Signals

← Signals

☆DFAT

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

Flow ranking

Rank#23004
Score / z-0.422 / -0.40
Consensus303.08 over 532 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
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 844.4 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 821.9 0.9% 5 +0.0 pp -0.3 pp -0.6 pp -0.8 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 646.3 9.1% 4 +1.2 pp +1.4 pp +1.5 pp +9.1 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 398.7 17.9% 4 -0.1 pp -0.5 pp -0.8 pp +17.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 356.9 3.6% 4 -0.3 pp +0.7 pp +0.1 pp +3.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 344.6 4.9% 4 -0.2 pp +0.3 pp +0.6 pp +4.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 298.7 1.4% 4 -0.2 pp -0.1 pp -0.2 pp +1.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 268.6 1.3% 2 +0.0 pp +1.3 pp +0.2 pp +1.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 183.5 16.5% 4 -0.0 pp -0.3 pp -1.8 pp +16.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 164.7 0.2% 4 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 158.6 11.1% 4 +0.9 pp +1.3 pp +1.7 pp +11.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 141.3 2.1% 4 +0.2 pp +0.0 pp -0.4 pp +2.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 127.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 112.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 111.8 18.0% 4 +0.5 pp +0.8 pp +0.8 pp +18.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 97.0 0.1% 4 +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 95.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 93.4 6.2% 4 -3.0 pp -0.9 pp -2.0 pp +6.2 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 92.7 21.6% 4 +0.5 pp +0.2 pp +0.1 pp +21.6 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 92.5 2.1% 4 +0.0 pp -0.0 pp +0.0 pp +2.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 91.3 3.3% 4 +0.1 pp +3.2 pp +3.2 pp +3.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 90.1 2.6% 4 -0.0 pp -0.1 pp -0.3 pp +2.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 85.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 84.8 7.7% 4 -0.2 pp -4.3 pp -4.4 pp +7.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 75.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 74.8 12.7% 3 -5.8 pp -5.3 pp +12.7 pp +12.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 70.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 67.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 67.5 3.6% 4 +0.1 pp +0.0 pp -0.1 pp +3.6 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 66.7 20.3% 4 +0.9 pp +1.2 pp +1.8 pp +20.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 65.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 57.5 17.1% 6 -0.7 pp -1.2 pp -1.9 pp -6.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 57.1 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 57.0 14.0% 4 -1.2 pp -3.0 pp -6.0 pp +14.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 53.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 53.3 5.6% 4 +0.2 pp +0.6 pp +0.8 pp +5.6 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 52.2 20.8% 4 +0.3 pp -0.2 pp +0.1 pp +20.8 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 50.8 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 47.3 3.4% 4 +0.3 pp +0.5 pp +0.7 pp +3.4 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 46.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 45.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 45.7 4.3% 4 +0.2 pp +0.2 pp +0.4 pp +4.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 45.1 2.2% 4 +0.1 pp -0.3 pp -0.5 pp +2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 42.9 8.2% 4 -0.1 pp -0.8 pp -1.1 pp +8.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 40.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 39.3 15.8% 4 +0.5 pp +0.2 pp +0.5 pp +15.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 39.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard Young Associates, Ltd. CIK 0002107563 0.842 29 34.9 26.5% 1 +26.5 pp +26.5 pp +26.5 pp +26.5 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 33.5 6.7% 4 +0.1 pp +0.1 pp +0.1 pp +6.7 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 32.6 8.6% 4 +0.1 pp -0.1 pp -0.1 pp +8.6 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 31.7 18.7% 3 +0.8 pp +0.5 pp +18.7 pp +18.7 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 30.5 3.1% 4 -0.0 pp -0.3 pp -0.1 pp +3.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 30.3 2.1% 4 +0.0 pp -0.0 pp -0.0 pp +2.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 30.2 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 29.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 29.4 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 29.2 3.0% 4 +0.2 pp -0.1 pp -0.0 pp +3.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 29.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 28.5 1.1% 4 +0.1 pp -0.1 pp -0.0 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 27.9 2.2% 4 +0.2 pp +0.3 pp +0.3 pp +2.2 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 27.5 21.9% 1 +21.9 pp +21.9 pp +21.9 pp +21.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 27.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 27.5 5.0% 4 +0.1 pp -0.1 pp -0.0 pp +5.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 27.4 15.0% 4 +0.6 pp +0.6 pp +0.7 pp +15.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 27.0 7.5% 4 -0.3 pp -0.6 pp -0.9 pp +7.5 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 26.9 6.5% 4 +0.4 pp +0.4 pp +0.4 pp +6.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 26.1 2.4% 4 +0.1 pp +0.1 pp +0.2 pp +2.4 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 25.9 13.0% 4 +0.1 pp +0.1 pp +0.3 pp +13.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 25.5 3.1% 4 -0.0 pp -0.1 pp -0.0 pp +3.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 25.3 11.4% 4 -0.3 pp -0.7 pp -1.4 pp +11.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 24.8 3.4% 4 -0.2 pp -0.2 pp -0.3 pp +3.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 24.6 0.7% 4 +0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 24.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 24.4 8.2% 6 +1.4 pp +1.6 pp +1.1 pp +1.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 24.3 11.9% 4 +0.3 pp +0.2 pp +0.1 pp +11.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 23.5 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 23.4 6.6% 4 +0.1 pp +1.0 pp +1.1 pp +6.6 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 22.8 7.7% 4 -0.0 pp -0.7 pp -0.5 pp +7.7 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 22.7 6.2% 3 +0.3 pp +0.6 pp +6.2 pp +6.2 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 22.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 22.2 5.3% 4 +0.1 pp +0.2 pp +0.3 pp +5.3 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 21.8 2.9% 4 +0.2 pp +0.8 pp +1.3 pp +2.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 21.6 1.0% 4 +0.0 pp +0.1 pp +0.2 pp +1.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 21.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 21.3 5.3% 4 +0.2 pp +0.1 pp -0.1 pp +5.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 21.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 20.4 5.1% 4 +0.2 pp +0.3 pp +0.4 pp +5.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 20.3 0.0% 4 +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 20.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 20.1 3.9% 4 +0.1 pp -0.2 pp -0.1 pp +3.9 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 19.9 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 19.8 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 19.4 11.1% 4 +0.0 pp -0.2 pp -1.1 pp +11.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 19.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 18.9 5.1% 3 -0.1 pp +0.4 pp +5.1 pp +5.1 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 18.7 8.3% 4 +0.2 pp +0.2 pp +0.3 pp +8.3 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 18.6 7.5% 4 -0.6 pp -0.8 pp -0.7 pp +7.5 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 18.4 2.4% 4 +0.0 pp +0.1 pp +0.1 pp +2.4 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 18.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 18.1 13.6% 4 +3.8 pp +3.6 pp +3.5 pp +13.6 pp
☆WPWealth LLP CIK 0001950118 0.866 103 17.8 2.7% 4 -0.0 pp -0.5 pp -0.8 pp +2.7 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 17.5 4.9% 4 -0.1 pp -0.3 pp -0.6 pp +4.9 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 17.3 4.3% 4 -0.0 pp -0.1 pp -0.2 pp +4.3 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 17.2 6.1% 4 +0.4 pp +0.9 pp +1.2 pp +6.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 15.8 1.8% 4 +0.1 pp -0.1 pp -0.2 pp +1.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 15.4 11.7% 4 +0.7 pp +0.9 pp +1.0 pp +11.7 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 15.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 14.7 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 14.7 2.4% 4 -0.0 pp -0.1 pp -0.1 pp +2.4 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 14.4 2.5% 4 -0.1 pp -0.4 pp -1.3 pp +2.5 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 14.4 4.0% 4 +0.2 pp +0.4 pp +0.6 pp +4.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 13.9 9.4% 4 +0.2 pp +0.1 pp -0.2 pp +9.4 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 13.8 6.5% 4 -0.2 pp -0.7 pp -1.7 pp +6.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 13.8 8.2% 4 -0.1 pp -0.2 pp -1.2 pp +8.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 13.5 3.5% 4 +0.2 pp -0.1 pp +0.0 pp +3.5 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 13.4 3.8% 4 +0.4 pp +0.6 pp +0.4 pp +3.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 13.4 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 13.4 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 13.2 1.7% 4 +0.1 pp -0.1 pp -0.1 pp +1.7 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 12.9 7.7% 4 -0.2 pp -0.8 pp -1.2 pp +7.7 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 12.7 8.8% 4 +0.0 pp -0.4 pp -0.9 pp +8.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 12.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 12.2 3.8% 4 +0.2 pp +0.2 pp +0.2 pp +3.8 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 11.9 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 11.8 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 11.7 2.8% 4 +0.3 pp -1.8 pp +2.6 pp +2.8 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 11.6 5.4% 4 -0.7 pp -0.9 pp -1.5 pp +5.4 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 11.2 6.1% 4 -0.0 pp -0.6 pp -0.7 pp +6.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 11.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 11.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 10.6 3.8% 4 +0.1 pp +0.2 pp +0.4 pp +3.8 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 10.5 5.4% 6 +0.5 pp +0.7 pp +1.8 pp +1.3 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 10.4 3.0% 4 +0.1 pp +0.2 pp +0.2 pp +3.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 10.1 3.5% 4 +0.0 pp -0.0 pp +0.1 pp +3.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.9 1.1% 4 +0.6 pp -0.2 pp -0.3 pp +1.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 9.7 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 9.6 2.7% 4 +0.1 pp +0.1 pp +0.3 pp +2.7 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 9.5 2.5% 4 +0.1 pp -0.0 pp -0.1 pp +2.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 9.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 9.4 1.5% 4 +0.0 pp -0.2 pp -0.2 pp +1.5 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 9.3 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 9.3 5.4% 4 +0.1 pp -0.2 pp -0.3 pp +5.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 9.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 9.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 8.9 2.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 8.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 8.7 2.2% 4 +0.1 pp +0.1 pp +0.0 pp +2.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 8.6 2.1% 4 +0.1 pp +0.1 pp -0.4 pp +2.1 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 8.5 2.9% 4 +0.1 pp +0.1 pp +0.1 pp +2.9 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 8.5 3.6% 3 -0.2 pp -0.4 pp +3.6 pp +3.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.4 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 8.4 0.9% 4 +0.0 pp -0.0 pp +0.0 pp +0.9 pp
☆City State Bank CIK 0001910666 0.322 809 8.4 2.2% 4 +0.2 pp +0.2 pp +0.4 pp +2.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 8.3 4.1% 4 +0.2 pp +0.4 pp -0.0 pp +4.1 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 8.2 4.7% 4 -0.4 pp -0.4 pp -1.1 pp +4.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 8.1 2.9% 4 +0.3 pp +0.3 pp +0.3 pp +2.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 7.9 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 7.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 7.5 1.2% 2 +0.1 pp +1.2 pp +0.2 pp +1.2 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 7.3 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 7.3 2.3% 4 +0.0 pp +0.0 pp -0.1 pp +2.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 7.3 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 7.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 7.0 2.3% 4 -0.2 pp -0.3 pp -0.6 pp +2.3 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 6.9 5.1% 4 +0.3 pp +0.3 pp +0.3 pp +5.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 6.6 2.7% 4 -0.1 pp -0.2 pp -0.4 pp +2.7 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 6.6 2.7% 4 +0.2 pp +0.1 pp +0.0 pp +2.7 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 6.5 1.0% 4 +0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 6.5 2.3% 4 +0.0 pp +0.0 pp +0.1 pp +2.3 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.5 2.9% 4 +0.1 pp +0.3 pp +0.1 pp +2.9 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 6.5 0.4% 2 -0.0 pp +0.4 pp -0.5 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 6.3 1.7% 4 -0.3 pp -0.5 pp -0.5 pp +1.7 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 6.3 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 6.3 2.2% 4 +0.3 pp +0.4 pp +0.5 pp +2.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 6.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 6.0 2.1% 4 -0.0 pp +0.1 pp +0.1 pp +2.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 5.9 1.8% 4 +0.1 pp +0.0 pp +0.0 pp +1.8 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 5.9 2.8% 4 -0.1 pp -0.3 pp -0.3 pp +2.8 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 5.8 3.9% 4 +0.1 pp -0.0 pp -0.2 pp +3.9 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.7 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 5.7 2.1% 4 +0.3 pp +0.4 pp +0.8 pp +2.1 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 5.6 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 5.6 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 5.6 3.7% 4 +0.1 pp +0.0 pp -0.3 pp +3.7 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.5 1.2% 4 +0.0 pp +0.0 pp -0.1 pp +1.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.4 2.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.6 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 5.3 3.9% 4 +0.1 pp +0.4 pp +1.6 pp +3.9 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 5.3 1.8% 4 -0.1 pp -0.1 pp -0.2 pp +1.8 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.2 2.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 5.1 2.7% 4 -0.1 pp -0.2 pp -0.1 pp +2.7 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 5.1 1.4% 4 -0.2 pp +0.3 pp +0.3 pp +1.4 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 5.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 5.0 0.9% 4 -0.2 pp -0.1 pp -0.2 pp +0.9 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 5.0 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 4.9 1.5% 4 +0.0 pp +0.0 pp -0.7 pp +1.5 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 4.9 0.6% 4 -0.1 pp +0.5 pp +0.5 pp +0.6 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 4.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 4.9 2.9% 4 -0.0 pp -0.0 pp +0.3 pp +2.9 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 4.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 4.7 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 4.7 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 4.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 4.7 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 4.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 4.7 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 4.6 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 4.6 3.0% 3 +2.7 pp +2.7 pp +3.0 pp +3.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 4.6 1.9% 4 +0.0 pp +0.0 pp +0.1 pp +1.9 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 4.5 1.2% 4 +0.0 pp -0.0 pp -0.2 pp +1.2 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 4.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 4.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 4.4 2.5% 4 -0.2 pp -0.5 pp -0.8 pp +2.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 4.4 2.8% 4 -0.1 pp -0.2 pp +0.1 pp +2.8 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 4.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 4.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 4.3 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 4.3 1.1% 4 +0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 4.2 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 4.1 2.3% 4 +0.1 pp -0.0 pp +0.0 pp +2.3 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 4.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 4.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 4.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 3.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 3.8 1.3% 4 +0.0 pp -0.3 pp -0.4 pp +1.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.7 0.1% 4 +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 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 3.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 3.6 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 3.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 3.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 3.6 1.2% 4 +0.1 pp +0.2 pp +0.3 pp +1.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 3.5 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 3.5 1.2% 4 -0.0 pp -0.2 pp -0.2 pp +1.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 3.5 0.2% 4 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 3.4 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.4 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 3.4 1.0% 2 +0.1 pp +1.0 pp +0.8 pp +1.0 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 3.4 2.8% 5 +0.5 pp +1.1 pp +0.6 pp +0.5 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 3.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 3.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 3.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 3.2 0.6% 4 +0.4 pp -1.3 pp -1.5 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 3.2 2.2% 4 +0.3 pp +0.3 pp +0.3 pp +2.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 3.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 3.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.0 1.9% 4 +0.3 pp +0.1 pp +0.1 pp +1.9 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 2.9 2.2% 4 +0.3 pp +0.4 pp +0.5 pp +2.2 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 2.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.9 1.1% 4 +0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.9 1.6% 5 +0.1 pp +0.2 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.9 1.5% 4 +0.0 pp +0.0 pp +0.1 pp +1.5 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.9 0.4% 4 -0.4 pp -0.0 pp -0.1 pp +0.4 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.8 0.4% 4 -0.1 pp -0.6 pp -0.6 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 2.7 1.0% 4 +0.1 pp -0.1 pp -0.2 pp +1.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 2.6 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 2.6 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 2.6 0.7% 3 +0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 2.6 0.3% 4 -0.0 pp +0.0 pp -0.4 pp +0.3 pp
☆Walsh & Associates, LLC CIK 0002135144 0.506 245 2.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.6 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.5 1.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.3 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 2.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 2.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.2 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 2.2 1.0% 4 +0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 2.2 1.3% 3 +0.2 pp +0.5 pp +1.3 pp +1.3 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.1 0.5% 4 -0.0 pp -0.4 pp -0.4 pp +0.5 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 2.1 1.0% 4 +0.2 pp +0.4 pp +0.5 pp +1.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.1 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 2.0 0.2% 6 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 2.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 2.0 1.6% 4 +0.1 pp +0.3 pp +0.4 pp +1.6 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 2.0 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.0 1.1% 4 +0.1 pp -0.0 pp -0.0 pp +1.1 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.9 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 1.9 1.6% 4 +0.1 pp +0.0 pp +0.1 pp +1.6 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.9 0.7% 4 +0.1 pp +0.3 pp +0.3 pp +0.7 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 1.9 0.9% 4 +0.2 pp +0.5 pp +0.5 pp +0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 1.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.7 1.4% 4 +0.1 pp +0.0 pp -0.0 pp +1.4 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 1.7 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pandowealth. LLC CIK 2143045 0.767 18 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 1.6 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 1.6 1.5% 4 +0.1 pp +0.0 pp +0.0 pp +1.5 pp
☆25 LLC CIK 0001968777 0.795 80 1.6 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.6 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Renasant Bank CIK 0001656167 0.136 141 1.6 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 1.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 1.6 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Aspirean Wealth, LLC CIK 0002110285 0.783 20 1.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 1.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 1.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.5 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.5 0.9% 4 +0.0 pp -0.1 pp -0.0 pp +0.9 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.5 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 1.4 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 1.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 1.4 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.4 0.2% 4 -0.3 pp +0.1 pp -0.4 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 1.4 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MSA Advisors, LLC CIK 0001040410 0.744 43 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 1.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.3 0.5% 4 +0.1 pp +0.3 pp +0.2 pp +0.5 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 1.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.3 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 1.3 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.2 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 1.2 0.9% 4 +0.1 pp +0.3 pp +0.3 pp +0.9 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 1.1 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 1.1 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 1.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.1 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 1.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 1.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 1.1 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 1.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 1.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 1.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.9 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.9 0.6% 4 -1.1 pp -1.4 pp -1.5 pp +0.6 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.9 0.3% 4 -0.0 pp -0.2 pp -0.5 pp +0.3 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.9 0.3% 4 +0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.9 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.8 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.8 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.8 0.3% 4 +0.0 pp -1.1 pp -1.1 pp +0.3 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.8 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.8 0.3% 4 +0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vilga Financial Planning LLC CIK 2083456 0.364 93 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.7 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 0.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 0.6 0.2% 6 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.6 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NWK Group, Inc. CIK 0001803054 0.429 71 0.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.5 0.3% 4 +0.0 pp -0.1 pp -0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.5 0.1% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 0.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Busey Bank CIK 0001427202 0.741 388 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 0.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 0.4 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.4 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.3 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.3 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARAGON FINANCIAL PARTNERS, INC. CIK 0001910845 0.618 77 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bannerstone Capital Management, LLC CIK 0002083499 0.053 112 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆PEAVINE CAPITAL, LLC CIK 0001594540 0.933 9 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.3 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.3 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.3 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Winter & Associates, Inc. CIK 0002109063 0.134 85 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.645 360 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invariant Investment Management CIK 0001850871 0.577 68 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BankChampaign, National Association CIK 0002135773 0.039 200 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.0% 4 -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
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 4 -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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 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% 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Financial Services Group, LLC CIK 0001537319 0.285 532 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 4 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 4 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -6.1 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -10.3 pp -10.2 pp -10.2 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -4.8 pp -9.9 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp -16.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +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 -0.0 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
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -19.5 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.8 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 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
☆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
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -2.4 pp -2.7 pp -2.9 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -4.7 pp -4.7 pp -5.1 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
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 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
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 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 -0.6 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 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
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 -0.1 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.1 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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 -4.3 pp -4.5 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 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
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -1.7 pp -1.6 pp -1.3 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -5.0 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
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 DFAT). Qtrs Held counts distinct quarters this fund has actually held DFAT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAT position size. Δ columns are the percentage-point change in DFAT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status