Signals

← Signals

☆DFAS

864 in-universe funds with a nonzero position in DFAS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#175
Score / z1.099 / 1.55
Consensus325.59 over 571 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-40% / 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Creative Planning CIK 0001540235 0.979 4196 1,730.3 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 564.5 0.1% 3 +0.0 pp +0.0 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 462.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 407.2 19.1% 3 -0.3 pp -1.7 pp +19.1 pp +19.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 245.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 216.3 3.5% 3 +0.3 pp +0.3 pp +3.5 pp +3.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 178.1 9.8% 3 -0.2 pp -0.5 pp +9.8 pp +9.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 108.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 96.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 94.4 4.9% 3 +0.8 pp +1.4 pp +4.9 pp +4.9 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 91.0 2.8% 3 -0.1 pp -0.3 pp +2.8 pp +2.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 87.6 1.7% 2 +0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 82.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Premier Financial Group CIK 0001989061 0.418 234 82.8 21.6% 2 +0.5 pp +21.6 pp +21.6 pp +21.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 81.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 81.0 4.4% 3 -0.1 pp +0.1 pp +4.4 pp +4.4 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 80.5 5.6% 3 -0.1 pp +1.4 pp +5.6 pp +5.6 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 78.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 78.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 73.1 8.0% 3 +0.5 pp +0.8 pp +8.0 pp +8.0 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 71.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 70.2 2.9% 3 -0.3 pp -0.2 pp +2.9 pp +2.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 69.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 67.5 2.9% 3 -0.1 pp -0.5 pp +2.9 pp +2.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 67.3 7.6% 3 -0.1 pp -0.1 pp +7.6 pp +7.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 64.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 63.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 61.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 58.5 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 53.0 1.4% 3 +0.0 pp -0.6 pp +1.4 pp +1.4 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 51.2 5.6% 3 -0.2 pp +0.0 pp +5.6 pp +5.6 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 50.3 10.3% 3 -0.0 pp +0.3 pp +10.3 pp +10.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 50.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 49.7 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 49.1 5.6% 3 +0.2 pp +0.1 pp +5.6 pp +5.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 47.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 45.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 44.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 43.1 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 41.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 40.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 39.1 17.3% 3 -0.2 pp -1.1 pp +17.3 pp +17.3 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 38.7 2.7% 3 -0.1 pp -0.2 pp +2.7 pp +2.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 38.2 1.8% 3 -0.2 pp -0.4 pp +1.8 pp +1.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 38.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 36.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆KWMG, LLC CIK 0001633024 0.515 153 33.6 2.9% 3 +0.1 pp +0.2 pp +2.9 pp +2.9 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 32.9 5.4% 3 -0.6 pp -0.5 pp +5.4 pp +5.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 32.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 32.4 2.1% 3 +0.1 pp +0.2 pp +2.1 pp +2.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 31.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 31.3 7.7% 3 +0.5 pp +1.6 pp +7.7 pp +7.7 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 30.9 4.7% 3 -0.2 pp -0.3 pp +4.7 pp +4.7 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 29.8 12.9% 3 +0.4 pp -0.0 pp +12.9 pp +12.9 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 29.6 10.6% 3 -0.2 pp +0.1 pp +10.6 pp +10.6 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 29.6 4.0% 3 +0.0 pp -1.0 pp +4.0 pp +4.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 29.0 6.4% 3 -0.0 pp +0.2 pp +6.4 pp +6.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 28.5 2.8% 3 -0.0 pp -0.1 pp +2.8 pp +2.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 27.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 25.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 25.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 24.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 24.6 3.8% 3 +0.1 pp +0.2 pp +3.8 pp +3.8 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 24.4 12.6% 3 -0.1 pp +0.0 pp +12.6 pp +12.6 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 23.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 23.0 7.5% 3 +0.0 pp +0.2 pp +7.5 pp +7.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 22.9 5.7% 3 +0.0 pp -0.1 pp +5.7 pp +5.7 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 22.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 22.2 4.8% 3 +0.1 pp +0.0 pp +4.8 pp +4.8 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 22.1 1.8% 3 +0.6 pp +0.6 pp +1.8 pp +1.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 22.0 2.1% 3 -0.0 pp -0.3 pp +2.1 pp +2.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 21.8 2.2% 3 -0.2 pp -0.1 pp +2.2 pp +2.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 21.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 21.5 1.5% 1 +1.5 pp +0.5 pp +1.5 pp +1.5 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 21.2 6.5% 3 -0.1 pp -0.6 pp +6.5 pp +6.5 pp
☆MASECO LLP CIK 0002074052 0.917 291 20.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 20.7 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 20.7 6.6% 3 +0.0 pp +0.0 pp +6.6 pp +6.6 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 20.1 7.0% 3 +0.4 pp +0.6 pp +7.0 pp +7.0 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 20.1 6.9% 3 -0.0 pp +0.1 pp +6.9 pp +6.9 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 20.1 11.4% 3 -0.4 pp -0.3 pp +11.4 pp +11.4 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 19.9 3.8% 2 +3.7 pp +3.8 pp +3.8 pp +3.8 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 19.9 12.0% 3 -0.2 pp -0.3 pp +12.0 pp +12.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 19.9 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 19.6 1.9% 3 +0.0 pp +0.0 pp +1.9 pp +1.9 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 19.5 4.7% 3 +0.0 pp +0.2 pp +4.7 pp +4.7 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 19.5 3.5% 3 -0.4 pp -1.5 pp +3.5 pp +3.5 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 19.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 18.8 9.5% 3 +0.1 pp -0.1 pp +9.5 pp +9.5 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 18.7 5.5% 3 -0.6 pp -2.5 pp +5.5 pp +5.5 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 18.5 11.2% 3 +0.2 pp -0.6 pp +11.2 pp +11.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 18.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 18.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 18.4 1.8% 3 +0.1 pp +0.3 pp +1.8 pp +1.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 17.7 3.8% 3 -0.2 pp -0.3 pp +3.8 pp +3.8 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 17.7 4.8% 3 -0.0 pp +0.0 pp +4.8 pp +4.8 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 17.2 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 16.9 2.6% 3 +0.3 pp +0.7 pp +2.6 pp +2.6 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 16.5 3.2% 3 -0.1 pp -1.2 pp +3.2 pp +3.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 16.5 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 16.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 15.9 3.8% 3 +0.0 pp +0.1 pp +3.8 pp +3.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 15.4 12.8% 2 -0.3 pp +12.8 pp +12.8 pp +12.8 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 15.4 3.8% 3 -0.1 pp -0.2 pp +3.8 pp +3.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 15.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 14.8 2.5% 3 +0.2 pp +0.1 pp +2.5 pp +2.5 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 14.6 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 14.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 14.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 13.3 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 13.1 4.5% 3 -0.0 pp +0.0 pp +4.5 pp +4.5 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 13.0 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 12.9 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 12.8 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 12.7 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 12.7 2.9% 4 +0.2 pp +0.1 pp +1.0 pp +2.9 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 12.2 2.9% 3 -0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.2 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 12.2 1.9% 3 -0.0 pp +0.2 pp +1.9 pp +1.9 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 12.1 0.5% 3 +0.3 pp +0.2 pp +0.5 pp +0.5 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 12.1 3.4% 3 +0.0 pp +0.0 pp +3.4 pp +3.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 12.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 12.1 8.5% 4 +0.2 pp +0.1 pp +0.3 pp +8.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 12.0 1.3% 3 +0.0 pp +0.3 pp +1.3 pp +1.3 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 11.7 2.7% 3 +0.0 pp +0.2 pp +2.7 pp +2.7 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 11.7 5.6% 4 -0.4 pp -0.7 pp -1.0 pp +5.6 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 11.6 8.4% 3 +0.2 pp -0.3 pp +8.4 pp +8.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 11.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 11.2 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 11.2 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 11.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 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 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 10.9 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 10.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 10.8 2.8% 3 -0.9 pp -1.1 pp +2.8 pp +2.8 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 10.7 6.6% 2 +0.5 pp +6.6 pp +6.6 pp +6.6 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 10.5 3.2% 3 +0.1 pp +0.1 pp +3.2 pp +3.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 10.4 3.9% 3 +0.0 pp -0.0 pp +3.9 pp +3.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 10.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 10.0 3.8% 3 -0.3 pp -0.2 pp +3.8 pp +3.8 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 9.9 4.1% 3 +0.1 pp +0.2 pp +4.1 pp +4.1 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 9.8 4.1% 3 +0.2 pp -1.4 pp +4.1 pp +4.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 9.7 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 9.6 2.7% 3 +1.9 pp +1.9 pp +2.7 pp +2.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 9.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 9.5 1.0% 3 -0.6 pp -0.9 pp +1.0 pp +1.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 9.5 2.7% 4 +0.0 pp +0.3 pp +0.2 pp +2.7 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 9.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 9.4 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 9.4 2.8% 3 +0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 9.4 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 9.3 1.8% 3 +0.0 pp +0.5 pp +1.8 pp +1.8 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 9.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 9.2 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 8.9 4.0% 3 +0.1 pp +0.0 pp +4.0 pp +4.0 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 8.8 3.7% 3 +0.0 pp +0.2 pp +3.7 pp +3.7 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 8.8 3.6% 3 +1.2 pp -0.5 pp +3.6 pp +3.6 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 8.7 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 8.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 8.6 4.3% 3 -0.1 pp +0.1 pp +4.3 pp +4.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 8.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 8.3 4.2% 3 +0.2 pp +0.3 pp +4.2 pp +4.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 8.3 2.9% 3 -0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 8.2 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 8.1 0.3% 3 -0.6 pp -0.6 pp +0.3 pp +0.3 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 8.1 5.1% 3 -0.2 pp -0.2 pp +5.1 pp +5.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 8.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 7.9 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 7.8 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 7.7 4.1% 3 -0.0 pp +0.2 pp +4.1 pp +4.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 7.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 7.4 2.9% 3 -0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 7.4 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 7.3 3.3% 3 -0.0 pp +0.3 pp +3.3 pp +3.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 7.2 1.9% 3 -0.2 pp -0.1 pp +1.9 pp +1.9 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 7.1 4.1% 3 -0.4 pp -0.5 pp +4.1 pp +4.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.0 4.0% 4 -0.1 pp -0.3 pp -0.2 pp +4.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 6.9 1.6% 3 +0.2 pp +0.5 pp +1.6 pp +1.6 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 6.9 4.7% 3 -0.1 pp -0.1 pp +4.7 pp +4.7 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.9 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.8 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 6.8 2.9% 3 +0.0 pp +0.3 pp +2.9 pp +2.9 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 6.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 6.7 4.1% 3 -0.2 pp -0.8 pp +4.1 pp +4.1 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 6.7 2.4% 3 +0.4 pp +0.7 pp +2.4 pp +2.4 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 6.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 6.6 2.7% 3 +0.2 pp +0.2 pp +2.7 pp +2.7 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 6.5 1.4% 3 +0.0 pp +0.5 pp +1.4 pp +1.4 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 6.5 2.0% 3 -0.3 pp -0.4 pp +2.0 pp +2.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 6.5 3.6% 3 -0.1 pp -0.1 pp +3.6 pp +3.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 6.5 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 6.5 1.2% 3 -0.3 pp -0.5 pp +1.2 pp +1.2 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 6.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 6.3 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 6.3 3.4% 3 +0.0 pp -0.0 pp +3.4 pp +3.4 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 6.3 3.7% 3 -0.0 pp -0.0 pp +3.7 pp +3.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 6.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 5.9 2.1% 3 +0.0 pp +0.3 pp +2.1 pp +2.1 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 5.7 4.7% 3 +0.2 pp -0.3 pp +4.7 pp +4.7 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 5.5 4.1% 3 -0.1 pp -0.1 pp +4.1 pp +4.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 5.4 0.5% 5 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 5.4 2.3% 3 +0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 5.3 2.2% 3 -0.1 pp -0.0 pp +2.2 pp +2.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 5.2 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 5.2 2.6% 3 +0.2 pp +0.4 pp +2.6 pp +2.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 5.1 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 5.0 4.3% 3 -0.1 pp -0.1 pp +4.3 pp +4.3 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 5.0 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 5.0 0.4% 3 -1.7 pp -1.7 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 4.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 4.7 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 4.6 1.8% 4 -0.1 pp -0.2 pp -0.2 pp +1.8 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 4.6 1.8% 3 +0.3 pp +0.3 pp +1.8 pp +1.8 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 4.6 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 4.5 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.5 3.5% 3 +0.0 pp +0.2 pp +3.5 pp +3.5 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 4.5 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 4.4 3.1% 3 +0.3 pp +0.5 pp +3.1 pp +3.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 4.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 4.3 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 4.2 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 4.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 4.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 4.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 4.0 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 3.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 3.9 1.0% 4 -0.1 pp -0.1 pp -0.3 pp +1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 3.8 1.4% 3 -0.3 pp -4.1 pp +1.4 pp +1.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 3.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 3.7 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.7 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 3.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 3.6 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 3.5 1.3% 3 -2.6 pp -2.6 pp +1.3 pp +1.3 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 3.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 3.5 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 3.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 3.5 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 3.5 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 3.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 3.3 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 3.3 1.1% 5 +0.2 pp +0.1 pp +0.0 pp -0.2 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 3.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 3.3 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 3.2 0.9% 1 +0.9 pp +0.7 pp +0.9 pp +0.9 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 3.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 3.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 3.1 2.1% 3 +0.2 pp +0.6 pp +2.1 pp +2.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 3.1 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 3.0 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.0 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 3.0 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 2.9 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.9 0.8% 3 -0.8 pp -0.0 pp +0.8 pp +0.8 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.9 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 2.8 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.8 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 2.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 2.8 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 2.8 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.7 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.7 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 2.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 2.6 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 2.6 0.5% 3 -1.3 pp -1.4 pp +0.5 pp +0.5 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 2.6 2.2% 3 -0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.5 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 2.5 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆ADE, LLC CIK 0001845950 0.661 93 2.4 1.2% 3 +0.2 pp +0.7 pp +1.2 pp +1.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.3 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 2.2 1.9% 4 +0.5 pp +0.2 pp +0.0 pp +1.9 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 2.2 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.2 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 2.2 1.6% 3 -0.3 pp -0.3 pp +1.6 pp +1.6 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 2.1 0.8% 3 +0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 2.0 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 2.0 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 1.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 1.9 1.3% 3 -0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 1.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 1.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 1.9 0.9% 3 +0.3 pp +0.3 pp +0.9 pp +0.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 1.8 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 1.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.7 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.7 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 1.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 1.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 1.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.6 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 1.6 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 1.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 1.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 1.5 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 1.5 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 1.5 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 1.4 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.3 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 1.3 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 1.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 1.3 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 1.2 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 1.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 1.1 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 1.1 0.2% 3 +0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 1.1 0.8% 4 +0.0 pp +0.0 pp -0.1 pp +0.8 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 1.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 1.0 0.3% 3 -0.1 pp -0.6 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 1.0 0.7% 5 +0.3 pp +0.3 pp +0.4 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.8 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 0.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆25 LLC CIK 0001968777 0.795 80 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.7 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 0.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First County Bank /CT/ CIK 0001983616 0.228 169 0.7 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 0.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.343 141 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PEAVINE CAPITAL, LLC CIK 0001594540 0.933 9 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.5 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.2 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 3 -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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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 -2.7 pp -2.7 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 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 +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 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 -0.6 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.1 pp -0.1 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
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.0 0.0% 0 -0.2 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 -0.3 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -3.7 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 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
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 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
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 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 -2.6 pp -1.1 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 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 -0.1 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 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 -0.2 pp -0.2 pp -0.2 pp +0.0 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
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.0 0.0% 0 -3.1 pp -3.1 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 DFAS). Qtrs Held counts distinct quarters this fund has actually held DFAS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAS position size. Δ columns are the percentage-point change in DFAS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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