Signals

← Signals

☆DFEM

434 in-universe funds with a nonzero position in DFEM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#355
Score / z0.580 / 0.73
Consensus171.27 over 296 funds
Momentumno 12m return

Price & positioning

226 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 0.978 352 498.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 195.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 191.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 178.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 137.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 133.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 109.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 82.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 74.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 71.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 58.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 54.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 54.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 54.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 53.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 51.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 47.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 46.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 43.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 43.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 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 41.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 40.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 37.5 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 33.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 33.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 32.7 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 32.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 32.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 31.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 31.1 25.3% 3 +0.3 pp -0.7 pp +25.3 pp +25.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 29.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 29.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Kooman & Associates CIK 0001961850 0.724 56 28.9 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 28.7 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 28.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 28.0 4.8% 3 -0.9 pp -1.0 pp +4.8 pp +4.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 27.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 27.7 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 27.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 27.0 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 27.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 26.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 24.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 23.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 22.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 22.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 22.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 22.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 20.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 20.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 20.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 20.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 19.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 19.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 18.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 18.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 18.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 17.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Jentner Corp CIK 0001695908 0.884 54 17.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 16.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 16.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 16.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 15.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 15.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 15.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 15.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 15.5 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 15.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 15.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 15.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 15.2 5.7% 3 +0.0 pp +0.2 pp +5.7 pp +5.7 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 15.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 14.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 14.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 14.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 14.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 13.9 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 13.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 13.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Emprise Bank CIK 0002018815 0.570 109 13.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆BFSG, LLC CIK 0001706836 0.376 765 12.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 12.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Guardian Partners Inc. CIK 0001884799 0.412 391 12.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 12.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 12.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 12.4 5.5% 2 +0.3 pp +5.5 pp +5.5 pp +5.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 11.6 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 11.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 11.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 11.0 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 10.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 10.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 10.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 10.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 10.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 10.3 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 10.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 10.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 10.0 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 9.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 9.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 9.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 9.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Trust Co of the South CIK 0002008165 0.815 146 9.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 9.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 9.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 9.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 8.5 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 8.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 8.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 8.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 8.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 8.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 7.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 7.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 7.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 7.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 7.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 7.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 7.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 7.3 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 7.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 7.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 6.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 6.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 6.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 6.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 6.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 6.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 6.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 6.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 6.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 6.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 6.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 6.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 6.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 6.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 5.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 5.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 5.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 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 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 5.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 5.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.756 44 5.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 5.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 5.6 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 5.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 5.3 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 5.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 5.2 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 5.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 5.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 5.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 4.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 4.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 4.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 4.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 4.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 4.2 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 4.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 4.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 4.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.0 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 3.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 3.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 3.7 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 3.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 3.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 2.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 2.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 2.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 2.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.416 82 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blossom Wealth Management CIK 0001839735 0.252 72 0.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.4 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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 1 +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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.056 250 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 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% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 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
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 1 +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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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