Signals

← Signals

☆DFEM

662 in-universe funds with a nonzero position in DFEM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25072
Score / z-1.812 / -2.20
Consensus224.03 over 367 funds
Momentum-0.01 =

Price & positioning

226 cached closes, trailing year
Drawdown-3%
Short interest-65% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 0.978 352 640.8 8.2% 5 +0.2 pp +0.7 pp +0.7 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 402.3 0.4% 6 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 358.6 3.0% 5 +0.4 pp +0.2 pp +0.8 pp +0.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 215.4 1.1% 6 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 201.7 4.2% 5 +0.1 pp +0.5 pp +0.9 pp +0.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 177.8 0.5% 5 -0.2 pp +0.0 pp +0.1 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 131.2 2.6% 5 -0.1 pp -0.0 pp +2.5 pp +2.5 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 130.5 2.2% 5 +0.2 pp +0.4 pp +1.0 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 129.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 105.8 5.9% 5 +0.1 pp +0.3 pp +0.4 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 100.1 6.3% 5 +0.3 pp +0.6 pp +0.7 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 95.2 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 94.8 2.3% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆MASECO LLP CIK 0002074052 0.917 291 93.8 2.6% 4 +0.2 pp -0.4 pp -0.5 pp +2.6 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 92.9 4.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 92.5 5.1% 4 +0.2 pp +0.5 pp +2.7 pp +5.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 92.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 87.7 5.5% 5 -0.0 pp +0.4 pp +0.8 pp +1.3 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 79.4 7.0% 1 +7.0 pp +7.0 pp +0.5 pp +0.9 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 77.5 6.2% 5 +0.6 pp +0.8 pp +1.0 pp +0.8 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 72.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 72.2 0.3% 5 +0.0 pp -0.1 pp +0.1 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 65.3 0.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 64.0 2.5% 5 +0.1 pp +0.3 pp +1.7 pp +1.6 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 60.5 3.1% 5 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 60.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 59.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 56.5 5.8% 5 +0.3 pp +0.0 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 48.8 11.6% 5 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 47.1 0.9% 7 -0.8 pp -0.4 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 46.0 1.1% 5 -0.0 pp +0.2 pp +0.4 pp +0.6 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 45.4 3.1% 5 -0.7 pp -0.7 pp -0.9 pp -0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 45.3 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 43.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 43.6 5.1% 7 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 42.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 42.1 7.0% 5 +0.1 pp +0.4 pp +0.4 pp +0.1 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 42.0 9.1% 5 -0.3 pp -0.2 pp -0.4 pp -0.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 41.9 3.1% 5 +0.3 pp +0.5 pp +0.6 pp +0.7 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 41.5 5.8% 5 +0.3 pp +0.3 pp +0.2 pp +0.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 40.0 3.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 38.9 9.6% 5 +0.2 pp +0.6 pp +0.7 pp +0.8 pp
☆Kooman & Associates CIK 0001961850 0.724 56 38.8 10.4% 5 +0.1 pp +0.5 pp +0.5 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 38.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 37.1 3.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 36.9 6.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 34.0 9.7% 5 +0.5 pp +0.4 pp +0.3 pp +0.3 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 33.2 2.4% 3 -0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 32.0 0.3% 5 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 31.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 31.0 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 30.5 8.1% 5 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 29.3 3.5% 5 +0.2 pp +0.3 pp +2.4 pp +2.6 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 29.1 2.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 28.9 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 28.8 6.3% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 28.5 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 27.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 27.2 5.1% 5 +0.6 pp +0.6 pp +0.2 pp +0.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 26.4 4.3% 5 +0.4 pp +0.5 pp +0.6 pp +0.7 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 26.2 5.3% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Tencap Wealth Coaching, LLC CIK 0002107751 0.895 20 26.1 8.3% 2 +0.4 pp +8.3 pp +8.3 pp +8.3 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 26.0 7.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 25.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 24.8 7.0% 5 +0.6 pp +0.7 pp +0.6 pp +0.5 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 24.8 24.5% 7 -1.0 pp -0.6 pp -1.0 pp -0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 24.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 24.5 0.4% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Premier Financial Group CIK 0001989061 0.418 234 24.4 4.9% 4 +1.3 pp -0.3 pp -0.5 pp +4.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 24.0 5.9% 5 +0.4 pp -0.6 pp -0.8 pp -1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 23.6 4.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 23.2 3.1% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 22.8 8.4% 5 +0.9 pp +1.7 pp +1.8 pp +1.9 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 22.7 5.0% 5 +0.4 pp +0.7 pp +0.9 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 22.5 2.0% 5 +0.2 pp -0.6 pp -1.2 pp -1.5 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 22.4 5.2% 5 +0.1 pp +0.2 pp +0.4 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 22.1 7.0% 7 +0.6 pp +1.8 pp +1.6 pp +1.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 21.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 21.2 12.1% 5 +0.5 pp +0.8 pp +0.5 pp +0.9 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 20.9 5.1% 5 +0.3 pp +0.5 pp +1.1 pp +1.3 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 20.9 7.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 20.5 3.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 20.4 1.8% 5 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 20.1 3.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 19.9 4.8% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 19.5 0.1% 2 -0.4 pp +0.1 pp +0.1 pp -0.7 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 19.4 4.3% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 19.2 3.9% 5 +0.1 pp -0.0 pp +1.3 pp -0.1 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 18.9 6.3% 6 +0.3 pp +0.6 pp +0.7 pp +0.8 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 18.9 3.5% 5 +0.2 pp +0.4 pp +0.6 pp +0.8 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 18.9 5.2% 5 +0.2 pp +0.2 pp +0.2 pp -0.2 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 18.7 6.8% 5 +0.4 pp +0.4 pp +0.3 pp +0.5 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 18.3 4.3% 5 +0.0 pp +0.4 pp +0.5 pp +0.4 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 18.3 6.9% 2 -0.4 pp +6.9 pp +6.9 pp +6.9 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 18.3 1.7% 5 +0.0 pp +0.1 pp -0.1 pp -0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 18.2 1.4% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 18.2 6.7% 5 +0.3 pp +0.4 pp +0.4 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 18.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 17.7 2.7% 5 +0.6 pp +1.2 pp +1.3 pp +1.3 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 17.2 5.7% 5 +0.1 pp +0.5 pp +0.4 pp +0.2 pp
☆Trust Co of the South CIK 0002008165 0.815 146 17.0 2.4% 5 +0.5 pp +0.6 pp +0.7 pp +0.7 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 16.7 2.7% 5 +0.9 pp +1.8 pp +2.5 pp +2.6 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 16.4 2.7% 5 +0.6 pp +0.8 pp +0.9 pp +0.9 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 16.4 3.7% 5 +0.3 pp +0.5 pp +0.8 pp +1.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 16.3 5.5% 5 +0.4 pp +1.1 pp +0.5 pp +0.5 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 15.9 4.9% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆BFSG, LLC CIK 0001706836 0.376 765 15.5 1.4% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 15.4 4.6% 5 +0.3 pp +0.7 pp +0.9 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 15.3 2.0% 5 +0.2 pp +0.4 pp +0.6 pp +0.5 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 15.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 15.2 2.3% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 14.9 5.8% 5 +0.2 pp +0.6 pp +0.9 pp +1.5 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 14.6 3.0% 5 +0.4 pp +0.7 pp +1.0 pp +1.8 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 14.5 4.4% 5 +0.4 pp +0.8 pp +0.7 pp +0.7 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 14.4 6.8% 5 +0.0 pp +1.0 pp +1.0 pp +0.8 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 14.3 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.2 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 14.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 13.9 2.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 13.9 10.5% 5 +0.2 pp +0.2 pp +0.2 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 13.7 5.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 13.7 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 13.7 1.5% 4 +0.7 pp +1.1 pp +1.3 pp +1.5 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 13.6 1.1% 5 -0.0 pp -1.4 pp -1.4 pp -1.5 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 13.5 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 13.2 5.2% 6 +0.4 pp -0.2 pp -0.1 pp -0.1 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 13.2 4.4% 5 -0.1 pp -0.2 pp -0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 13.1 4.8% 6 +0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 13.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 12.9 8.6% 5 -0.1 pp -0.0 pp +0.5 pp +0.4 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 12.6 7.1% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 12.5 0.6% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 12.4 3.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 12.3 3.5% 1 +3.5 pp +0.3 pp +0.4 pp +0.6 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 12.3 3.9% 5 +0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 12.3 2.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.5 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 12.3 2.9% 5 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 12.1 9.8% 5 -0.3 pp -0.1 pp +2.0 pp +2.0 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 12.0 2.7% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 11.8 2.6% 5 -0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆Friday Financial CIK 0002048792 0.653 108 11.6 3.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 11.6 5.8% 5 +0.5 pp +1.1 pp +1.4 pp +1.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 11.6 3.2% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 11.2 4.2% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 11.0 6.3% 5 +0.3 pp +0.6 pp +0.6 pp +0.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 11.0 1.4% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 11.0 2.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 11.0 2.3% 6 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 10.7 5.9% 5 -0.8 pp -0.3 pp -0.1 pp +0.4 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 10.7 5.8% 5 +0.4 pp +0.6 pp +0.6 pp +0.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.6 0.3% 6 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 10.4 3.6% 5 -0.1 pp +0.0 pp +0.2 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 10.4 1.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 10.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 10.2 5.2% 5 +0.3 pp +0.1 pp -0.3 pp -0.9 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 9.9 3.8% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 9.8 1.0% 5 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 9.6 0.5% 4 +0.0 pp -0.0 pp -0.4 pp +0.5 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 9.5 3.9% 4 -0.5 pp -0.4 pp -0.4 pp +3.9 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 9.4 3.7% 5 +0.1 pp +0.3 pp +0.1 pp +0.2 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 9.4 2.5% 5 +0.1 pp +0.4 pp +0.3 pp +0.2 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 9.1 1.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 9.0 3.4% 5 +0.1 pp +0.3 pp -0.1 pp -0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 9.0 2.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 9.0 4.4% 5 +0.1 pp +0.2 pp -0.2 pp -0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.9 0.1% 7 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 8.5 1.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 8.3 5.9% 2 +1.2 pp +5.9 pp +5.9 pp +5.9 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 8.1 2.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 8.1 1.3% 5 -0.0 pp +0.5 pp +0.7 pp +1.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 8.0 1.0% 1 +1.0 pp -4.3 pp -4.2 pp -4.1 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 8.0 5.8% 2 +0.3 pp +5.8 pp +5.8 pp +5.8 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 7.6 0.9% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.4 0.9% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 7.4 2.9% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 7.3 1.8% 5 +0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 7.2 2.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 7.2 3.5% 6 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 7.1 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 7.1 2.2% 5 +0.2 pp +0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 7.0 1.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 6.8 3.2% 6 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 6.7 5.8% 2 +0.5 pp +5.8 pp +5.8 pp +5.8 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 6.7 1.9% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 6.7 2.4% 5 +0.2 pp +0.7 pp +0.9 pp +1.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 6.6 4.3% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 6.3 3.0% 5 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 6.3 3.9% 5 +0.6 pp +0.6 pp +1.4 pp +1.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 6.0 6.4% 2 +0.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 6.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 5.8 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 5.7 1.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 5.7 4.4% 2 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 5.6 3.5% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 5.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 5.4 2.8% 5 +0.2 pp +0.0 pp -0.0 pp +0.1 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 5.3 3.1% 5 +0.0 pp +0.1 pp +0.7 pp +0.8 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 5.3 1.9% 5 +0.2 pp +0.4 pp +0.8 pp +0.8 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 5.2 1.4% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 5.2 2.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 5.2 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 5.0 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 4.9 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.9 1.9% 7 +0.2 pp +0.3 pp +0.2 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 4.9 3.1% 4 +0.0 pp +0.3 pp +0.4 pp +3.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 4.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 4.7 1.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 4.5 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 4.5 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 4.4 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 4.4 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 4.2 1.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 4.1 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 4.1 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆CSP Financial Group, LLC CIK 0002111080 0.771 24 4.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 4.0 1.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 4.0 0.9% 5 +0.1 pp -0.1 pp +0.3 pp -0.4 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 3.9 1.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 3.9 0.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 3.9 2.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 3.9 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 3.8 1.8% 5 +0.3 pp +0.4 pp +0.3 pp +0.4 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 3.8 1.8% 5 -0.5 pp -0.4 pp -0.4 pp -0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 3.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3.5 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.4 0.1% 1 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 3.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 3.3 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 3.3 0.6% 5 -0.0 pp -0.0 pp -0.5 pp -0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 3.3 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.3 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 3.2 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 3.1 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 3.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 3.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 3.0 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 3.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 3.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 2.8 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 2.8 1.6% 5 +0.1 pp +0.4 pp +0.6 pp +0.7 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 2.8 1.6% 5 -0.1 pp -0.5 pp -0.3 pp -0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 2.8 0.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.8 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.7 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 2.7 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 2.7 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 2.6 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 2.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.6 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.6 0.6% 5 +0.0 pp +0.1 pp +0.4 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.4 1.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 2.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 2.4 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 2.3 0.4% 1 +0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 2.2 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.2 0.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 2.2 1.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 2.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 2.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Veratis Advisors, Inc. CIK 0002111807 0.253 84 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 2.0 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.0 0.7% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.0 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.0 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 1.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 1.9 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Elite Life Management LLC CIK 0002010262 0.574 61 1.9 2.2% 3 +0.4 pp +0.6 pp +2.2 pp +2.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.9 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 1.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.9 0.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.8 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.8 0.7% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 1.8 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -2.8 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 1.8 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 1.8 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 1.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 1.7 0.5% 5 -0.0 pp -0.1 pp -1.7 pp -1.6 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.7 1.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.7 0.8% 6 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.7 0.5% 4 +0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 1.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 1.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.6 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 1.5 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 1.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.5 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.5 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 1.4 1.3% 2 -4.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 1.4 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆25 LLC CIK 0001968777 0.795 80 1.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.3 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 1.3 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Dala Group, LLC CIK 2129058 0.300 68 1.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.1 0.1% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 1.1 0.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 1.1 0.6% 4 +0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 1.1 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 1.1 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 1.0 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blossom Wealth Management CIK 0001839735 0.252 72 0.9 1.3% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.9 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.8 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 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.8 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 0.7 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.7 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 0.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.7 0.4% 1 +0.4 pp +0.3 pp +0.4 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.6 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.6 0.3% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆IF Advisors, LLC CIK 0002109472 0.403 60 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.5 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 0.4 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.3 0.0% 5 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -1.1 pp -1.0 pp -1.0 pp -1.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.7 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
☆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
☆Guardian Partners Inc. CIK 0001884799 0.412 391 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -1.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -6.8 pp -6.8 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Family Manage LLC CIK 0001539947 0.278 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp -3.3 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
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -2.4 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
☆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
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆BAYBAN CIK 0002110649 0.250 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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