Signals

← Signals

★DFIC

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

Flow ranking

Rank#23268
Score / z-3.555 / -3.25
Consensus256.14 over 432 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-8% / 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,366.5 2.0% 4 +0.1 pp +0.1 pp -0.2 pp +2.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 576.4 8.2% 4 +0.7 pp +0.7 pp +0.6 pp +8.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 215.2 12.2% 4 +0.2 pp +0.5 pp +0.6 pp +12.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 193.1 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 172.9 2.6% 4 -0.4 pp -0.3 pp -0.5 pp +2.6 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 170.1 4.7% 4 +0.4 pp +0.7 pp +0.8 pp +4.7 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 158.7 9.7% 3 +0.2 pp +5.2 pp +9.7 pp +9.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 153.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 138.1 10.9% 4 -0.1 pp +0.1 pp -0.2 pp +10.9 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 130.7 3.7% 4 +0.5 pp +1.5 pp +2.0 pp +3.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 124.9 11.3% 4 +0.3 pp +0.7 pp -0.5 pp +11.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 124.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 122.8 16.1% 4 -0.4 pp +0.1 pp -0.5 pp +16.1 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 114.7 4.9% 4 +0.2 pp +3.7 pp +3.5 pp +4.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 113.4 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 112.6 3.5% 3 -0.8 pp -0.7 pp +3.5 pp +3.5 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 100.5 5.7% 4 +0.2 pp +1.2 pp +1.1 pp +5.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 96.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 92.8 6.7% 4 +0.4 pp +0.9 pp +1.0 pp +6.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 92.5 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 92.2 0.5% 4 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 90.9 1.6% 4 -0.5 pp -0.7 pp -2.5 pp +1.6 pp
☆WPWealth LLP CIK 0001950118 0.866 103 89.5 13.7% 4 +0.1 pp +0.1 pp -0.0 pp +13.7 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 87.5 1.6% 4 -0.0 pp -0.1 pp -0.1 pp +1.6 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 85.6 6.0% 4 +0.3 pp +0.8 pp +0.9 pp +6.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 80.9 20.0% 4 +0.7 pp +1.6 pp +1.6 pp +20.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 80.3 12.4% 4 +0.0 pp +0.1 pp +0.1 pp +12.4 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 78.2 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 77.7 7.0% 4 -0.0 pp +0.1 pp +0.0 pp +7.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 73.9 3.1% 6 +0.5 pp +1.6 pp +1.5 pp +1.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 73.7 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 72.5 8.0% 4 -0.3 pp -0.1 pp -0.3 pp +8.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 72.1 17.4% 4 +0.5 pp +1.0 pp +1.0 pp +17.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 69.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 69.6 1.6% 4 -0.0 pp -0.1 pp -0.1 pp +1.6 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 69.5 14.6% 4 +0.1 pp +0.4 pp +0.2 pp +14.6 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 69.5 8.5% 4 +0.2 pp +0.3 pp -0.2 pp +8.5 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 68.1 55.8% 6 +0.2 pp -0.8 pp -0.7 pp -0.9 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 66.2 4.8% 4 +0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 63.0 4.5% 4 +0.0 pp -0.3 pp -0.7 pp +4.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 61.7 0.7% 4 +0.1 pp -0.1 pp -0.4 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 56.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kooman & Associates CIK 0001961850 0.724 56 55.8 16.6% 4 +0.4 pp +0.7 pp +0.5 pp +16.6 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 55.0 1.2% 4 -0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 55.0 1.0% 4 -0.0 pp +0.0 pp -0.0 pp +1.0 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 53.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 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 52.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tencap Wealth Coaching, LLC CIK 0002107751 0.895 20 52.0 19.6% 1 +19.6 pp +19.6 pp +19.6 pp +19.6 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 50.4 10.9% 4 +0.3 pp +1.3 pp +2.0 pp +10.9 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 49.6 9.9% 4 -0.1 pp +0.2 pp -0.2 pp +9.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 49.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 49.2 5.3% 4 +0.1 pp -0.1 pp -0.3 pp +5.3 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 48.4 10.0% 4 +0.0 pp +0.3 pp +0.3 pp +10.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 47.6 13.4% 4 +0.4 pp +2.5 pp +2.9 pp +13.4 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 46.8 10.7% 4 -0.5 pp +3.7 pp -0.2 pp +10.7 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 45.2 14.2% 4 -0.1 pp +0.2 pp -0.1 pp +14.2 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 44.8 18.2% 4 -0.0 pp -0.1 pp +0.8 pp +18.2 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 44.4 13.6% 4 -0.1 pp +0.2 pp -0.3 pp +13.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 44.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 41.3 8.0% 4 -0.1 pp -0.5 pp -0.6 pp +8.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 41.2 12.6% 4 +0.2 pp +0.3 pp +0.5 pp +12.6 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 40.9 2.1% 4 +0.1 pp +0.1 pp +0.0 pp +2.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 40.6 5.5% 6 +0.1 pp +0.3 pp +0.2 pp -0.2 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 39.9 10.5% 4 +0.6 pp +3.2 pp +2.6 pp +10.5 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 39.8 10.6% 4 +0.2 pp +0.6 pp +1.0 pp +10.6 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 39.0 9.5% 4 +0.6 pp +1.2 pp +2.0 pp +9.5 pp
☆American Trust CIK 0001905128 0.729 334 38.7 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 38.4 4.0% 4 +0.0 pp -0.6 pp -0.6 pp +4.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 38.1 14.2% 4 -0.1 pp +0.4 pp +0.5 pp +14.2 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 37.8 10.3% 4 +0.7 pp +1.1 pp +1.1 pp +10.3 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 37.7 10.5% 4 -0.1 pp -0.3 pp -1.3 pp +10.5 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 37.4 24.1% 4 +0.3 pp -0.1 pp +0.3 pp +24.1 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 37.1 9.9% 4 +0.7 pp +1.2 pp +0.6 pp +9.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 36.9 0.4% 4 -0.0 pp +0.1 pp -0.0 pp +0.4 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 36.2 10.8% 4 +1.5 pp +2.4 pp +3.0 pp +10.8 pp
☆Trust Co of the South CIK 0002008165 0.815 146 36.0 5.8% 4 +0.2 pp +0.3 pp +0.3 pp +5.8 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 34.9 6.8% 4 +0.4 pp +0.6 pp +1.0 pp +6.8 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 34.8 8.7% 4 +0.1 pp +0.1 pp +0.1 pp +8.7 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 34.5 18.7% 4 -1.1 pp -0.1 pp -2.2 pp +18.7 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 34.4 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 34.2 5.2% 4 +0.1 pp +0.3 pp +0.5 pp +5.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 33.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 33.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 33.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 32.6 8.9% 4 +0.3 pp +0.4 pp -0.5 pp +8.9 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 32.4 1.0% 4 -0.0 pp +0.0 pp -0.4 pp +1.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 32.0 11.4% 4 -0.1 pp +0.8 pp +1.1 pp +11.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 31.0 9.2% 2 -0.2 pp +9.2 pp +6.7 pp +9.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 29.7 1.8% 4 -0.3 pp -0.4 pp -0.9 pp +1.8 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 29.2 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 28.6 4.5% 4 +0.0 pp +0.2 pp +0.2 pp +4.5 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 28.4 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 28.4 1.5% 4 +0.0 pp +0.1 pp +0.1 pp +1.5 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 28.3 10.2% 3 +0.5 pp +2.8 pp +10.2 pp +10.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 28.1 1.9% 4 +0.0 pp +0.1 pp +0.1 pp +1.9 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 27.6 6.6% 4 +0.6 pp +1.5 pp +3.4 pp +6.6 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 26.9 2.8% 4 +0.9 pp +2.6 pp +2.7 pp +2.8 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 26.4 7.5% 4 -0.2 pp -0.2 pp -0.4 pp +7.5 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 25.7 7.8% 4 +0.7 pp +1.6 pp +2.0 pp +7.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 25.3 0.7% 1 +0.7 pp +0.7 pp -0.4 pp +0.7 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 25.2 4.6% 4 +0.4 pp +0.6 pp +0.8 pp +4.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 25.0 16.9% 4 +0.6 pp +0.8 pp +0.6 pp +16.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 24.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.8 0.2% 4 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 24.4 0.3% 4 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 24.3 8.2% 6 +1.9 pp +1.3 pp +0.5 pp +1.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 23.8 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 23.5 0.9% 5 +0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 23.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 23.0 1.6% 4 -0.7 pp -1.0 pp -0.9 pp +1.6 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 22.6 2.3% 4 -0.0 pp -0.0 pp -0.1 pp +2.3 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 22.6 3.8% 4 -0.3 pp -0.3 pp -0.3 pp +3.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 22.5 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 22.2 9.5% 5 -0.5 pp -0.8 pp -1.4 pp -1.4 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 22.1 2.3% 4 -0.3 pp -1.0 pp -1.4 pp +2.3 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 22.0 13.9% 4 +0.3 pp +0.5 pp +0.1 pp +13.9 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 21.6 6.4% 4 +0.4 pp +0.6 pp +1.5 pp +6.4 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 21.2 18.0% 4 -0.3 pp -0.3 pp -0.9 pp +18.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 21.1 3.9% 4 +0.2 pp +0.4 pp +0.5 pp +3.9 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 20.6 5.4% 4 -0.1 pp +0.0 pp -0.8 pp +5.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 20.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 20.4 8.9% 4 -0.0 pp +0.4 pp +0.3 pp +8.9 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 20.1 3.7% 4 +0.0 pp +0.1 pp +0.1 pp +3.7 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 20.1 2.0% 4 -0.3 pp -0.1 pp -0.3 pp +2.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 19.7 9.3% 4 -0.1 pp -0.2 pp -0.4 pp +9.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 19.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 19.5 4.2% 4 +0.4 pp +1.0 pp +0.7 pp +4.2 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 19.3 11.3% 4 +0.2 pp +0.6 pp +0.5 pp +11.3 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 19.2 8.1% 4 +0.1 pp +0.4 pp +0.6 pp +8.1 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.756 44 18.7 10.7% 4 +0.7 pp +1.5 pp +0.6 pp +10.7 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 18.5 7.6% 4 -0.0 pp +0.5 pp +0.6 pp +7.6 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 18.4 2.8% 4 +0.1 pp +0.3 pp +0.4 pp +2.8 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 18.4 11.1% 4 +0.1 pp +0.4 pp +0.5 pp +11.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 18.2 8.6% 4 -0.3 pp +0.2 pp +0.2 pp +8.6 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 18.1 2.9% 4 +0.0 pp +1.0 pp +1.0 pp +2.9 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 18.1 2.6% 2 +2.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 18.1 6.3% 4 -0.5 pp +0.1 pp -0.0 pp +6.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 17.9 1.0% 4 +0.1 pp +0.6 pp +0.6 pp +1.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 17.7 7.6% 3 +1.6 pp +4.2 pp +7.6 pp +7.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 17.7 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 17.6 1.0% 3 -0.2 pp -1.2 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.3 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 16.9 5.4% 4 +0.3 pp +0.6 pp +0.6 pp +5.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 16.9 2.3% 3 +1.1 pp +1.9 pp +2.3 pp +2.3 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 16.3 0.8% 4 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 16.3 4.2% 4 -0.2 pp +0.4 pp +0.7 pp +4.2 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 16.3 6.1% 4 -0.1 pp +0.0 pp -0.0 pp +6.1 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 16.2 7.1% 4 +0.2 pp +0.3 pp +0.5 pp +7.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 16.0 8.4% 4 -0.1 pp -0.0 pp -0.4 pp +8.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.6 1.9% 4 -0.0 pp -0.2 pp -0.4 pp +1.9 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 15.6 5.5% 4 +0.5 pp +1.0 pp +1.4 pp +5.5 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 15.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 15.5 8.7% 4 -0.3 pp -0.6 pp -1.6 pp +8.7 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 15.4 2.5% 4 +0.1 pp -0.1 pp -0.1 pp +2.5 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 15.4 3.7% 4 +0.2 pp +0.4 pp +0.2 pp +3.7 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 14.8 7.5% 4 +0.0 pp +0.2 pp +1.2 pp +7.5 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.7 4.5% 4 -0.1 pp -0.3 pp -0.7 pp +4.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 14.1 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 14.1 3.2% 5 +0.1 pp +0.4 pp +0.4 pp +1.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 13.7 9.6% 4 -0.2 pp -0.2 pp -0.2 pp +9.6 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 13.6 3.4% 4 +0.2 pp +0.1 pp -0.0 pp +3.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 13.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 13.5 1.7% 4 +0.3 pp +0.3 pp +0.2 pp +1.7 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 13.1 6.2% 4 +0.1 pp +0.2 pp -0.0 pp +6.2 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 13.0 4.6% 4 -0.5 pp -0.6 pp -0.7 pp +4.6 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 12.8 7.5% 3 +0.2 pp +0.2 pp +7.5 pp +7.5 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 12.6 9.0% 4 +0.7 pp +0.9 pp +0.9 pp +9.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 12.5 5.1% 4 +0.4 pp +0.3 pp +0.3 pp +5.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.4 0.5% 4 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 12.4 4.3% 6 +0.7 pp +1.1 pp +1.4 pp +3.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 12.3 2.6% 4 -0.2 pp -2.0 pp -2.1 pp +2.6 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 12.2 5.1% 4 +0.0 pp +0.2 pp +0.3 pp +5.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 12.2 3.8% 4 -0.2 pp -0.7 pp -1.3 pp +3.8 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 11.9 1.5% 4 +0.1 pp +0.2 pp +0.2 pp +1.5 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 11.7 7.6% 4 +0.0 pp +0.5 pp +0.4 pp +7.6 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 11.4 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 11.4 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 11.2 4.9% 4 +1.2 pp +1.7 pp +1.7 pp +4.9 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 11.2 6.4% 4 +0.2 pp -0.4 pp -0.8 pp +6.4 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 10.9 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 10.8 5.6% 4 +1.0 pp +0.8 pp +0.3 pp +5.6 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 10.7 1.0% 4 +0.0 pp +0.0 pp -0.1 pp +1.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 10.4 0.3% 4 -0.1 pp -0.2 pp +0.2 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 10.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 9.9 4.1% 4 +0.6 pp +0.7 pp +1.1 pp +4.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 9.5 5.4% 5 -0.1 pp +0.1 pp -0.0 pp -0.2 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 9.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 9.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 9.0 6.7% 3 +0.3 pp +0.7 pp +6.7 pp +6.7 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 8.7 2.6% 4 +0.1 pp +0.1 pp +0.1 pp +2.6 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.7 5.0% 4 -0.2 pp -0.3 pp -0.0 pp +5.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 8.1 2.9% 4 +0.1 pp +0.2 pp +0.0 pp +2.9 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 8.0 5.4% 3 +3.2 pp +4.9 pp +5.4 pp +5.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 7.9 1.5% 4 +0.1 pp +0.2 pp +0.1 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 7.7 3.6% 4 -0.0 pp -0.1 pp -0.3 pp +3.6 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 7.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 7.3 6.7% 4 -0.0 pp -0.1 pp -0.3 pp +6.7 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 7.3 5.8% 4 -0.1 pp +1.7 pp +1.7 pp +5.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 7.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 7.0 1.9% 4 +0.2 pp +0.7 pp +1.0 pp +1.9 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 6.6 4.5% 4 -0.1 pp -0.1 pp -0.0 pp +4.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 6.5 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 6.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 6.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 6.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 6.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 6.1 1.4% 4 -0.1 pp -0.0 pp -0.1 pp +1.4 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 6.0 1.8% 4 -0.1 pp -0.2 pp -0.6 pp +1.8 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 5.9 1.3% 4 -0.0 pp -0.1 pp -0.2 pp +1.3 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 5.9 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.8 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 5.8 0.4% 4 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 5.8 0.5% 4 +0.0 pp +0.0 pp +0.3 pp +0.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.7 2.3% 6 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 5.6 3.8% 4 +0.7 pp +1.0 pp +1.5 pp +3.8 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 5.6 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 5.5 1.2% 4 +0.0 pp -0.0 pp -0.3 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 5.4 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 5.3 2.9% 5 +0.1 pp +0.2 pp -0.0 pp -0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.3 2.4% 4 +0.1 pp +0.1 pp -0.2 pp +2.4 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 5.3 2.3% 4 +0.2 pp +0.1 pp +0.0 pp +2.3 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 5.2 1.7% 2 +1.6 pp +1.7 pp +1.7 pp +1.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.1 2.3% 4 +0.8 pp +1.1 pp +1.1 pp +2.3 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 5.1 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 4.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.9 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.416 82 4.9 4.0% 4 +0.8 pp +1.5 pp +2.1 pp +4.0 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.9 2.2% 4 -0.1 pp -0.1 pp -0.1 pp +2.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 4.8 1.2% 4 -0.0 pp -0.1 pp +0.1 pp +1.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 4.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 4.6 1.5% 4 +0.3 pp +0.6 pp +0.9 pp +1.5 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 4.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.5 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.4 0.5% 4 -0.1 pp -0.4 pp -0.3 pp +0.5 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 4.4 2.1% 4 -0.2 pp -0.2 pp -0.0 pp +2.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.3 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 4.2 2.6% 4 +0.1 pp +0.3 pp +0.5 pp +2.6 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.0 0.7% 4 -0.2 pp -0.1 pp -0.1 pp +0.7 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 3.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 3.9 1.4% 4 -0.1 pp -0.2 pp -0.6 pp +1.4 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.8 2.7% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 3.6 1.9% 4 -0.1 pp -0.1 pp -0.1 pp +1.9 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 3.6 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.4 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 3.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 3.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 3.1 1.4% 4 -0.1 pp -0.1 pp -0.5 pp +1.4 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.0 1.7% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 2.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 2.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.9 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 2.8 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.7 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 2.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 2.5 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 2.5 1.6% 4 +0.0 pp +0.1 pp +0.0 pp +1.6 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 2.4 1.6% 2 +1.4 pp +1.6 pp +1.6 pp +1.6 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 2.3 1.2% 4 -0.1 pp -0.0 pp -0.1 pp +1.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.3 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 2.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 2.1 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 2.1 0.8% 4 +0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.732 29 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 2.0 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 2.0 1.5% 3 +1.3 pp +1.3 pp +1.5 pp +1.5 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.9 1.2% 4 +0.0 pp -0.3 pp -0.2 pp +1.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 1.8 1.0% 3 +0.1 pp +0.5 pp +1.0 pp +1.0 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.7 0.6% 4 -0.1 pp -0.0 pp -0.0 pp +0.6 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 1.7 2.6% 4 +0.5 pp +0.6 pp +0.4 pp +2.6 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 1.7 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.6 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.6 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.6 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.5 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆25 LLC CIK 0001968777 0.795 80 1.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.4 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.4 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.4 0.2% 4 -0.2 pp -0.0 pp -0.1 pp +0.2 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.3 0.9% 4 +0.0 pp -0.0 pp -0.2 pp +0.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Advisory Group, Inc. CIK 0002110402 0.397 125 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.2 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 1.1 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.1 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.0 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.0 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.0 0.4% 4 -0.0 pp -0.0 pp -0.1 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 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Envision Financial LLC CIK 0002051355 0.578 48 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆IF Advisors, LLC CIK 0002109472 0.403 60 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆CHOREO, LLC CIK 0001679031 0.797 1690 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Thompson David Blair CIK 2150492 0.059 212 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.6 0.2% 4 +0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆First Financial Group Corp CIK 0002054920 0.407 81 0.6 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
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☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.6 0.2% 4 -0.0 pp +0.1 pp -0.0 pp +0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.056 250 0.6 0.4% 4 -0.3 pp -0.4 pp -0.5 pp +0.4 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.6 0.4% 4 +0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.6 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.3 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Haven Private, LLC CIK 0002053665 0.243 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 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
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☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Cove Private Wealth, LLC CIK 0002015131 0.365 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Orcam Financial Group CIK 0001905367 0.304 105 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CX Institutional CIK 0001737089 0.437 1568 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -14.7 pp -16.3 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 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
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☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -11.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -5.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 0.0 0.0% 0 -1.9 pp -1.8 pp -1.8 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 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
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.0 0.0% 0 -0.3 pp -0.2 pp -0.5 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 -0.4 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -4.5 pp -4.3 pp -4.2 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 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
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 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
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -1.6 pp -1.5 pp -1.3 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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 -0.1 pp -0.1 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
☆Avondale Wealth Management CIK 0001738720 0.648 66 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 -0.1 pp -0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 DFIC). Qtrs Held counts distinct quarters this fund has actually held DFIC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFIC position size. Δ columns are the percentage-point change in DFIC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status