Signals

← Signals

☆DFEM

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

Flow ranking

Rank#23179
Score / z-1.283 / -1.19
Consensus243.01 over 396 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Forum Financial Management, LP CIK 0001911832 0.978 352 566.8 8.0% 4 +0.5 pp +0.5 pp +0.4 pp +8.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 311.8 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 266.0 2.7% 4 -0.2 pp +0.5 pp +0.3 pp +2.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 243.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 184.7 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 182.6 4.1% 4 +0.4 pp +0.8 pp +0.8 pp +4.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 146.0 0.7% 4 +0.2 pp +0.3 pp +0.4 pp +0.7 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 132.7 2.7% 4 +0.1 pp +2.6 pp +2.7 pp +2.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 111.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 106.8 2.0% 4 +0.3 pp +0.8 pp +1.3 pp +2.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 92.5 5.7% 4 +0.2 pp +0.2 pp -0.2 pp +5.7 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 85.8 6.0% 4 +0.3 pp +0.5 pp +0.6 pp +6.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 81.6 4.6% 4 +0.1 pp +0.1 pp +0.3 pp +4.6 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 80.0 4.9% 3 +0.2 pp +2.5 pp +4.9 pp +4.9 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 79.9 2.2% 4 +0.2 pp +0.3 pp +0.4 pp +2.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 77.9 5.6% 4 +0.4 pp +0.8 pp +1.4 pp +5.6 pp
☆MASECO LLP CIK 0002074052 0.917 291 77.5 2.4% 3 -0.6 pp -0.7 pp +2.4 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 71.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 64.0 0.9% 4 +0.1 pp -0.0 pp -0.1 pp +0.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 63.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 62.4 5.7% 4 +0.2 pp +0.5 pp +0.3 pp +5.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 60.3 0.3% 4 -0.1 pp +0.1 pp +0.3 pp +0.3 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 60.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 57.0 2.4% 4 +0.3 pp +1.6 pp +1.6 pp +2.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 51.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 50.9 2.9% 4 +0.1 pp +1.3 pp +1.3 pp +2.9 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 49.7 5.5% 4 -0.2 pp -0.2 pp -0.1 pp +5.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 44.0 11.7% 4 +0.1 pp +0.0 pp +0.2 pp +11.7 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 40.5 1.2% 4 +0.2 pp +0.4 pp +0.6 pp +1.2 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 40.4 9.4% 4 +0.1 pp -0.1 pp +0.0 pp +9.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 38.9 1.6% 6 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 38.7 6.9% 4 +0.3 pp +0.3 pp +0.0 pp +6.9 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 38.3 2.8% 4 +0.2 pp +0.3 pp +0.4 pp +2.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 38.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 37.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 36.7 3.8% 4 -0.1 pp -0.2 pp -0.3 pp +3.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 36.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 35.6 4.8% 6 +0.0 pp +0.0 pp -0.0 pp -0.9 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 35.6 5.5% 4 +0.0 pp -0.1 pp +0.1 pp +5.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 34.5 0.4% 4 +0.2 pp +0.1 pp -0.0 pp +0.4 pp
☆Kooman & Associates CIK 0001961850 0.724 56 34.5 10.3% 4 +0.4 pp +0.4 pp +0.5 pp +10.3 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 33.3 9.4% 4 +0.3 pp +0.4 pp +0.6 pp +9.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 32.5 2.9% 4 -0.1 pp -0.0 pp +0.0 pp +2.9 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 31.3 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 31.2 25.6% 6 +0.4 pp +0.0 pp +0.3 pp +0.6 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 31.2 3.0% 4 +0.1 pp +0.1 pp +0.2 pp +3.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 30.3 9.2% 4 -0.1 pp -0.2 pp -0.2 pp +9.2 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 30.0 6.3% 4 +0.1 pp +0.0 pp +0.1 pp +6.3 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 27.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 26.0 7.9% 4 +0.3 pp +0.2 pp +0.4 pp +7.9 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 25.8 6.2% 4 +0.3 pp +0.3 pp +0.5 pp +6.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 25.6 2.8% 4 +0.1 pp +0.1 pp +0.0 pp +2.8 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 25.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 24.8 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 24.2 3.2% 4 +0.1 pp +2.2 pp +2.4 pp +3.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 23.8 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 23.4 4.5% 4 -0.0 pp -0.3 pp -0.3 pp +4.5 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 23.4 5.4% 4 +0.3 pp +0.3 pp +0.3 pp +5.4 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 22.7 7.1% 4 +0.0 pp +0.0 pp +0.1 pp +7.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 22.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 22.0 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Premier Financial Group CIK 0001989061 0.565 44 21.4 3.6% 3 -1.6 pp -1.8 pp +3.6 pp +3.6 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 21.2 4.4% 4 -0.0 pp -0.1 pp -0.1 pp +4.4 pp
☆Tencap Wealth Coaching, LLC CIK 0002107751 0.895 20 20.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 20.4 3.9% 4 +0.1 pp +0.3 pp +0.4 pp +3.9 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 20.3 6.4% 4 +0.1 pp +0.0 pp -0.1 pp +6.4 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 20.3 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 20.1 5.5% 4 -1.0 pp -1.1 pp -1.5 pp +5.5 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 19.7 3.0% 4 +0.2 pp +0.3 pp +0.4 pp +3.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 19.4 5.1% 4 +0.1 pp +0.3 pp +0.0 pp +5.1 pp
☆Emprise Bank CIK 0002018815 0.570 109 18.8 7.6% 4 +0.8 pp +0.9 pp +1.0 pp +7.6 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 18.8 7.8% 4 +0.2 pp +0.2 pp +0.4 pp +7.8 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 18.7 6.3% 6 +1.1 pp +0.9 pp +0.6 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 18.5 0.5% 1 +0.5 pp +0.5 pp -0.3 pp +0.5 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 18.5 4.6% 4 +0.3 pp +0.4 pp +0.7 pp +4.6 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 18.1 11.7% 4 +0.3 pp +0.0 pp +0.4 pp +11.7 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 17.8 3.4% 4 +0.1 pp +0.1 pp +0.2 pp +3.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 17.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 17.5 3.0% 4 +0.0 pp +0.0 pp +0.1 pp +3.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 17.1 4.8% 4 +0.2 pp +0.9 pp +1.0 pp +4.8 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 16.9 4.2% 4 +0.0 pp -0.1 pp -0.1 pp +4.2 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 16.7 3.8% 4 -0.2 pp +1.2 pp -0.2 pp +3.8 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 16.6 1.7% 4 +0.0 pp -0.1 pp -0.1 pp +1.7 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 16.6 4.6% 4 +0.2 pp +0.0 pp +0.0 pp +4.6 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 16.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 16.5 6.4% 4 -0.0 pp -0.1 pp +0.1 pp +6.4 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 16.3 1.7% 4 -0.9 pp -1.4 pp -1.8 pp +1.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 16.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 16.0 5.0% 4 +0.0 pp -0.0 pp -0.4 pp +5.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 15.9 5.7% 4 +0.5 pp +0.3 pp +0.1 pp +5.7 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 15.9 6.5% 4 +0.1 pp +0.1 pp +0.6 pp +6.5 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 15.9 4.2% 4 +0.3 pp +0.5 pp +0.3 pp +4.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 15.9 6.0% 5 +0.2 pp +0.3 pp +0.5 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 15.1 3.3% 4 +0.1 pp +0.3 pp +0.6 pp +3.3 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 14.6 1.2% 4 +0.0 pp +0.2 pp +0.1 pp +1.2 pp
☆BFSG, LLC CIK 0001706836 0.376 765 14.1 1.3% 4 +0.0 pp +0.0 pp -0.1 pp +1.3 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 13.9 4.7% 4 +0.0 pp +0.1 pp +0.1 pp +4.7 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 13.7 5.2% 4 +0.7 pp +0.2 pp +0.2 pp +5.2 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 13.4 8.7% 4 +0.0 pp +0.5 pp +0.5 pp +8.7 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 13.4 3.4% 4 +0.3 pp +0.6 pp +0.9 pp +3.4 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 13.0 2.2% 4 +0.2 pp +0.3 pp +0.4 pp +2.2 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 12.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 12.4 1.1% 4 -1.4 pp -1.3 pp -1.4 pp +1.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 12.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 12.3 4.3% 4 +0.4 pp +0.6 pp +1.0 pp +4.3 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 12.1 10.3% 4 -0.0 pp -0.1 pp -0.3 pp +10.3 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 12.0 5.0% 4 -0.0 pp -0.1 pp -0.1 pp +5.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 12.0 4.5% 4 -0.1 pp +0.1 pp +0.1 pp +4.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 11.9 1.8% 4 +0.2 pp +0.3 pp +0.3 pp +1.8 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 11.9 1.2% 4 +0.1 pp +0.0 pp +0.0 pp +1.2 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 11.9 5.6% 4 +0.3 pp +0.7 pp +1.3 pp +5.6 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 11.9 2.0% 4 -0.0 pp -0.0 pp +0.0 pp +2.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 11.8 6.8% 4 +1.0 pp +0.9 pp +0.7 pp +6.8 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 11.7 4.0% 4 +0.4 pp +0.3 pp +0.3 pp +4.0 pp
☆Trust Co of the South CIK 0002008165 0.815 146 11.7 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 11.4 2.8% 4 +0.1 pp +0.1 pp +0.1 pp +2.8 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 11.3 4.8% 5 -0.5 pp -0.5 pp -0.5 pp -0.6 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 11.2 2.7% 4 +0.3 pp +0.6 pp +1.4 pp +2.7 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 11.0 7.0% 4 +0.2 pp +0.1 pp +0.1 pp +7.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 11.0 4.7% 5 -0.2 pp -0.4 pp -0.6 pp -0.6 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 11.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.9 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 10.9 10.1% 4 +0.2 pp +2.3 pp +2.4 pp +10.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 10.9 2.0% 4 +0.5 pp +0.7 pp +0.7 pp +2.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 10.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 10.6 2.1% 4 +0.2 pp +0.3 pp +0.3 pp +2.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 10.6 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 10.5 3.7% 4 -0.4 pp -0.5 pp -0.6 pp +3.7 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 10.5 2.4% 4 +0.3 pp +0.3 pp +0.5 pp +2.4 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 10.5 2.7% 4 +0.0 pp +0.2 pp +0.3 pp +2.7 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 10.4 3.0% 4 -0.0 pp -0.1 pp -0.1 pp +3.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 10.2 1.8% 4 +1.0 pp +1.7 pp +1.7 pp +1.8 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 10.1 2.6% 4 +0.2 pp +0.3 pp +0.5 pp +2.6 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 9.6 2.9% 4 +0.2 pp +0.2 pp +0.3 pp +2.9 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 9.6 3.9% 4 +0.2 pp +0.2 pp +0.2 pp +3.9 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 9.4 2.3% 4 +0.0 pp +0.0 pp +0.1 pp +2.3 pp
☆Friday Financial CIK 0002048792 0.653 108 9.3 3.2% 4 -0.0 pp +0.1 pp +0.0 pp +3.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 9.3 2.1% 5 +0.0 pp +0.1 pp +0.2 pp +1.0 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 9.3 4.1% 4 +0.0 pp +0.1 pp +0.0 pp +4.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 9.1 5.2% 4 +0.6 pp +0.9 pp +0.6 pp +5.2 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 9.0 5.4% 4 +0.2 pp +0.2 pp +0.4 pp +5.4 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 8.9 6.0% 4 +0.2 pp +0.3 pp +0.4 pp +6.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 8.8 1.4% 4 +0.0 pp +0.3 pp +0.3 pp +1.4 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 8.7 3.7% 4 +0.1 pp +0.3 pp +0.4 pp +3.7 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 8.6 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.6 4.9% 4 -0.2 pp -0.6 pp -1.1 pp +4.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 8.5 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 8.4 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 8.4 1.0% 4 +0.2 pp +0.5 pp +0.4 pp +1.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 8.2 6.7% 4 +0.4 pp +0.7 pp +1.1 pp +6.7 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 8.2 2.1% 4 -0.1 pp -0.1 pp -0.1 pp +2.1 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 8.2 3.6% 4 +0.2 pp +0.0 pp +0.1 pp +3.6 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 8.0 2.4% 4 +0.3 pp +0.2 pp +0.1 pp +2.4 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 7.9 2.1% 4 +0.1 pp +0.1 pp +0.0 pp +2.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 7.9 2.4% 4 +0.1 pp +0.1 pp +0.5 pp +2.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 7.7 0.4% 3 -0.0 pp -0.5 pp +0.4 pp +0.4 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 7.6 4.3% 4 +0.0 pp -0.4 pp -0.6 pp +4.3 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 7.6 4.5% 3 +0.2 pp +0.2 pp +4.5 pp +4.5 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 7.6 3.1% 4 -0.0 pp +0.1 pp +0.1 pp +3.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.6 0.1% 6 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 7.5 3.3% 4 +0.2 pp -0.2 pp -0.1 pp +3.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.4 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 7.2 1.3% 4 +0.0 pp -0.0 pp -0.0 pp +1.3 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 6.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 6.6 1.8% 4 -0.1 pp -0.4 pp -0.4 pp +1.8 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 6.6 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 6.3 3.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.3 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 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 6.2 4.4% 4 +0.0 pp -0.0 pp +0.0 pp +4.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 6.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 6.0 2.8% 4 -0.2 pp -0.1 pp -0.0 pp +2.8 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 6.0 0.8% 3 +0.4 pp +0.7 pp +0.8 pp +0.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 5.8 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 5.8 3.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 5.7 2.0% 4 -0.1 pp -0.2 pp -0.2 pp +2.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 5.7 3.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 5.6 2.9% 4 +0.6 pp +0.5 pp +0.5 pp +2.9 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 5.6 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 5.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 5.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 5.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 5.4 1.3% 4 +0.5 pp +0.8 pp +1.0 pp +1.3 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 5.2 2.3% 4 +0.6 pp +0.7 pp +0.8 pp +2.3 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 5.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 5.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 5.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.7 3.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 4.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.6 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 4.6 1.4% 4 -0.1 pp -0.3 pp -0.5 pp +1.4 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 4.6 2.7% 4 -0.1 pp -0.2 pp -0.0 pp +2.7 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 4.5 3.0% 4 +0.1 pp +0.6 pp +0.8 pp +3.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 4.4 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 4.4 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 4.4 2.3% 4 -0.0 pp -0.1 pp -0.1 pp +2.3 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 4.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 4.3 1.7% 4 +0.2 pp +0.5 pp +0.6 pp +1.7 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 4.2 3.3% 4 +0.1 pp +0.8 pp +0.8 pp +3.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 4.1 3.1% 3 +0.2 pp +0.4 pp +3.1 pp +3.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.1 1.7% 6 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 4.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 4.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 4.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 4.0 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 3.8 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 3.8 0.3% 2 +0.0 pp +0.3 pp +0.1 pp +0.3 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 3.8 1.8% 4 -0.0 pp -0.1 pp -0.1 pp +1.8 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.8 1.0% 4 +0.1 pp +0.0 pp +0.1 pp +1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 3.7 1.6% 4 +0.2 pp +0.1 pp +0.1 pp +1.6 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 3.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 3.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 3.5 1.3% 4 +0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 3.4 1.6% 4 -0.0 pp -0.0 pp -0.0 pp +1.6 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 3.3 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 3.3 0.8% 4 -0.2 pp +0.3 pp -0.4 pp +0.8 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 3.3 2.3% 4 +0.1 pp +0.1 pp +0.4 pp +2.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 3.3 2.2% 4 -0.0 pp -0.1 pp +0.2 pp +2.2 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 3.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.3 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 3.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 3.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 3.0 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 2.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 2.9 1.5% 4 +0.1 pp +0.0 pp +0.1 pp +1.5 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 2.8 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 2.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 2.8 1.7% 4 -0.3 pp -0.2 pp -0.1 pp +1.7 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 2.7 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.7 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.7 0.6% 4 -0.0 pp -0.5 pp -0.5 pp +0.6 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 2.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 2.5 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.3 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 2.3 1.6% 4 +0.3 pp +0.5 pp +0.6 pp +1.6 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.3 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.3 0.6% 4 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.1 1.6% 4 +0.1 pp +0.1 pp +0.2 pp +1.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 2.1 0.4% 4 +0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 2.1 1.0% 4 -0.0 pp -0.1 pp +0.0 pp +1.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 2.0 0.6% 4 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 1.9 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.9 0.9% 4 -0.1 pp -0.2 pp -0.1 pp +0.9 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 1.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 1.8 0.8% 4 -0.0 pp -0.2 pp -2.7 pp +0.8 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 1.8 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 1.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.8 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.8 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.7 0.8% 4 -0.0 pp -0.1 pp -0.3 pp +0.8 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 1.7 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 1.7 0.6% 4 -0.1 pp -1.7 pp -1.6 pp +0.6 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 1.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.6 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.6 0.7% 4 +0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.5 0.6% 4 +0.0 pp +0.0 pp +0.2 pp +0.6 pp
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☆Integras Partners LLC CIK 0002055384 0.140 100 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.2 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
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☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.9 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
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☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.6 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
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☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.2 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 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TD Capital Management LLC CIK 0001483824 0.737 797 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 1 +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
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +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
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☆Key Capital Management, INC CIK 0002107249 0.369 726 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
☆Hurley Capital, LLC CIK 0001632844 0.288 641 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
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -6.8 pp -6.8 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 -0.9 pp -0.7 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -7.2 pp -7.3 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -5.2 pp -5.2 pp -5.1 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -1.2 pp -1.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 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
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp -0.3 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 +0.0 pp -0.8 pp -1.1 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -4.8 pp -5.2 pp -5.2 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
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.1 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 -2.6 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
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -2.5 pp -2.4 pp -2.2 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 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 -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -6.5 pp -6.1 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
☆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
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -3.2 pp -3.1 pp -2.9 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
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 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
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -3.4 pp -3.3 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -4.7 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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 DFEM). Qtrs Held counts distinct quarters this fund has actually held DFEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFEM position size. Δ columns are the percentage-point change in DFEM'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