Signals

← Signals

★DFIC

517 in-universe funds with a nonzero position in DFIC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#82
Score / z1.986 / 2.98
Consensus212.02 over 359 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,144.3 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 542.7 7.4% 2 -0.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 201.9 11.7% 2 +0.0 pp +11.7 pp +11.7 pp +11.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 167.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 157.1 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 142.5 14.7% 2 -1.6 pp +14.7 pp +14.7 pp +14.7 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 140.7 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 129.9 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 126.1 10.8% 2 -0.2 pp +10.8 pp +10.8 pp +10.8 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 116.2 10.6% 2 -1.2 pp +10.6 pp +10.6 pp +10.6 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 111.8 16.0% 2 -0.6 pp +16.0 pp +16.0 pp +16.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 106.2 16.1% 2 -0.5 pp +16.1 pp +16.1 pp +16.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 98.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 94.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 88.9 5.9% 2 +0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆MASECO LLP CIK 0002074052 0.917 291 87.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 83.7 2.2% 2 -1.9 pp +2.2 pp +2.2 pp +2.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 83.1 13.6% 2 -0.1 pp +13.6 pp +13.6 pp +13.6 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 81.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 78.2 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 77.9 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 72.4 18.5% 2 +0.1 pp +18.5 pp +18.5 pp +18.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 72.2 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 72.2 56.6% 4 +0.2 pp -0.1 pp -0.0 pp +56.6 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 70.0 12.3% 2 -0.0 pp +12.3 pp +12.3 pp +12.3 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 69.6 6.9% 2 -0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 69.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 68.2 16.3% 2 -0.0 pp +16.3 pp +16.3 pp +16.3 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 66.8 8.1% 2 -0.1 pp +8.1 pp +8.1 pp +8.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 64.4 1.5% 4 -0.0 pp -0.1 pp +0.3 pp +1.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 63.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 63.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 60.4 4.8% 2 -0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 59.6 8.1% 2 -0.6 pp +8.1 pp +8.1 pp +8.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 56.6 14.2% 2 -0.2 pp +14.2 pp +14.2 pp +14.2 pp
☆Kooman & Associates CIK 0001961850 0.724 56 51.8 16.0% 2 -0.2 pp +16.0 pp +16.0 pp +16.0 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 50.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 50.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 48.0 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 46.2 9.7% 2 +0.0 pp +9.7 pp +9.7 pp +9.7 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 45.9 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 45.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 45.5 7.0% 2 -3.9 pp +7.0 pp +7.0 pp +7.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 43.6 9.7% 2 -0.4 pp +9.7 pp +9.7 pp +9.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 43.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 43.0 18.2% 2 +0.8 pp +18.2 pp +18.2 pp +18.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 42.0 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 42.0 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 41.2 9.6% 2 +0.8 pp +9.6 pp +9.6 pp +9.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 40.3 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 40.0 13.9% 2 -0.4 pp +13.9 pp +13.9 pp +13.9 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 40.0 13.4% 2 -0.4 pp +13.4 pp +13.4 pp +13.4 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 39.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 39.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 38.1 8.5% 2 -0.1 pp +8.5 pp +8.5 pp +8.5 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 37.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 36.3 24.2% 2 +0.4 pp +24.2 pp +24.2 pp +24.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 35.5 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 35.2 10.8% 2 -1.0 pp +10.8 pp +10.8 pp +10.8 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 35.0 12.3% 2 +0.2 pp +12.3 pp +12.3 pp +12.3 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 34.9 9.9% 2 +0.3 pp +9.9 pp +9.9 pp +9.9 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 34.6 5.2% 4 -0.1 pp -0.5 pp +0.1 pp +5.2 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 34.2 13.8% 2 +0.2 pp +13.8 pp +13.8 pp +13.8 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 34.2 10.8% 2 +0.4 pp +10.8 pp +10.8 pp +10.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 34.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 33.2 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 33.1 8.3% 2 +0.8 pp +8.3 pp +8.3 pp +8.3 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 31.3 8.5% 2 -0.1 pp +8.5 pp +8.5 pp +8.5 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 31.1 8.7% 2 -0.6 pp +8.7 pp +8.7 pp +8.7 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 31.1 6.2% 2 +0.4 pp +6.2 pp +6.2 pp +6.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 30.6 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 29.9 4.9% 2 +0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 29.5 18.9% 2 -2.1 pp +18.9 pp +18.9 pp +18.9 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 29.0 9.2% 2 +0.1 pp +9.2 pp +9.2 pp +9.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 28.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 28.2 10.7% 2 +0.3 pp +10.7 pp +10.7 pp +10.7 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 28.2 8.5% 2 -0.9 pp +8.5 pp +8.5 pp +8.5 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 28.2 3.3% 2 -0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 27.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 27.6 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 27.2 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 27.1 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 26.3 8.4% 2 +0.6 pp +8.4 pp +8.4 pp +8.4 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 25.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 25.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 24.8 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 24.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 23.6 7.2% 2 -0.6 pp +7.2 pp +7.2 pp +7.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 23.0 7.7% 2 -0.2 pp +7.7 pp +7.7 pp +7.7 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 22.2 16.1% 2 -0.2 pp +16.1 pp +16.1 pp +16.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 22.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 22.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 21.6 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 21.5 6.9% 4 -0.8 pp -0.2 pp +0.2 pp +6.9 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 21.4 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 21.0 18.4% 2 -0.5 pp +18.4 pp +18.4 pp +18.4 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 20.6 13.4% 2 -0.3 pp +13.4 pp +13.4 pp +13.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 20.6 1.0% 3 -0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 19.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 19.7 5.1% 2 +2.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 19.6 5.4% 2 -0.8 pp +5.4 pp +5.4 pp +5.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 19.3 10.3% 3 -0.6 pp -0.6 pp +10.3 pp +10.3 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 19.2 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 18.9 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 18.4 6.3% 2 +0.5 pp +6.3 pp +6.3 pp +6.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 18.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 18.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 17.9 5.8% 2 +0.9 pp +5.8 pp +5.8 pp +5.8 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 17.7 8.5% 2 -0.2 pp +8.5 pp +8.5 pp +8.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 17.0 10.7% 2 -0.1 pp +10.7 pp +10.7 pp +10.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 16.6 9.5% 2 -0.2 pp +9.5 pp +9.5 pp +9.5 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 16.2 10.7% 2 +0.1 pp +10.7 pp +10.7 pp +10.7 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 16.1 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 15.8 7.6% 2 +0.2 pp +7.6 pp +7.6 pp +7.6 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 15.6 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 15.5 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 15.3 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 15.0 6.1% 2 -0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 14.8 8.4% 2 -0.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 14.5 6.8% 2 +0.2 pp +6.8 pp +6.8 pp +6.8 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.4 4.8% 2 -0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 14.4 8.3% 2 +0.0 pp +8.3 pp +8.3 pp +8.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 14.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 14.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 14.3 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 13.9 7.1% 2 +0.2 pp +7.1 pp +7.1 pp +7.1 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 13.9 9.2% 2 -1.0 pp +9.2 pp +9.2 pp +9.2 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 13.8 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 13.7 9.3% 2 -0.9 pp +9.3 pp +9.3 pp +9.3 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 13.4 9.9% 2 +0.1 pp +9.9 pp +9.9 pp +9.9 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 13.4 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 13.3 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 13.2 7.4% 2 +1.0 pp +7.4 pp +7.4 pp +7.4 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 13.2 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 13.0 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 12.7 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 11.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 11.6 2.8% 3 +0.0 pp +0.7 pp +2.8 pp +2.8 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 11.6 4.6% 2 -0.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 11.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 11.3 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 11.1 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 11.0 8.2% 2 +0.0 pp +8.2 pp +8.2 pp +8.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 11.0 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 11.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 10.8 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 10.7 4.8% 2 -0.6 pp +4.8 pp +4.8 pp +4.8 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 10.7 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 10.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 10.3 7.1% 2 -0.2 pp +7.1 pp +7.1 pp +7.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 10.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 10.3 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 10.2 4.6% 2 +0.4 pp +4.6 pp +4.6 pp +4.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.5 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 9.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 9.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 9.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 9.2 5.3% 3 -0.1 pp -0.3 pp +5.3 pp +5.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 9.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 9.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 8.2 3.2% 4 +0.3 pp +1.8 pp +2.7 pp +3.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 8.2 3.5% 2 +0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.0 5.3% 2 +0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 7.7 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 7.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 7.4 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 7.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 7.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 7.0 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 6.4 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 6.2 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 6.1 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 6.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 5.6 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.4 2.3% 4 -0.1 pp -0.2 pp +0.1 pp +2.3 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 5.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 5.2 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.2 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 5.1 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 5.0 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 4.7 2.7% 3 -0.2 pp -0.2 pp +2.7 pp +2.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 4.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 4.3 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 4.0 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 3.9 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 3.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 3.9 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 3.7 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 3.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.5 2.7% 3 -0.1 pp -0.1 pp +2.7 pp +2.7 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 3.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.4 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 3.4 2.5% 2 +0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 3.4 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 3.3 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 3.2 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.9 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 2.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 2.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 2.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.7 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 2.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 2.6 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 2.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 2.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 2.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 2.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 1.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.9 0.0% 2 +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 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 1.3 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆25 LLC CIK 0001968777 0.795 80 1.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.2 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 1.1 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.056 250 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.9 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.278 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 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 +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -11.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -5.0 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
☆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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.2 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
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.2 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
☆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
☆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
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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