Signals

← Signals

☆DFEM

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

Flow ranking

Rank#22826
Score / z-0.818 / -1.18
Consensus210.84 over 353 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Forum Financial Management, LP CIK 0001911832 0.978 352 581.7 7.6% 3 +0.0 pp -0.0 pp +7.6 pp +7.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 276.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 232.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 232.1 2.8% 3 +0.6 pp +0.5 pp +2.8 pp +2.8 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 165.3 3.7% 3 +0.4 pp +0.4 pp +3.7 pp +3.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 164.3 0.9% 4 -0.0 pp -0.0 pp +0.1 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 124.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 112.9 2.6% 3 +2.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 93.3 1.8% 3 +0.5 pp +1.0 pp +1.8 pp +1.8 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 90.9 5.5% 3 +0.0 pp -0.4 pp +5.5 pp +5.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 87.6 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 86.5 5.7% 3 +0.1 pp +0.3 pp +5.7 pp +5.7 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 79.9 4.5% 3 -0.0 pp +0.1 pp +4.5 pp +4.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 76.1 4.7% 2 +2.3 pp +4.7 pp +4.7 pp +4.7 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 70.4 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 69.2 5.2% 3 +0.4 pp +1.0 pp +5.2 pp +5.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 69.0 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 66.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 59.7 5.4% 3 +0.2 pp +0.0 pp +5.4 pp +5.4 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 57.6 4.8% 3 -0.4 pp -0.4 pp +4.8 pp +4.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 56.4 0.4% 3 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 55.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 50.9 2.2% 3 +1.4 pp +1.3 pp +2.2 pp +2.2 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 48.0 5.7% 3 +0.1 pp +0.1 pp +5.7 pp +5.7 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 47.3 2.8% 3 +1.2 pp +1.2 pp +2.8 pp +2.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 45.4 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 42.4 11.6% 3 -0.1 pp +0.1 pp +11.6 pp +11.6 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 40.1 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 36.9 9.2% 3 -0.3 pp -0.1 pp +9.2 pp +9.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 36.2 5.2% 3 +0.0 pp +0.2 pp +5.2 pp +5.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 35.5 1.3% 5 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 35.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 35.1 6.6% 3 -0.1 pp -0.3 pp +6.6 pp +6.6 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 34.8 3.8% 3 -0.2 pp -0.2 pp +3.8 pp +3.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 34.2 4.8% 5 -0.0 pp -0.0 pp -0.9 pp -1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 34.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 33.9 5.5% 3 -0.1 pp +0.0 pp +5.5 pp +5.5 pp
☆Kooman & Associates CIK 0001961850 0.724 56 33.4 9.9% 3 +0.0 pp +0.1 pp +9.9 pp +9.9 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 32.5 25.2% 5 -0.4 pp -0.1 pp +0.2 pp -0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 32.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 32.1 3.0% 3 +0.0 pp +0.1 pp +3.0 pp +3.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 31.9 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 31.7 9.0% 3 +0.1 pp +0.2 pp +9.0 pp +9.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 31.3 4.6% 3 +0.7 pp +0.8 pp +4.6 pp +4.6 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 29.0 2.8% 3 -0.0 pp +0.1 pp +2.8 pp +2.8 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 28.7 9.4% 3 -0.0 pp -0.0 pp +9.4 pp +9.4 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 27.5 6.3% 3 -0.0 pp +0.1 pp +6.3 pp +6.3 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 27.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 26.5 2.5% 3 +0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 25.0 5.9% 3 +0.1 pp +0.2 pp +5.9 pp +5.9 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 24.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 24.3 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 24.0 7.6% 3 -0.1 pp +0.2 pp +7.6 pp +7.6 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 23.9 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 23.5 3.1% 3 +2.1 pp +2.3 pp +3.1 pp +3.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 22.8 4.5% 3 -0.3 pp -0.3 pp +4.5 pp +4.5 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 22.4 5.1% 3 -0.0 pp +0.1 pp +5.1 pp +5.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 22.4 6.5% 3 -0.1 pp -0.5 pp +6.5 pp +6.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 22.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 21.5 7.1% 3 +0.0 pp +0.1 pp +7.1 pp +7.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 21.5 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 21.5 4.4% 3 -0.1 pp -0.0 pp +4.4 pp +4.4 pp
☆Premier Financial Group CIK 0001989061 0.565 44 20.1 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 19.2 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 18.9 6.3% 3 -0.1 pp -0.2 pp +6.3 pp +6.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 18.7 3.8% 3 +0.2 pp +0.3 pp +3.8 pp +3.8 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 18.5 5.0% 3 +0.2 pp -0.1 pp +5.0 pp +5.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 18.5 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 18.0 7.6% 3 +0.0 pp +0.1 pp +7.6 pp +7.6 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 17.5 11.4% 3 -0.3 pp +0.2 pp +11.4 pp +11.4 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 17.4 4.3% 3 +0.2 pp +0.4 pp +4.3 pp +4.3 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 17.2 3.3% 3 +0.0 pp +0.1 pp +3.3 pp +3.3 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 17.0 4.0% 3 +1.4 pp -0.1 pp +4.0 pp +4.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 16.8 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 16.7 3.0% 3 +0.0 pp +0.1 pp +3.0 pp +3.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 16.6 5.0% 3 -0.0 pp -0.4 pp +5.0 pp +5.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 16.3 4.2% 3 -0.1 pp -0.1 pp +4.2 pp +4.2 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 16.3 6.5% 3 -0.1 pp +0.2 pp +6.5 pp +6.5 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 16.3 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Emprise Bank CIK 0002018815 0.570 109 16.2 6.7% 3 +0.1 pp +0.2 pp +6.7 pp +6.7 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 15.5 6.4% 3 +0.0 pp +0.5 pp +6.4 pp +6.4 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 15.0 5.7% 4 +0.1 pp +0.3 pp +0.6 pp +5.7 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 14.9 5.2% 5 -0.2 pp -0.5 pp -0.5 pp -0.3 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 14.7 4.5% 3 -0.2 pp -0.1 pp +4.5 pp +4.5 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 14.5 3.9% 3 +0.1 pp +0.0 pp +3.9 pp +3.9 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 14.2 3.1% 3 +0.2 pp +0.5 pp +3.1 pp +3.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 14.0 2.6% 3 -0.5 pp -0.9 pp +2.6 pp +2.6 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 14.0 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 13.9 4.7% 3 +0.1 pp +0.1 pp +4.7 pp +4.7 pp
☆BFSG, LLC CIK 0001706836 0.376 765 13.5 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 13.2 8.7% 3 +0.5 pp +0.4 pp +8.7 pp +8.7 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 12.7 5.2% 3 -0.1 pp -0.4 pp +5.2 pp +5.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 12.6 4.4% 3 -0.5 pp -0.6 pp +4.4 pp +4.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 12.2 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 12.0 10.3% 3 -0.0 pp -0.3 pp +10.3 pp +10.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 11.9 3.2% 3 +0.3 pp +0.6 pp +3.2 pp +3.2 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 11.9 4.5% 3 +0.1 pp +0.1 pp +4.5 pp +4.5 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 11.8 5.0% 3 -0.1 pp -0.0 pp +5.0 pp +5.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 11.5 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 11.2 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 11.2 2.7% 3 -0.0 pp -0.0 pp +2.7 pp +2.7 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 11.2 5.8% 3 -0.0 pp -0.2 pp +5.8 pp +5.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 11.1 2.0% 3 -0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 10.9 5.3% 4 +0.0 pp +0.0 pp -0.1 pp +5.3 pp
☆Trust Co of the South CIK 0002008165 0.815 146 10.9 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 10.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 10.8 3.9% 3 +0.2 pp +0.6 pp +3.9 pp +3.9 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 10.7 6.8% 3 -0.1 pp -0.1 pp +6.8 pp +6.8 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 10.6 9.9% 3 +2.2 pp +2.2 pp +9.9 pp +9.9 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 10.5 5.2% 3 +0.4 pp +0.9 pp +5.2 pp +5.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.5 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 10.4 4.1% 3 -0.0 pp -0.2 pp +4.1 pp +4.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 10.3 4.9% 4 -0.1 pp -0.4 pp -0.3 pp +4.9 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 10.2 1.6% 3 +0.2 pp +0.1 pp +1.6 pp +1.6 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 10.2 2.7% 3 +0.1 pp +0.3 pp +2.7 pp +2.7 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 10.1 3.2% 3 +0.1 pp +0.3 pp +3.2 pp +3.2 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 10.0 3.6% 3 -0.1 pp -0.1 pp +3.6 pp +3.6 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 9.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 9.7 3.0% 3 -0.1 pp -0.1 pp +3.0 pp +3.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 9.7 2.4% 3 +0.3 pp +1.1 pp +2.4 pp +2.4 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 9.7 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 9.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 9.2 3.2% 3 +0.1 pp +0.0 pp +3.2 pp +3.2 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 9.0 2.1% 3 +0.0 pp +0.2 pp +2.1 pp +2.1 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 8.9 2.5% 3 +0.1 pp +0.3 pp +2.5 pp +2.5 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 8.9 2.3% 3 -0.0 pp +0.0 pp +2.3 pp +2.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 8.9 2.7% 3 +0.1 pp +0.2 pp +2.7 pp +2.7 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 8.8 4.1% 3 +0.1 pp +0.0 pp +4.1 pp +4.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 8.8 2.0% 4 +0.1 pp +0.2 pp +0.9 pp +2.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 8.5 5.2% 3 +0.0 pp +0.2 pp +5.2 pp +5.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 8.4 2.1% 3 +0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 8.3 5.8% 3 +0.1 pp +0.1 pp +5.8 pp +5.8 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.2 5.1% 3 -0.4 pp -1.0 pp +5.1 pp +5.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 8.2 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 8.1 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 8.0 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 8.0 3.7% 3 -0.1 pp -0.1 pp +3.7 pp +3.7 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 8.0 3.5% 3 +0.2 pp +0.2 pp +3.5 pp +3.5 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 7.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 7.9 1.4% 3 +0.3 pp +0.3 pp +1.4 pp +1.4 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 7.8 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +3.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 7.6 3.4% 3 -0.2 pp -0.1 pp +3.4 pp +3.4 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 7.6 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 7.4 6.3% 3 +0.3 pp +0.7 pp +6.3 pp +6.3 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 7.2 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 7.2 3.1% 3 -0.4 pp -0.4 pp +3.1 pp +3.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 7.2 2.3% 3 +0.0 pp +0.4 pp +2.3 pp +2.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.2 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.2 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 7.1 4.6% 3 +0.3 pp +0.0 pp +4.6 pp +4.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.1 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 7.1 0.8% 3 +0.3 pp +0.2 pp +0.8 pp +0.8 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 7.0 4.2% 3 -0.4 pp -0.6 pp +4.2 pp +4.2 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 7.0 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 7.0 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 6.8 1.9% 3 -0.3 pp -0.3 pp +1.9 pp +1.9 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 6.7 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 6.2 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 6.0 4.4% 3 -0.0 pp +0.0 pp +4.4 pp +4.4 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 6.0 3.3% 4 +0.0 pp -0.0 pp +0.1 pp +3.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 5.9 3.0% 3 +0.0 pp +0.2 pp +3.0 pp +3.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 5.9 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 5.9 3.3% 4 +0.0 pp +0.1 pp +0.1 pp +3.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 5.4 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 5.3 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 5.3 3.0% 4 +0.1 pp +0.2 pp +0.3 pp +3.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 5.1 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 4.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 4.7 2.8% 3 -0.0 pp +0.1 pp +2.8 pp +2.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 4.6 0.9% 3 +0.7 pp +0.8 pp +0.9 pp +0.9 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.5 3.3% 4 -0.0 pp -0.0 pp +0.1 pp +3.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 4.4 1.5% 3 -0.2 pp -0.4 pp +1.5 pp +1.5 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 4.3 2.9% 3 +0.5 pp +0.7 pp +2.9 pp +2.9 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 4.3 2.3% 3 -0.0 pp -0.0 pp +2.3 pp +2.3 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 4.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 4.0 3.2% 3 +0.7 pp +0.7 pp +3.2 pp +3.2 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 3.9 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 3.9 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 3.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 3.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 3.7 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.6 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.6 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 3.6 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 3.6 1.7% 3 +0.2 pp +0.3 pp +1.7 pp +1.7 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 3.6 1.5% 3 +0.4 pp +0.4 pp +1.5 pp +1.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.6 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 3.4 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 3.4 2.1% 3 +0.1 pp +0.3 pp +2.1 pp +2.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 3.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 3.3 2.2% 3 -0.0 pp +0.2 pp +2.2 pp +2.2 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 3.2 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 3.2 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 3.2 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 3.0 2.2% 3 +0.0 pp +0.3 pp +2.2 pp +2.2 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 3.0 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 3.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 2.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.9 0.0% 3 -0.0 pp -0.1 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 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 2.8 1.0% 3 +0.4 pp -0.3 pp +1.0 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 2.8 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 2.7 0.8% 3 +0.2 pp +0.5 pp +0.8 pp +0.8 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 2.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.6 0.6% 3 -0.4 pp -0.5 pp +0.6 pp +0.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 2.5 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 2.5 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.2 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.1 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 2.0 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.0 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 2.0 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 1.9 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 1.9 0.7% 3 -1.6 pp -1.5 pp +0.7 pp +0.7 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 1.9 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.9 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 1.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.8 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 1.7 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 1.7 0.9% 3 -0.2 pp -2.7 pp +0.9 pp +0.9 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 1.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.6 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.6 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 1.6 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.5 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.4 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.4 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 1.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.3 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.3 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.2 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 1.1 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆25 LLC CIK 0001968777 0.795 80 1.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Elite Life Management LLC CIK 0002010262 0.574 61 1.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 1.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 0.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 0.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blossom Wealth Management CIK 0001839735 0.251 72 0.7 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.5 0.1% 1 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.5 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 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 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.4 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 0.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.4 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.3 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.3 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 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 3 -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 0.2 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 2 +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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.0% 3 -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% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 3 -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% 4 -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% 1 +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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 3 -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% 3 -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% 2 -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% 2 -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% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -4.7 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -3.4 pp -3.3 pp +0.0 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
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 -0.8 pp -1.1 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
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -1.2 pp -1.2 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 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
☆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
☆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
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆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
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -7.2 pp -7.3 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -2.5 pp -2.4 pp -2.2 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
☆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
☆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
☆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
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -6.8 pp -6.8 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -6.5 pp -6.1 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 -1.2 pp -1.0 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status