Signals

← Signals

☆DFCF

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

Flow ranking

Rank#18
Score / z8.525 / 7.72
Consensus223.42 over 369 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+754% / 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 ▾
☆Truepoint, Inc. CIK 0001427748 0.954 160 551.5 12.3% 4 +0.3 pp +0.3 pp +0.2 pp +12.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 457.0 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 193.0 17.7% 1 +17.7 pp +17.7 pp +17.7 pp +17.7 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 191.6 2.2% 4 +0.2 pp +0.3 pp +0.9 pp +2.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 188.2 2.8% 4 +0.6 pp +0.6 pp +0.3 pp +2.8 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 180.0 11.1% 4 +1.6 pp +1.7 pp +2.9 pp +11.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 156.9 0.8% 4 -0.2 pp +0.6 pp +0.6 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 149.0 0.7% 4 -0.3 pp +0.1 pp +0.1 pp +0.7 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 146.6 6.5% 4 +1.0 pp +6.0 pp +6.0 pp +6.5 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 146.6 15.5% 4 +0.9 pp +1.6 pp +1.8 pp +15.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 140.9 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 137.5 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 137.1 6.3% 4 +0.4 pp +0.9 pp +0.8 pp +6.3 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 136.3 9.3% 4 -0.2 pp -0.3 pp -0.7 pp +9.3 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 128.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 106.7 7.7% 4 +0.5 pp +1.0 pp +1.5 pp +7.7 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 106.5 11.5% 4 +0.2 pp +0.7 pp +0.6 pp +11.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 104.6 2.1% 3 +0.0 pp +1.0 pp +2.1 pp +2.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 84.4 3.4% 4 +0.1 pp +0.1 pp +0.5 pp +3.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 84.3 12.9% 4 -0.3 pp -0.8 pp -1.5 pp +12.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 75.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 74.8 22.9% 4 +0.2 pp +0.4 pp +0.3 pp +22.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 74.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 67.3 10.4% 4 +0.3 pp +0.6 pp +0.7 pp +10.4 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 65.1 10.3% 4 +0.4 pp +0.7 pp +0.9 pp +10.3 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 58.0 16.7% 4 +0.7 pp +1.3 pp +1.4 pp +16.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 57.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 56.3 2.0% 4 +0.1 pp +0.2 pp +0.3 pp +2.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 54.4 5.7% 4 +0.4 pp +1.2 pp +2.2 pp +5.7 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 51.1 14.4% 3 -1.3 pp +2.7 pp +14.4 pp +14.4 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 49.5 45.9% 1 +45.9 pp +45.9 pp +45.9 pp +45.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 45.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 44.2 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 42.2 0.9% 4 -0.1 pp -0.1 pp -0.4 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 39.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 38.6 4.0% 4 +0.1 pp -0.1 pp -0.3 pp +4.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 36.8 6.0% 2 +0.2 pp +6.0 pp -0.1 pp +6.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 34.8 8.6% 4 +0.7 pp +1.1 pp +0.5 pp +8.6 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 34.5 8.0% 4 -0.1 pp +0.3 pp -0.0 pp +8.0 pp
☆Tencap Wealth Coaching, LLC CIK 0002107751 0.895 20 33.4 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 33.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 33.3 12.8% 4 +0.9 pp +0.5 pp +1.3 pp +12.8 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 32.3 3.5% 4 +0.1 pp +0.1 pp +0.0 pp +3.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 32.0 0.3% 4 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 31.7 9.9% 4 +0.3 pp +0.0 pp -0.0 pp +9.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 31.2 1.0% 4 -0.0 pp -0.9 pp -1.0 pp +1.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 30.9 10.3% 4 +1.3 pp +2.2 pp +2.8 pp +10.3 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 30.3 13.4% 4 +0.3 pp +0.9 pp +1.1 pp +13.4 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 29.5 24.0% 1 +24.0 pp +24.0 pp +24.0 pp +24.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 28.8 3.6% 4 -0.0 pp +1.5 pp +1.3 pp +3.6 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 28.6 15.6% 4 -1.4 pp -1.6 pp +6.9 pp +15.6 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 28.4 7.1% 4 +0.1 pp +0.2 pp +1.3 pp +7.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 27.5 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 26.9 5.7% 4 -0.2 pp -0.2 pp -0.2 pp +5.7 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 26.8 5.1% 4 +0.2 pp +0.5 pp +0.4 pp +5.1 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 26.7 7.5% 4 -0.2 pp +5.0 pp +4.7 pp +7.5 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 26.7 5.8% 4 -0.1 pp -0.3 pp -0.6 pp +5.8 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 26.7 2.3% 4 +0.3 pp +0.3 pp +0.7 pp +2.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 26.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 26.0 0.8% 4 -0.0 pp -0.1 pp -0.3 pp +0.8 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 25.5 7.0% 3 +0.3 pp +1.2 pp +7.0 pp +7.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 23.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 23.1 7.1% 4 +0.6 pp +0.7 pp +0.9 pp +7.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 22.6 1.6% 4 -0.0 pp +0.1 pp -0.0 pp +1.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 22.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 22.2 9.0% 4 +0.1 pp +0.2 pp +0.5 pp +9.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 22.1 9.1% 4 -0.1 pp +0.3 pp +0.1 pp +9.1 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 21.8 13.1% 4 -0.0 pp -0.1 pp -0.6 pp +13.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 21.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 21.4 0.4% 4 -0.4 pp -0.5 pp -0.5 pp +0.4 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 20.8 8.3% 4 -0.8 pp +2.7 pp -0.8 pp +8.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 20.5 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 20.3 8.8% 4 +0.4 pp +0.6 pp +0.7 pp +8.8 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 20.2 4.0% 4 +0.1 pp +0.1 pp +0.1 pp +4.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 20.1 10.1% 4 +0.4 pp +1.5 pp +2.0 pp +10.1 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 19.5 10.7% 4 +0.3 pp +0.6 pp +0.4 pp +10.7 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 19.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 19.3 3.3% 4 -0.1 pp -0.4 pp -0.4 pp +3.3 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 19.2 11.0% 4 +0.2 pp +0.0 pp +0.0 pp +11.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 18.3 2.4% 5 +0.3 pp +0.3 pp +0.1 pp +2.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 18.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 18.1 0.1% 5 -0.0 pp -0.0 pp -0.7 pp -0.6 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 17.4 9.0% 4 +1.6 pp +1.4 pp +0.6 pp +9.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 17.1 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 17.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 16.7 8.7% 4 +0.4 pp +0.2 pp -0.3 pp +8.7 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 16.5 11.1% 5 -0.8 pp -0.7 pp -0.2 pp -2.9 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 16.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 15.8 0.6% 5 -0.0 pp -0.5 pp -0.8 pp -0.5 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 15.6 1.6% 4 -0.0 pp -0.1 pp -0.1 pp +1.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 15.5 4.0% 4 +0.3 pp +0.4 pp +0.4 pp +4.0 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 15.2 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 15.1 6.1% 4 +0.5 pp +0.7 pp +0.8 pp +6.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 14.8 4.0% 4 +0.2 pp +0.1 pp -0.1 pp +4.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.8 4.5% 4 -0.2 pp -0.4 pp -0.7 pp +4.5 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 14.5 2.8% 4 +0.1 pp +0.1 pp -0.1 pp +2.8 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 14.4 3.8% 4 +0.2 pp +0.3 pp +0.6 pp +3.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 14.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 14.2 5.0% 4 +0.1 pp +0.3 pp +0.3 pp +5.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 14.1 3.7% 4 +0.1 pp +0.1 pp +0.0 pp +3.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 13.8 4.8% 4 +0.0 pp +0.0 pp -0.0 pp +4.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 13.4 3.5% 4 +0.0 pp -0.2 pp -0.2 pp +3.5 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 13.4 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 13.1 5.6% 4 +0.1 pp +0.2 pp +0.0 pp +5.6 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 13.1 2.1% 4 +0.1 pp -1.2 pp -1.2 pp +2.1 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 13.1 7.7% 3 +0.1 pp -0.3 pp +7.7 pp +7.7 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 12.8 9.7% 4 +0.5 pp +1.0 pp +0.8 pp +9.7 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 12.7 9.9% 4 +0.8 pp +0.6 pp +0.1 pp +9.9 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 12.4 8.8% 4 -0.1 pp +0.1 pp +0.3 pp +8.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 12.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 12.1 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 12.0 1.6% 4 +0.0 pp +0.4 pp +0.4 pp +1.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 11.6 6.6% 4 -0.1 pp +1.7 pp +2.8 pp +6.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 11.4 2.6% 4 +0.0 pp +0.1 pp +0.1 pp +2.6 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 11.3 7.7% 5 +0.8 pp +2.5 pp +4.1 pp +4.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 11.3 5.8% 4 +0.1 pp +0.2 pp +0.2 pp +5.8 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 11.2 4.2% 4 +0.0 pp +0.1 pp +0.0 pp +4.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 11.1 3.5% 4 +0.2 pp +0.2 pp -0.0 pp +3.5 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 11.1 2.1% 4 +0.1 pp +0.1 pp +0.3 pp +2.1 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 11.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 10.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 10.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 10.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 10.5 5.9% 6 -0.2 pp -0.3 pp -1.1 pp -1.6 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 10.5 5.7% 4 +0.6 pp +1.2 pp +1.0 pp +5.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 10.4 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 10.2 4.4% 5 -0.0 pp +0.5 pp +0.5 pp +1.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 9.9 8.1% 4 +0.3 pp +0.1 pp +0.2 pp +8.1 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 9.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 9.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 9.6 1.4% 4 +0.1 pp +0.6 pp +0.7 pp +1.4 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 9.6 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 9.5 2.4% 4 -0.1 pp -0.1 pp -0.2 pp +2.4 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 9.5 2.1% 4 +0.3 pp +1.0 pp +1.3 pp +2.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.4 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 9.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 9.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 8.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 8.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 8.6 1.8% 4 -0.0 pp -0.0 pp -0.0 pp +1.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 8.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.3 0.4% 4 +0.0 pp -0.2 pp -0.5 pp +0.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 8.1 1.0% 4 -0.0 pp -0.1 pp -0.3 pp +1.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 8.0 1.2% 4 +0.2 pp +0.1 pp +0.1 pp +1.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 7.9 2.1% 4 +0.2 pp +0.3 pp +0.3 pp +2.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 7.9 6.4% 4 +2.6 pp +2.7 pp +2.6 pp +6.4 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 7.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 7.5 2.7% 4 -0.1 pp -0.0 pp -0.2 pp +2.7 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 7.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 7.5 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 7.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 7.4 5.6% 4 +0.0 pp -0.1 pp -0.0 pp +5.6 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 7.4 2.9% 4 +0.2 pp +0.2 pp +0.2 pp +2.9 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 7.4 4.0% 4 -0.3 pp -0.4 pp -0.6 pp +4.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 7.3 1.6% 4 +0.1 pp +0.1 pp +0.5 pp +1.6 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 7.3 0.8% 4 -0.3 pp -0.8 pp -0.8 pp +0.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 7.1 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 7.1 1.6% 4 -0.3 pp -0.4 pp -0.4 pp +1.6 pp
☆CLG LLC CIK 0002059872 0.428 156 7.1 1.8% 5 +0.2 pp +0.4 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 7.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 6.9 3.0% 4 -0.1 pp +0.2 pp -0.1 pp +3.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 6.5 3.8% 4 +0.6 pp +1.0 pp +0.8 pp +3.8 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 6.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 6.3 4.1% 4 -0.3 pp -0.6 pp -0.6 pp +4.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 6.1 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 6.1 1.8% 4 -0.0 pp -0.3 pp -0.7 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 6.0 3.7% 4 +0.0 pp -0.1 pp -0.1 pp +3.7 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 5.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 5.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.6 2.3% 6 -0.3 pp -0.1 pp +0.1 pp +0.2 pp
☆DiPaolo Financial Group, Inc. CIK 0002111462 0.736 47 5.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 5.5 3.0% 5 +0.2 pp +0.4 pp +0.3 pp +0.1 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 5.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 5.5 2.1% 4 +0.1 pp +0.2 pp +0.2 pp +2.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 5.5 1.3% 4 -0.0 pp -0.2 pp -0.5 pp +1.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 5.4 1.9% 4 +0.1 pp -0.1 pp -0.2 pp +1.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 5.3 1.1% 4 +0.1 pp +0.0 pp +0.2 pp +1.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 5.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 5.1 1.2% 4 +0.3 pp +0.8 pp +1.0 pp +1.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 5.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 4.8 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 4.8 2.6% 4 +0.1 pp +0.0 pp -0.3 pp +2.6 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 4.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 4.7 2.1% 4 +0.3 pp -0.2 pp -0.1 pp +2.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.7 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 4.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 4.5 5.6% 4 -0.1 pp +0.1 pp +0.3 pp +5.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 4.4 2.5% 4 +0.4 pp +0.7 pp +0.4 pp +2.5 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 4.4 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 4.3 0.6% 4 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.3 1.1% 4 -0.1 pp -0.2 pp -0.4 pp +1.1 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 4.2 1.8% 4 +0.1 pp -0.0 pp +0.2 pp +1.8 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 4.0 2.6% 4 +0.4 pp +0.3 pp +0.1 pp +2.6 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 4.0 2.5% 3 +0.5 pp +0.9 pp +2.5 pp +2.5 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 4.0 0.6% 4 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 4.0 1.8% 4 +0.7 pp +1.0 pp +0.9 pp +1.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 3.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 3.6 0.8% 4 +0.2 pp +0.6 pp +0.5 pp +0.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.5 0.2% 4 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 3.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 3.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 3.4 1.2% 4 -0.1 pp -0.2 pp -0.4 pp +1.2 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 3.3 1.1% 4 +0.2 pp +0.2 pp +0.1 pp +1.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.3 1.1% 4 +0.2 pp +0.3 pp +0.4 pp +1.1 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 3.2 1.3% 4 +0.5 pp +0.7 pp +0.6 pp +1.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.1 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 3.1 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 3.1 2.5% 3 +1.8 pp +1.8 pp +2.5 pp +2.5 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 2.9 0.9% 4 -0.2 pp -0.6 pp -1.0 pp +0.9 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 2.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.9 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 2.9 1.6% 3 +0.3 pp +1.2 pp +1.6 pp +1.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 2.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 2.6 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.5 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 2.4 1.6% 4 +0.1 pp +0.3 pp +0.4 pp +1.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.4 1.3% 5 +0.1 pp +0.1 pp -0.2 pp -0.1 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.3 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 2.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 2.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 2.2 1.5% 4 +0.2 pp +0.3 pp +0.1 pp +1.5 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 2.2 1.7% 3 +0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 2.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.1 0.4% 4 -0.1 pp -0.4 pp -0.6 pp +0.4 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.9 0.7% 4 -0.1 pp -0.2 pp -0.3 pp +0.7 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.9 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Invst, LLC CIK 0001867587 0.314 343 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 1.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 1.7 0.4% 4 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.7 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 1.6 0.7% 4 -0.0 pp +0.3 pp +0.2 pp +0.7 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 1.6 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.5 0.7% 4 -1.5 pp -1.2 pp -0.8 pp +0.7 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 1.5 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.5 0.2% 4 -0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 1.5 1.1% 4 -0.3 pp -0.7 pp -0.7 pp +1.1 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 1.5 0.5% 4 -0.1 pp -5.9 pp -5.9 pp +0.5 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 1.4 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 1.4 0.7% 4 +0.2 pp +0.4 pp +0.4 pp +0.7 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.4 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.3 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 1.2 0.1% 4 -0.3 pp -0.4 pp -0.4 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.1 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 1.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 1.1 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 1.1 0.3% 4 -0.2 pp -0.5 pp -1.1 pp +0.3 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 1.0 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.0 0.6% 4 -0.0 pp -0.3 pp -0.2 pp +0.6 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.9 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.9 0.5% 4 -0.0 pp -0.0 pp -0.3 pp +0.5 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.9 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.8 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 0.8 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆25 LLC CIK 0001968777 0.795 80 0.8 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.8 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 0.8 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.6 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 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 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆POTENTIA WEALTH CIK 0002052308 0.453 60 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.3 0.2% 4 -0.0 pp -0.2 pp -0.0 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp -0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PETTYJOHN, WOOD & WHITE, INC CIK 0001128213 0.438 222 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.3 0.1% 4 -0.0 pp -0.0 pp -10.6 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 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
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.2 0.1% 4 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 2 +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% 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
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.1 0.1% 4 -3.8 pp -3.8 pp -4.4 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 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% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 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 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BankChampaign, National Association CIK 0002135773 0.039 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 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
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -13.9 pp -14.2 pp -14.7 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -14.8 pp -15.0 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
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -3.4 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.0 0.0% 0 -0.8 pp -0.6 pp -1.5 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -11.0 pp -11.1 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -5.1 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
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 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
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 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 -13.7 pp -14.6 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 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
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -2.2 pp -2.0 pp -1.2 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆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
☆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
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.0 0.0% 0 -8.7 pp -9.0 pp -7.3 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -7.8 pp -7.1 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -5.2 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
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -5.1 pp -5.1 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 DFCF). Qtrs Held counts distinct quarters this fund has actually held DFCF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFCF position size. Δ columns are the percentage-point change in DFCF'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