp -0.2 pp +0.2 pp +3.8 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 109.3 5.1% 4 -0.0 pp -0.3 pp -0.5 pp +5.1 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 104.5 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 94.1 1.1% 4 +0.5 pp +0.7 pp +0.7 pp +1.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 88.3 6.5% 3 +0.7 pp +0.9 pp +6.5 pp +6.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 87.0 1.7% 3 +0.0 pp +0.9 pp +1.7 pp +1.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 82.5 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 79.6 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 78.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 73.8 4.3% 2 +3.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 73.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 72.1 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 71.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 70.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 69.6 3.7% 4 +0.2 pp +0.5 pp +0.7 pp +3.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 65.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 61.6 3.8% 4 +0.3 pp +0.2 pp +0.4 pp +3.8 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 57.8 1.1% 4 +0.0 pp -0.0 pp +0.1 pp +1.1 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 57.8 1.2% 4 +0.0 pp -0.0 pp +0.1 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 55.8 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 50.1 3.0% 4 +0.4 pp +1.4 pp +1.5 pp +3.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 49.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 48.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 47.4 1.5% 3 -0.3 pp -0.4 pp +1.5 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 45.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 44.9 7.9% 4 +0.3 pp +0.9 pp +1.1 pp +7.9 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 43.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 42.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 41.7 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 39.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 37.0 9.7% 4 +0.6 pp +0.9 pp +1.2 pp +9.7 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 36.4 6.7% 3 +0.3 pp +0.2 pp +6.7 pp +6.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 35.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 33.9 2.9% 4 +0.1 pp +0.1 pp +0.2 pp +2.9 pp
☆WPWealth LLP CIK 0001950118 0.866 103 29.6 4.5% 4 +0.1 pp +0.0 pp +0.1 pp +4.5 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 29.2 5.0% 4 +0.1 pp +0.2 pp +0.0 pp +5.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 29.1 2.3% 4 +0.1 pp +0.0 pp +0.0 pp +2.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 28.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 27.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 26.4 3.7% 4 +0.3 pp +1.1 pp +1.6 pp +3.7 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 26.2 3.0% 4 +0.4 pp +0.5 pp +0.7 pp +3.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 26.1 4.1% 4 +0.1 pp +0.1 pp +0.2 pp +4.1 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 26.0 8.0% 4 +0.2 pp +0.3 pp +1.1 pp +8.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 25.9 3.4% 4 +0.2 pp +0.1 pp +0.1 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 25.5 2.6% 4 +0.4 pp +1.9 pp +1.9 pp +2.6 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 24.3 4.0% 2 +0.0 pp +4.0 pp +0.4 pp +4.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 24.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 23.7 1.9% 4 +0.0 pp -0.1 pp -0.1 pp +1.9 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 23.6 3.5% 4 +0.2 pp +0.2 pp +0.2 pp +3.5 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 23.2 7.8% 4 +0.1 pp -0.1 pp -0.1 pp +7.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 23.1 0.3% 4 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 23.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 22.9 2.3% 4 -0.1 pp -0.0 pp -0.0 pp +2.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 22.8 1.0% 6 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 22.7 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 22.4 6.3% 4 +0.2 pp +0.2 pp +0.2 pp +6.3 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 21.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 21.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.9 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 20.9 2.5% 4 -0.0 pp +0.1 pp +0.1 pp +2.5 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 20.6 5.1% 4 +0.2 pp +0.3 pp -0.3 pp +5.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 20.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 20.2 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 20.1 5.8% 4 -0.2 pp -0.1 pp -0.1 pp +5.8 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 20.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 20.0 1.7% 4 +0.2 pp +0.6 pp +0.9 pp +1.7 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 19.9 2.1% 4 -0.1 pp -0.1 pp -0.1 pp +2.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 19.8 0.7% 4 +0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 19.5 1.1% 4 -0.2 pp -0.2 pp -0.2 pp +1.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 19.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 19.2 0.9% 4 +0.0 pp +0.1 pp +0.0 pp +0.9 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 19.1 0.5% 4 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 19.0 3.7% 4 +0.3 pp +0.4 pp +0.7 pp +3.7 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 18.5 4.2% 4 +0.3 pp +0.4 pp +0.7 pp +4.2 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 17.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 17.8 2.4% 4 +0.2 pp +0.5 pp +1.1 pp +2.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 17.5 5.2% 2 +0.0 pp +5.2 pp +3.7 pp +5.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 17.3 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 16.9 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 16.9 3.6% 4 +0.1 pp +0.1 pp -0.1 pp +3.6 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 16.5 4.5% 3 +0.1 pp +0.2 pp +4.5 pp +4.5 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 16.5 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 16.3 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 15.8 0.6% 4 +0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 15.8 9.6% 4 +0.3 pp +0.9 pp +0.5 pp +9.6 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 15.7 5.7% 4 -0.0 pp -0.7 pp -0.7 pp +5.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 15.5 3.5% 4 +0.2 pp +0.1 pp +0.2 pp +3.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 15.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 15.1 7.5% 4 -0.6 pp -0.3 pp -0.1 pp +7.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 14.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 14.4 1.6% 4 +0.0 pp -0.0 pp -0.0 pp +1.6 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 14.3 2.2% 4 +0.1 pp +0.1 pp +0.3 pp +2.2 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 14.2 1.8% 4 -0.5 pp -0.5 pp -0.5 pp +1.8 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 14.1 7.0% 4 +0.5 pp +0.6 pp +1.1 pp +7.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 14.1 1.0% 4 -3.9 pp -4.0 pp -4.0 pp +1.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 14.0 1.3% 4 +0.0 pp +0.0 pp -0.1 pp +1.3 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 13.9 2.9% 4 +0.4 pp +0.5 pp +0.6 pp +2.9 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 13.6 6.1% 4 +0.1 pp -0.0 pp +0.2 pp +6.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 12.4 3.3% 4 -0.2 pp -0.5 pp -0.6 pp +3.3 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 12.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 11.9 1.0% 6 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 11.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 11.5 4.8% 3 +0.0 pp -0.2 pp +4.8 pp +4.8 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 11.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 11.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 11.3 3.8% 4 +0.0 pp +2.0 pp +2.0 pp +3.8 pp
☆DDFG, Inc CIK 0001967640 0.535 91 11.1 2.4% 4 -0.1 pp -0.2 pp -0.3 pp +2.4 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 10.8 5.8% 4 +1.1 pp +1.2 pp +1.3 pp +5.8 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 10.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 10.8 3.6% 4 +0.3 pp +0.4 pp +0.5 pp +3.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 10.4 5.0% 4 -0.3 pp -0.2 pp -0.4 pp +5.0 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 10.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 10.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.9 0.2% 4 -0.2 pp -0.3 pp -0.4 pp +0.2 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 9.9 4.9% 4 +0.2 pp -0.1 pp +0.1 pp +4.9 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 9.9 3.6% 4 +0.0 pp +0.2 pp +0.3 pp +3.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 9.6 3.2% 4 +0.2 pp +0.3 pp +0.3 pp +3.2 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 9.6 5.5% 4 +0.5 pp +0.9 pp +1.1 pp +5.5 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 9.3 2.3% 4 +0.1 pp +0.2 pp +0.9 pp +2.3 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 9.3 1.9% 4 +0.0 pp +0.0 pp +0.0 pp +1.9 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 9.1 3.4% 4 +0.3 pp +0.4 pp +0.5 pp +3.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 9.1 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 9.0 4.0% 4 +0.1 pp +0.6 pp +1.0 pp +4.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 9.0 4.9% 4 +0.1 pp -0.0 pp +0.5 pp +4.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 8.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 8.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 8.7 2.6% 4 +0.1 pp +0.3 pp +0.3 pp +2.6 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 8.6 1.4% 4 -0.8 pp -0.7 pp -1.2 pp +1.4 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 8.6 4.8% 4 +0.3 pp +0.2 pp +0.5 pp +4.8 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 8.5 0.6% 4 -0.2 pp -0.3 pp -0.2 pp +0.6 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 8.4 1.8% 4 +0.0 pp -0.1 pp -0.2 pp +1.8 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 8.4 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 8.4 3.8% 3 +0.2 pp +0.3 pp +3.8 pp +3.8 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 8.3 2.8% 4 +0.4 pp +0.5 pp +0.6 pp +2.8 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 8.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 8.2 2.6% 4 +0.1 pp -0.1 pp -0.2 pp +2.6 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 8.1 6.2% 4 +0.2 pp +0.2 pp +0.4 pp +6.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 8.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 8.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 8.0 0.8% 4 -0.1 pp -0.4 pp -0.5 pp +0.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 8.0 6.1% 6 +0.7 pp +1.8 pp +2.2 pp +2.6 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 8.0 0.8% 3 +0.3 pp +0.7 pp +0.8 pp +0.8 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 7.9 3.5% 4 +0.4 pp +0.5 pp +0.7 pp +3.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 7.7 2.2% 4 +0.6 pp +0.7 pp +0.8 pp +2.2 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 7.7 2.5% 4 +0.0 pp +0.0 pp +0.1 pp +2.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.6 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 7.5 0.9% 4 +0.2 pp +0.2 pp -0.1 pp +0.9 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 7.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 7.3 3.1% 4 +0.1 pp +0.1 pp +1.0 pp +3.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 7.3 4.2% 4 -0.1 pp -0.2 pp -0.1 pp +4.2 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 7.2 0.5% 3 +0.0 pp -0.4 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 7.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 6.9 2.7% 4 -0.2 pp -0.3 pp -0.4 pp +2.7 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 6.8 1.3% 4 +0.1 pp -0.0 pp -0.0 pp +1.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.8 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 6.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 6.6 2.5% 4 +0.1 pp +0.5 pp +0.6 pp +2.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 6.4 1.7% 4 +0.0 pp -0.1 pp -0.1 pp +1.7 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 6.4 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 6.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 6.3 3.1% 4 -0.0 pp +0.2 pp +0.2 pp +3.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 6.2 2.5% 4 +0.2 pp +1.0 pp +0.3 pp +2.5 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.2 2.4% 4 +0.0 pp -0.1 pp -0.1 pp +2.4 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 6.1 0.7% 4 +0.4 pp +0.5 pp +0.4 pp +0.7 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 5.9 3.6% 4 -0.0 pp +0.1 pp +0.1 pp +3.6 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 5.9 2.0% 4 -0.1 pp -0.2 pp -0.2 pp +2.0 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 5.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.9 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 5.7 3.0% 4 +0.1 pp -0.1 pp -0.1 pp +3.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 5.7 3.8% 5 +0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 5.7 4.6% 4 +1.1 pp +1.8 pp +2.6 pp +4.6 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 5.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 5.5 1.6% 4 +0.2 pp +0.3 pp +0.4 pp +1.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 5.3 2.9% 4 +0.1 pp +0.1 pp -0.2 pp +2.9 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 5.3 0.7% 4 -1.0 pp -1.4 pp -1.3 pp +0.7 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 5.2 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 5.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 5.2 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 5.0 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 5.0 4.2% 4 +0.2 pp +0.7 pp +0.9 pp +4.2 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 5.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 4.9 2.0% 4 +0.4 pp +0.7 pp +0.6 pp +2.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 4.9 1.4% 4 +0.4 pp +0.5 pp +0.8 pp +1.4 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.8 2.8% 4 +0.1 pp +0.1 pp -0.0 pp +2.8 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 4.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 4.7 2.8% 4 -0.0 pp +0.1 pp +0.1 pp +2.8 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 4.7 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 4.7 2.6% 6 +0.0 pp -0.1 pp -0.2 pp -0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 4.7 2.7% 3 +0.2 pp +0.3 pp +2.7 pp +2.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 4.5 1.7% 4 +0.2 pp +0.3 pp +0.6 pp +1.7 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 4.5 0.2% 4 +0.0 pp +0.0 pp -0.2 pp +0.2 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 4.4 0.8% 3 +0.1 pp +0.7 pp +0.8 pp +0.8 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.3 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 4.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 4.1 2.4% 4 +0.0 pp +0.1 pp +0.4 pp +2.4 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 4.1 2.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 4.0 2.2% 4 +0.1 pp -0.3 pp -0.5 pp +2.2 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 3.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.9 0.5% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 3.9 1.0% 4 +0.2 pp +0.2 pp +0.1 pp +1.0 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 3.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 3.8 3.0% 4 -1.0 pp -0.9 pp +0.4 pp +3.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 3.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 3.7 0.9% 4 -0.3 pp -0.7 pp -1.7 pp +0.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 3.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 3.6 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 3.5 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 3.5 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 3.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 3.3 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Emprise Bank CIK 0002018815 0.570 109 3.3 1.3% 4 +0.0 pp -0.0 pp -0.0 pp +1.3 pp
☆Family Manage LLC CIK 0001539947 0.277 323 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.2 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 3.2 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 3.2 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.2 1.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 3.1 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.1 0.1% 4 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 3.1 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 3.0 1.8% 4 +0.0 pp +0.2 pp +0.2 pp +1.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.0 0.6% 4 -0.2 pp -0.3 pp -0.2 pp +0.6 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 3.0 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 3.0 1.7% 4 -0.0 pp -2.2 pp -0.8 pp +1.7 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 3.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.9 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 2.9 2.4% 4 +0.2 pp +0.3 pp +0.2 pp +2.4 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.9 1.2% 4 -0.9 pp -1.0 pp -0.9 pp +1.2 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.8 1.1% 4 +0.0 pp -0.1 pp -0.0 pp +1.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 2.8 0.9% 4 +0.4 pp +0.4 pp +0.6 pp +0.9 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.7 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 2.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.6 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.5 0.8% 4 +0.2 pp +0.3 pp +0.3 pp +0.8 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 2.5 1.1% 4 -0.0 pp -0.0 pp +0.0 pp +1.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 2.4 0.6% 4 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 2.4 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.4 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.3 1.3% 4 -0.1 pp -0.2 pp -0.4 pp +1.3 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.3 1.2% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 2.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 2.3 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 2.3 1.8% 4 +0.1 pp +0.2 pp +0.1 pp +1.8 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 2.2 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.2 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.2 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.2 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 2.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 2.1 1.6% 4 +0.6 pp +0.7 pp +0.8 pp +1.6 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 2.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.1 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 2.1 2.6% 4 +0.1 pp +0.0 pp -0.2 pp +2.6 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 2.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 2.1 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 0 -0.0 pp +0.0 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 -0.2 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -2.1 pp +0.0 pp -3.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 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 -0.5 pp -0.5 pp -0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -1.4 pp -1.3 pp -1.3 pp -1.2 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 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 +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 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 -0.4 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.7 pp -0.8 pp -0.9 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -4.4 pp -4.3 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -3.5 pp -3.5 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 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
☆MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -1.8 pp -1.8 pp -1.8 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -2.0 pp -2.0 pp -2.1 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 -0.0 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 DFAE). Qtrs Held counts distinct quarters this fund has actually held DFAE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAE position size. Δ columns are the percentage-point change in DFAE'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