Signals

← Signals

★DFAI

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

Flow ranking

Rank#23769
Score / z-0.482 / -0.63
Consensus232.72 over 428 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+231% / 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 ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 557.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 319.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 261.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 249.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 228.7 25.6% 1 +25.6 pp +25.6 pp +25.6 pp +25.6 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 200.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 193.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 161.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 123.3 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 121.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 114.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 110.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 100.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 96.9 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 89.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 89.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 80.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 79.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 78.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 75.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 74.3 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 73.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 71.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 67.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 63.4 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 60.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 59.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 58.6 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 58.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 56.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 54.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 51.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 51.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 48.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 48.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 46.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 43.6 1.2% 3 -0.0 pp +0.3 pp +1.2 pp +1.2 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 42.8 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 41.7 3.8% 2 +0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 41.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 41.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 39.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 39.5 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 39.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 39.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 37.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 36.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 36.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 36.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 36.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 35.8 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 34.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 34.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 32.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 31.2 24.7% 1 +24.7 pp +24.7 pp +24.7 pp +24.7 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 31.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 30.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 28.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 28.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 28.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 27.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 27.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 26.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 26.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 25.8 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 25.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 25.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 25.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 25.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 25.1 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 25.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 24.2 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 23.9 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 23.1 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 23.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 22.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 22.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 21.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 21.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 21.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 21.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 21.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 20.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 20.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 20.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 20.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 20.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 19.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 19.5 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 19.0 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 18.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 18.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 18.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 18.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 18.2 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 17.0 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 16.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 16.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 16.5 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 16.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 16.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 16.3 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 16.2 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 16.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 15.9 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 15.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 14.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 14.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 14.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 14.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 13.9 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 13.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 13.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 13.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 13.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 13.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 13.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 13.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 13.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 13.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 13.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 13.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 12.6 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆tru Independence LLC CIK 0001785445 0.641 108 12.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 12.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 12.3 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 11.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 11.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 11.7 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 11.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 11.6 7.9% 2 +0.2 pp +7.9 pp +7.9 pp +7.9 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 11.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 10.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 10.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 10.8 8.3% 2 +0.2 pp +8.3 pp +8.3 pp +8.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 10.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 10.2 6.4% 3 +0.2 pp +0.0 pp +6.4 pp +6.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 9.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 9.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 9.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 9.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 9.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 9.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 9.6 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 9.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 9.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 9.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 9.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 9.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 9.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 9.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 8.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 8.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 8.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 8.7 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 8.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 8.5 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 8.4 6.8% 3 -0.0 pp +0.2 pp +6.8 pp +6.8 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 8.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 8.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 7.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 7.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 7.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 7.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 7.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 7.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 7.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 7.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 7.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 7.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 7.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 7.0 3.7% 2 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 6.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 6.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 6.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 6.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 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 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 6.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 6.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 6.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 5.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 5.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 5.3 4.3% 2 +0.8 pp +4.3 pp +4.3 pp +4.3 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 4.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 4.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 4.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 4.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆North Capital, Inc. CIK 0002065938 0.475 102 4.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Well Done, LLC CIK 0001667132 0.522 202 4.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 4.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
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☆My Personal CFO, LLC CIK 0001916366 0.544 91 4.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 4.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 4.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 4.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Martin Worley Group CIK 0002049542 0.360 91 4.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 3.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
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☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 3.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 3.5 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 3.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 3.1 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CLG LLC CIK 0002059872 0.428 156 3.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 2.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 2.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 1.4 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Investment Management Company, Inc. CIK 0001694896 0.000 9 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Emprise Bank CIK 0002018815 0.570 109 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eastover Investment Advisors LLC CIK 0001472800 0.453 49 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.3 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
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 DFAI). Qtrs Held counts distinct quarters this fund has actually held DFAI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAI position size. Δ columns are the percentage-point change in DFAI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status