Signals

← Signals

★DFAI

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

Flow ranking

Rank#31
Score / z5.606 / 6.74
Consensus342.67 over 597 funds
Momentum-0.13 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-1%
Short interest+72% / 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,145.2 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 630.0 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 616.6 0.7% 5 +0.1 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 429.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 405.6 1.7% 5 -0.1 pp +0.0 pp -0.2 pp -0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 324.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 277.6 22.3% 5 -3.1 pp -3.6 pp -3.7 pp -3.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 267.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 232.5 2.9% 5 -2.4 pp -2.5 pp -2.5 pp -0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 196.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 188.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 186.8 7.3% 5 -0.3 pp -0.6 pp -1.2 pp -2.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 185.4 2.1% 4 -0.5 pp -0.4 pp +1.0 pp +2.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 179.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 172.1 0.7% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 170.3 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 152.3 14.9% 5 -0.2 pp -0.7 pp -0.5 pp -0.7 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 150.0 7.7% 3 -0.1 pp +6.0 pp +7.7 pp +7.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 142.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 126.8 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 120.7 1.5% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 120.4 12.2% 5 -0.6 pp +4.3 pp +4.5 pp +3.7 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 117.3 1.1% 5 +0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 116.6 0.6% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 115.1 3.2% 5 +0.0 pp -0.0 pp +0.2 pp +1.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 113.5 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 112.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 108.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 107.9 3.0% 6 -0.0 pp +0.8 pp -1.3 pp -1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 107.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 100.7 12.5% 1 +12.5 pp +12.4 pp +12.5 pp +12.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 99.6 0.8% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 99.1 1.2% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 98.1 2.8% 4 -0.0 pp -0.7 pp -0.7 pp +2.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 94.4 0.4% 5 -0.0 pp -0.1 pp +0.3 pp +0.4 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 92.6 11.9% 5 -1.0 pp -0.5 pp -0.3 pp -0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 92.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 87.1 2.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 82.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 82.6 0.5% 5 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 80.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 79.8 12.8% 5 -0.3 pp -0.0 pp +0.7 pp +0.5 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 75.2 8.7% 3 -1.0 pp -0.6 pp +8.7 pp +8.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 74.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 74.9 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 71.5 6.8% 5 -0.6 pp +0.2 pp +0.4 pp +0.4 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 69.6 6.2% 1 +6.2 pp +6.2 pp +0.2 pp -0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 68.5 1.3% 7 -1.3 pp -0.8 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 65.3 6.3% 5 -0.6 pp +0.3 pp -0.4 pp -0.4 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 63.1 3.4% 5 -0.1 pp +0.1 pp +0.4 pp +0.6 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 63.0 4.1% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 62.6 15.1% 5 -0.4 pp -0.2 pp +0.4 pp +0.5 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 60.4 10.8% 5 -0.1 pp +0.4 pp +1.2 pp +1.4 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 59.5 8.4% 5 +0.0 pp +1.7 pp +2.3 pp +2.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 59.3 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 55.4 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 54.2 12.4% 5 -0.1 pp +0.5 pp +1.2 pp +1.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 52.6 0.7% 5 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 52.6 8.5% 4 -0.3 pp -0.0 pp -0.1 pp +8.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 52.0 8.3% 5 -0.3 pp +0.2 pp +0.3 pp -0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 51.4 1.0% 5 -0.2 pp -0.0 pp +0.1 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 50.4 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 49.8 3.2% 5 -0.2 pp +0.2 pp +0.9 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 48.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 47.9 1.9% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 46.6 0.7% 5 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 44.4 4.8% 5 -0.2 pp -0.3 pp -0.1 pp -0.2 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 44.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 44.0 2.2% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 44.0 3.8% 5 -0.5 pp +1.1 pp +2.0 pp +1.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 42.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 42.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 42.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 41.9 21.9% 5 -2.0 pp -2.3 pp -0.9 pp -2.8 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 41.6 6.2% 3 +0.3 pp +0.2 pp +6.2 pp +0.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 41.5 0.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 41.3 0.7% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 40.1 1.3% 5 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 40.0 2.5% 4 +1.1 pp +1.1 pp +1.2 pp +2.5 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 40.0 2.6% 5 +0.1 pp -1.0 pp +2.4 pp +2.4 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 39.6 13.5% 5 -0.0 pp -0.0 pp +5.1 pp +5.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 39.3 5.2% 5 -0.3 pp -0.1 pp +0.2 pp +0.4 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 39.2 6.4% 2 -0.7 pp +6.4 pp +6.4 pp +6.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 37.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 37.9 1.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 36.9 11.0% 5 -0.5 pp +2.0 pp +2.9 pp +3.3 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 35.5 17.0% 5 -0.5 pp +0.4 pp +0.4 pp +0.8 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 34.5 2.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 34.5 17.0% 5 -0.4 pp +6.0 pp +6.5 pp +6.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 34.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 34.0 8.7% 5 -0.4 pp +7.5 pp +7.6 pp +7.8 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 33.5 12.2% 5 -0.3 pp -0.7 pp -0.4 pp -0.3 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 32.4 6.8% 4 -0.8 pp -1.0 pp -1.2 pp +6.8 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 32.4 8.0% 2 -1.1 pp +8.0 pp +8.0 pp +8.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 32.2 12.8% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 31.9 3.8% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 31.7 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 31.7 15.0% 5 -0.4 pp -0.2 pp +0.0 pp +0.3 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 31.2 3.5% 5 -0.0 pp -0.4 pp -0.4 pp -0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 30.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 29.9 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 29.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 29.8 4.9% 5 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 29.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 29.0 8.6% 5 +0.3 pp +1.2 pp +1.8 pp +2.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 28.9 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 28.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 28.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 28.0 5.2% 5 -0.6 pp -0.6 pp -0.8 pp -1.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 27.4 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 26.7 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 26.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 26.1 10.5% 5 -0.3 pp -0.1 pp +0.2 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 25.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 25.6 9.9% 5 -0.5 pp -0.2 pp +0.2 pp +3.3 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 25.3 8.6% 5 -0.7 pp -1.4 pp -1.3 pp -1.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 25.0 2.8% 5 -0.2 pp -1.1 pp -1.0 pp -1.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 24.6 1.3% 5 +0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 24.6 10.4% 5 -0.4 pp -0.8 pp +0.5 pp +0.4 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 24.4 5.2% 5 -0.0 pp -0.1 pp +0.3 pp +0.5 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 23.9 9.8% 5 -1.3 pp -0.8 pp -1.1 pp -1.3 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 23.8 4.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 23.4 5.4% 5 -0.3 pp -0.8 pp -1.2 pp -1.6 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 23.1 6.6% 5 +0.1 pp +1.3 pp +2.2 pp +2.4 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 22.9 10.1% 5 -0.6 pp -0.4 pp -0.2 pp -0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 22.5 1.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 22.4 5.2% 5 -0.6 pp -0.5 pp -0.5 pp -0.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 21.2 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 20.9 4.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 20.0 5.7% 5 -0.6 pp -0.5 pp -0.9 pp -1.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 19.9 0.3% 5 -0.0 pp -0.5 pp -0.7 pp -0.8 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 19.7 5.7% 5 -0.2 pp -0.1 pp +0.1 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 19.5 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 19.1 2.0% 5 +0.1 pp +0.4 pp +0.6 pp +1.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 19.1 4.4% 5 -0.1 pp +0.3 pp +1.0 pp +1.2 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 19.1 8.3% 5 +0.3 pp +0.4 pp +0.7 pp +0.2 pp
☆Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 19.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 18.9 5.9% 5 +0.2 pp +0.6 pp +0.9 pp +1.1 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 18.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 18.4 0.9% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 18.2 6.4% 5 -1.2 pp -1.2 pp -0.8 pp -0.8 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 18.1 1.6% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 17.5 6.0% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 17.1 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -1.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 17.0 1.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 17.0 8.1% 5 -0.7 pp -0.8 pp -0.5 pp -0.8 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 16.9 3.0% 5 -0.1 pp +0.0 pp +0.1 pp +0.9 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 16.9 9.8% 2 -0.2 pp +9.8 pp +9.8 pp +9.8 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 16.7 8.0% 6 -0.4 pp -0.3 pp +0.1 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 16.7 4.7% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
☆Well Done, LLC CIK 0001667132 0.522 202 16.5 2.2% 5 +0.0 pp +0.4 pp +1.3 pp +1.4 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 16.5 5.4% 5 -0.3 pp -0.3 pp -0.9 pp -1.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 16.4 1.8% 5 -0.1 pp +0.4 pp +0.7 pp +0.9 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 16.1 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 16.0 7.1% 4 -0.5 pp -0.6 pp -0.4 pp +7.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 16.0 7.0% 5 -0.4 pp +3.3 pp +3.4 pp +3.4 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 16.0 1.0% 4 +0.1 pp +0.2 pp +0.5 pp +1.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 15.9 6.2% 2 +0.5 pp +6.2 pp +6.2 pp +4.3 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 15.9 8.5% 2 -0.2 pp +8.5 pp +8.5 pp +8.5 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 15.7 8.5% 5 -0.3 pp -0.1 pp -0.3 pp +0.1 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 15.7 7.9% 5 +0.3 pp -2.1 pp -1.9 pp -0.6 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 15.5 4.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 15.5 3.0% 5 -0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 15.4 9.6% 5 -1.1 pp -0.8 pp -0.2 pp -1.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 15.4 1.3% 5 -0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 15.3 8.9% 6 -0.3 pp +0.0 pp +0.3 pp +0.6 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 15.2 3.2% 5 -0.1 pp +0.6 pp +0.6 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.1 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 15.1 10.7% 5 -0.5 pp -0.2 pp +0.0 pp -0.1 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 15.0 8.7% 1 +8.7 pp +8.7 pp -3.6 pp -2.3 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 14.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 14.7 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 14.7 3.3% 3 +1.7 pp +3.1 pp +3.3 pp +3.3 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 14.7 11.0% 2 +0.1 pp +11.0 pp +11.0 pp +11.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 14.7 5.4% 5 +0.5 pp +0.6 pp +0.9 pp +0.8 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 14.6 3.4% 5 -1.9 pp -1.3 pp +0.4 pp -1.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 14.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.4 1.8% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 14.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.2 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 14.1 5.5% 4 +0.1 pp +0.3 pp +5.3 pp +5.5 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 13.9 0.9% 5 +0.3 pp +0.4 pp +0.5 pp +0.4 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 13.9 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 13.8 2.8% 5 -0.1 pp -0.4 pp -0.4 pp -0.1 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 13.8 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 13.5 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 13.3 12.1% 2 -0.3 pp +12.1 pp +12.1 pp +12.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 13.2 4.9% 5 -0.2 pp -0.7 pp -0.1 pp +0.5 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 13.0 4.0% 5 -0.2 pp -0.0 pp +0.4 pp +0.7 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 13.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 13.0 6.2% 5 +0.1 pp +0.3 pp +0.8 pp +1.2 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 12.9 3.8% 2 +0.7 pp +3.8 pp +3.8 pp +3.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 12.8 1.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 12.8 3.3% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 12.7 5.0% 5 -0.2 pp -0.1 pp +0.0 pp +0.3 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 12.5 4.5% 3 -1.5 pp -1.5 pp +4.5 pp +4.5 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 12.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 12.1 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 11.9 6.3% 7 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 11.9 1.6% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 11.9 6.5% 5 -0.2 pp -0.3 pp +0.1 pp -0.0 pp
☆Argo Wealth Advisory, LLC CIK 0002104895 0.394 50 11.8 6.5% 2 +0.0 pp +6.5 pp +6.5 pp +6.5 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 11.7 2.1% 5 -0.2 pp +0.2 pp +0.5 pp +1.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 11.6 0.8% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 11.6 2.0% 5 +0.1 pp +0.4 pp +0.6 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 11.3 5.6% 5 -0.2 pp -0.5 pp -0.5 pp -0.7 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 11.3 1.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 11.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 11.2 2.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 10.9 7.7% 7 -0.1 pp +0.2 pp +0.8 pp +1.0 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 10.9 10.5% 2 -0.2 pp +10.5 pp +10.5 pp +10.5 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 10.8 3.8% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 10.8 1.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 10.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 10.2 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 10.1 1.2% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 9.9 5.2% 5 -0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 9.8 6.4% 5 -0.4 pp -0.3 pp -0.2 pp +2.6 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 9.8 1.2% 5 -0.0 pp -0.8 pp +0.1 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 9.7 4.7% 5 -0.2 pp -0.1 pp -0.8 pp -0.8 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 9.5 3.0% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 9.5 2.1% 5 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 9.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 9.3 1.8% 5 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 9.3 6.6% 4 -0.2 pp +0.2 pp +0.8 pp +6.6 pp
☆Indivisible Partners CIK 0002098400 0.368 637 9.3 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 9.2 5.8% 6 -0.0 pp +0.2 pp +1.2 pp +1.5 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.865 29 9.1 2.8% 5 -0.0 pp +0.1 pp -0.4 pp -1.2 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 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 9.1 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 9.0 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 8.8 6.4% 5 -0.3 pp +0.5 pp +0.6 pp -0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 8.8 2.8% 1 +2.8 pp +0.0 pp +0.1 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 8.7 2.0% 5 +0.3 pp +0.5 pp +0.6 pp +0.9 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 8.6 1.1% 5 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 8.6 5.6% 2 -0.3 pp +5.6 pp +5.6 pp +5.6 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 8.5 1.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 8.4 4.0% 6 -0.9 pp -0.8 pp -0.9 pp -1.3 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 8.3 3.5% 5 -0.5 pp -0.6 pp -0.5 pp -0.4 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 8.3 1.3% 4 -0.2 pp +0.4 pp +0.8 pp +1.3 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 8.1 2.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 8.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 8.1 0.9% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 7.8 4.1% 5 +0.1 pp +0.2 pp +0.6 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 7.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 7.5 3.3% 5 +1.2 pp +1.6 pp +2.3 pp +2.7 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 7.4 1.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 7.4 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 7.4 0.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 7.3 1.5% 5 -0.2 pp -0.1 pp -0.3 pp -0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 7.2 2.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 7.2 3.0% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 7.2 8.5% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 7.2 5.4% 5 -0.0 pp +0.2 pp +1.3 pp +1.6 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 7.1 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 7.0 2.3% 5 -0.8 pp -0.8 pp -0.8 pp -0.9 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 6.9 3.8% 5 -0.2 pp +0.0 pp -0.9 pp -0.8 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 6.9 5.0% 5 -0.1 pp +0.3 pp +0.6 pp +0.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.7 0.1% 5 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 6.6 5.4% 2 -0.4 pp +5.4 pp +5.4 pp +5.4 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 6.5 4.7% 2 -0.3 pp +4.7 pp +4.7 pp +4.7 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 6.5 2.8% 3 -0.4 pp -0.5 pp +2.8 pp +2.8 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 6.5 0.7% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 6.4 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 6.3 5.4% 2 +0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 6.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 6.2 2.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 6.2 1.2% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆COWA, LLC CIK 0001844480 0.512 181 6.0 1.5% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆City State Bank CIK 0001910666 0.322 809 6.0 1.4% 5 +0.0 pp +0.3 pp +0.4 pp +0.7 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 5.9 3.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 5.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 5.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 5.8 1.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.6 0.7% 5 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 5.6 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 5.6 2.1% 5 +0.4 pp +0.6 pp +0.8 pp +0.9 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.5 2.2% 6 +0.0 pp +0.5 pp +0.4 pp +0.5 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 5.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 5.3 2.1% 5 +0.5 pp +0.6 pp +0.9 pp +1.5 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 5.3 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.3 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 5.3 1.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.2 1.9% 5 -0.1 pp -0.4 pp -0.4 pp -0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 5.0 1.1% 5 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 5.0 1.5% 2 +1.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 4.9 3.5% 5 +0.2 pp +0.5 pp +0.8 pp +0.9 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 4.8 1.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.5 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 4.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 4.8 0.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 4.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
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☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 4.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.6 2.2% 5 -0.2 pp -1.6 pp -1.8 pp -1.2 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 3.6 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
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☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 1.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 1.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.2 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.2 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 1.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.2 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 1.2 0.6% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 1.2 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 1.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 1.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.0 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 1.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 1.0 0.7% 5 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.0 0.6% 3 -0.2 pp -0.1 pp +0.6 pp +0.6 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 1.0 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.9 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.9 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.9 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 0.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.9 0.3% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.8 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWF LLC CIK 0002065728 0.943 14 0.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.8 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.8 0.0% 5 -0.1 pp -0.3 pp -0.3 pp -0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Eastover Investment Advisors LLC CIK 0001472800 0.453 49 0.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.7 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.7 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 0.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 0.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.5 0.2% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 0.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.5 0.3% 6 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
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☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.4 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Emprise Bank CIK 0002018815 0.570 109 0.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.4 0.6% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
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☆marrick wealth, LLC CIK 0002109850 0.626 62 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 3 -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% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -3.2 pp -3.2 pp -3.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -2.7 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 +0.0 pp -0.2 pp -0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 -3.5 pp -2.7 pp -2.8 pp -2.5 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp -3.8 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Benson Investment Management Company, Inc. CIK 0001694896 0.000 9 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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
☆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
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp -1.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -3.6 pp -3.5 pp -3.7 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -2.1 pp -2.0 pp -1.8 pp -1.8 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -1.8 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
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -4.0 pp -4.9 pp -5.2 pp -5.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -1.4 pp -1.2 pp -1.2 pp -1.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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 -1.2 pp -0.9 pp -0.2 pp -0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -4.5 pp -3.5 pp -3.4 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -5.6 pp -5.8 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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 +0.0 pp -4.6 pp -4.6 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -8.8 pp -8.8 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -1.6 pp -1.5 pp -1.5 pp -1.4 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -7.4 pp -7.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status