Signals

← Signals

★DFIC

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

Flow ranking

Rank#22563
Score / z-0.229 / -0.34
Consensus221.80 over 383 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+120% / 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 1,275.0 1.9% 3 +0.0 pp -0.3 pp +1.9 pp +1.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 569.8 7.4% 3 -0.0 pp -0.1 pp +7.4 pp +7.4 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 213.8 12.1% 3 +0.4 pp +0.4 pp +12.1 pp +12.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 176.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 159.6 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 154.4 9.5% 2 +5.0 pp +9.5 pp +9.5 pp +9.5 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 152.7 4.3% 3 +0.3 pp +0.4 pp +4.3 pp +4.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 148.1 2.9% 3 +0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 133.5 11.0% 3 +0.2 pp -0.1 pp +11.0 pp +11.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 121.4 11.0% 3 +0.5 pp -0.7 pp +11.0 pp +11.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 119.0 16.5% 3 +0.5 pp -0.0 pp +16.5 pp +16.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 118.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 111.3 4.8% 3 +3.5 pp +3.4 pp +4.8 pp +4.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 109.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 106.6 3.2% 3 +1.0 pp +1.5 pp +3.2 pp +3.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 99.2 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 98.3 6.3% 3 +0.5 pp +0.6 pp +6.3 pp +6.3 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 93.8 5.6% 3 +1.0 pp +1.0 pp +5.6 pp +5.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 93.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 88.2 0.6% 3 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 87.9 13.0% 3 +2.1 pp +2.5 pp +13.0 pp +13.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 86.8 5.7% 3 +0.5 pp +0.6 pp +5.7 pp +5.7 pp
☆WPWealth LLP CIK 0001950118 0.866 103 86.8 13.6% 3 +0.0 pp -0.1 pp +13.6 pp +13.6 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 86.7 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 86.5 2.1% 3 -0.1 pp -2.0 pp +2.1 pp +2.1 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 78.2 19.4% 3 +0.9 pp +1.0 pp +19.4 pp +19.4 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 76.8 12.4% 3 +0.1 pp +0.1 pp +12.4 pp +12.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 75.4 7.0% 3 +0.1 pp +0.1 pp +7.0 pp +7.0 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 71.8 55.6% 5 -1.1 pp -0.9 pp -1.2 pp -1.1 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 71.2 16.9% 3 +0.5 pp +0.5 pp +16.9 pp +16.9 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 70.9 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 70.6 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 70.0 8.3% 3 +0.2 pp +0.0 pp +8.3 pp +8.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 69.6 2.6% 5 +1.0 pp +1.0 pp +0.9 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 67.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 65.2 8.2% 3 +0.1 pp -0.5 pp +8.2 pp +8.2 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 63.7 14.5% 3 +0.3 pp +0.1 pp +14.5 pp +14.5 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 61.7 4.5% 3 +4.4 pp +4.4 pp +4.5 pp +4.5 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 60.0 4.5% 3 -0.3 pp -0.7 pp +4.5 pp +4.5 pp
☆Kooman & Associates CIK 0001961850 0.724 56 55.0 16.3% 3 +0.3 pp +0.1 pp +16.3 pp +16.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 51.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 50.1 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 50.1 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 48.3 9.9% 3 +0.2 pp +0.3 pp +9.9 pp +9.9 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 47.9 5.2% 3 -0.2 pp -0.3 pp +5.2 pp +5.2 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 47.9 10.5% 3 +0.9 pp +1.7 pp +10.5 pp +10.5 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 47.8 11.2% 3 +4.2 pp +0.3 pp +11.2 pp +11.2 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 47.5 10.0% 3 +0.3 pp -0.1 pp +10.0 pp +10.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 45.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 44.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 44.3 18.2% 3 -0.0 pp +0.8 pp +18.2 pp +18.2 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 43.4 14.2% 3 +0.3 pp -0.1 pp +14.2 pp +14.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 42.8 0.6% 3 -0.2 pp -0.5 pp +0.6 pp +0.6 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 42.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 41.9 13.7% 3 +0.3 pp -0.1 pp +13.7 pp +13.7 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 40.7 12.4% 3 +0.1 pp +0.3 pp +12.4 pp +12.4 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 40.7 8.1% 3 -0.3 pp -0.4 pp +8.1 pp +8.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 40.3 2.4% 3 -0.2 pp -0.1 pp +2.4 pp +2.4 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 38.3 5.4% 5 +0.2 pp +0.1 pp -0.3 pp +0.3 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 38.1 10.4% 3 +0.5 pp +0.8 pp +10.4 pp +10.4 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 38.1 4.0% 3 -0.6 pp -0.6 pp +4.0 pp +4.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 37.9 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 37.3 14.3% 3 +0.4 pp +0.6 pp +14.3 pp +14.3 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 37.2 8.9% 3 +0.6 pp +1.4 pp +8.9 pp +8.9 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 36.7 23.8% 3 -0.4 pp -0.0 pp +23.8 pp +23.8 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 36.1 10.6% 3 -0.2 pp -1.1 pp +10.6 pp +10.6 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 35.8 9.8% 3 +2.6 pp +2.0 pp +9.8 pp +9.8 pp
☆Trust Co of the South CIK 0002008165 0.815 146 34.8 5.6% 3 +0.1 pp +0.1 pp +5.6 pp +5.6 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 34.7 9.6% 3 +0.3 pp +0.4 pp +9.6 pp +9.6 pp
☆American Trust CIK 0001905128 0.729 334 34.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 34.3 9.2% 3 +0.5 pp -0.0 pp +9.2 pp +9.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 33.8 0.4% 3 +0.2 pp +0.0 pp +0.4 pp +0.4 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 33.4 6.4% 3 +0.2 pp +0.6 pp +6.4 pp +6.4 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 33.2 8.6% 3 +0.1 pp +0.0 pp +8.6 pp +8.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 33.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 32.7 19.8% 3 +0.9 pp -1.2 pp +19.8 pp +19.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 32.4 5.0% 3 +0.1 pp +0.3 pp +5.0 pp +5.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 32.3 9.4% 1 +9.4 pp +6.9 pp +9.4 pp +9.4 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 32.0 11.5% 3 +0.8 pp +1.2 pp +11.5 pp +11.5 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 31.5 2.0% 3 -0.1 pp -0.6 pp +2.0 pp +2.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 31.1 1.1% 3 +0.0 pp -0.4 pp +1.1 pp +1.1 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 30.8 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 30.4 9.3% 3 +0.9 pp +1.5 pp +9.3 pp +9.3 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 29.8 8.6% 3 +0.1 pp -0.8 pp +8.6 pp +8.6 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 28.7 4.5% 3 +0.1 pp +0.1 pp +4.5 pp +4.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 27.6 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 27.3 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 26.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 26.6 9.6% 2 +2.3 pp +9.6 pp +9.6 pp +9.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 26.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 25.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 25.1 7.7% 3 -0.0 pp -0.3 pp +7.7 pp +7.7 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 24.5 6.0% 3 +0.9 pp +2.8 pp +6.0 pp +6.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 23.9 2.6% 3 -0.7 pp -1.1 pp +2.6 pp +2.6 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 23.3 16.3% 3 +0.2 pp -0.0 pp +16.3 pp +16.3 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 23.3 4.2% 3 +0.2 pp +0.4 pp +4.2 pp +4.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 23.2 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 22.9 0.8% 4 -0.1 pp -0.2 pp +0.1 pp +0.8 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 22.8 4.2% 3 +0.0 pp +0.0 pp +4.2 pp +4.2 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 22.4 7.2% 3 +0.9 pp +1.4 pp +7.2 pp +7.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 22.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 21.5 13.7% 3 +0.2 pp -0.1 pp +13.7 pp +13.7 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 21.5 18.4% 3 -0.0 pp -0.6 pp +18.4 pp +18.4 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 21.3 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 21.1 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 21.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 21.1 10.0% 4 -0.2 pp -0.9 pp -0.9 pp +10.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 20.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 20.5 5.5% 3 +0.1 pp -0.7 pp +5.5 pp +5.5 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 20.2 3.7% 3 +0.3 pp +0.3 pp +3.7 pp +3.7 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 20.1 3.7% 3 +0.1 pp +0.1 pp +3.7 pp +3.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 20.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 19.7 1.2% 2 -1.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 19.4 9.0% 3 +0.5 pp +0.3 pp +9.0 pp +9.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 19.3 6.0% 3 +0.2 pp +1.1 pp +6.0 pp +6.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 18.3 6.4% 5 -0.6 pp -1.4 pp -0.8 pp -0.3 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 18.3 11.0% 3 +0.4 pp +0.3 pp +11.0 pp +11.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 18.3 2.3% 3 +0.2 pp +0.1 pp +2.3 pp +2.3 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 18.1 9.4% 3 -0.1 pp -0.3 pp +9.4 pp +9.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 17.9 7.9% 3 +0.3 pp +0.5 pp +7.9 pp +7.9 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 17.8 10.9% 3 +0.3 pp +0.4 pp +10.9 pp +10.9 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 17.4 8.9% 3 +0.5 pp +0.6 pp +8.9 pp +8.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 17.4 2.6% 3 +0.2 pp +0.2 pp +2.6 pp +2.6 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 17.3 3.8% 3 +0.5 pp +0.3 pp +3.8 pp +3.8 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 17.2 6.8% 3 +0.6 pp +0.5 pp +6.8 pp +6.8 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 16.6 4.4% 3 +0.6 pp +0.8 pp +4.4 pp +4.4 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 16.5 2.9% 3 +1.0 pp +1.0 pp +2.9 pp +2.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 16.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 16.4 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 16.4 7.6% 3 +0.5 pp +0.6 pp +7.6 pp +7.6 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 16.0 6.1% 3 +0.1 pp +0.1 pp +6.1 pp +6.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 15.6 8.5% 3 +0.1 pp -0.3 pp +8.5 pp +8.5 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 15.5 6.9% 3 +0.1 pp +0.3 pp +6.9 pp +6.9 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 15.5 5.1% 3 +0.3 pp +0.3 pp +5.1 pp +5.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.4 2.0% 3 -0.2 pp -0.3 pp +2.0 pp +2.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.756 44 15.2 10.0% 3 +0.8 pp -0.2 pp +10.0 pp +10.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 15.2 0.9% 3 +0.4 pp +0.4 pp +0.9 pp +0.9 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 15.0 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 15.0 9.0% 3 -0.3 pp -1.2 pp +9.0 pp +9.0 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 14.6 3.5% 3 +0.1 pp +0.0 pp +3.5 pp +3.5 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.5 4.5% 3 -0.2 pp -0.6 pp +4.5 pp +4.5 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 14.3 4.5% 3 +0.3 pp +0.4 pp +4.5 pp +4.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 14.2 5.1% 3 -0.1 pp -0.2 pp +5.1 pp +5.1 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 14.1 7.5% 3 +0.2 pp +1.2 pp +7.5 pp +7.5 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 13.6 9.8% 3 -0.0 pp +0.0 pp +9.8 pp +9.8 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 13.4 6.0% 2 +2.6 pp +6.0 pp +6.0 pp +6.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 13.3 3.1% 4 +0.3 pp +0.3 pp +1.0 pp +3.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 13.0 3.3% 3 -0.0 pp -0.2 pp +3.3 pp +3.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 13.0 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 12.4 5.1% 3 +0.5 pp +0.9 pp +5.1 pp +5.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 12.1 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 12.1 6.1% 3 +0.1 pp -0.1 pp +6.1 pp +6.1 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 12.0 8.3% 3 +0.2 pp +0.2 pp +8.3 pp +8.3 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 11.9 7.4% 2 -0.0 pp +7.4 pp +7.4 pp +7.4 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 11.9 2.8% 3 -1.8 pp -1.9 pp +2.8 pp +2.8 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 11.9 5.0% 3 +0.2 pp +0.2 pp +5.0 pp +5.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 11.8 4.1% 3 -0.5 pp -1.1 pp +4.1 pp +4.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 11.8 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 11.6 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 11.5 7.6% 3 +0.5 pp +0.3 pp +7.6 pp +7.6 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 10.9 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 10.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 10.8 4.7% 3 -0.1 pp -0.1 pp +4.7 pp +4.7 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 10.7 1.4% 3 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 10.7 4.6% 3 -0.1 pp -0.7 pp +4.6 pp +4.6 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 10.6 2.0% 3 +1.7 pp +1.9 pp +2.0 pp +2.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 10.2 0.3% 3 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 10.2 6.2% 3 -0.7 pp -1.0 pp +6.2 pp +6.2 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 10.1 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 9.9 3.5% 5 +0.4 pp +0.6 pp +2.2 pp +3.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 9.7 5.4% 4 +0.2 pp +0.1 pp -0.2 pp +5.4 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 9.3 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 9.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 9.0 3.5% 3 +0.1 pp +0.5 pp +3.5 pp +3.5 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.5 5.2% 3 -0.1 pp +0.2 pp +5.2 pp +5.2 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 8.2 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 8.2 2.5% 3 +0.1 pp +0.0 pp +2.5 pp +2.5 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 8.1 2.9% 3 +0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 8.1 1.2% 2 +0.8 pp +1.2 pp +1.2 pp +1.2 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 8.0 3.6% 3 -0.1 pp -0.3 pp +3.6 pp +3.6 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 7.9 3.7% 3 +0.5 pp +0.5 pp +3.7 pp +3.7 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 7.2 6.7% 3 -0.1 pp -0.3 pp +6.7 pp +6.7 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 7.1 5.8% 3 +1.8 pp +1.8 pp +5.8 pp +5.8 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 6.8 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 6.6 4.6% 3 +0.0 pp +0.1 pp +4.6 pp +4.6 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 6.5 1.7% 3 +0.5 pp +0.8 pp +1.7 pp +1.7 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 6.2 1.9% 3 -0.1 pp -0.5 pp +1.9 pp +1.9 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.9 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 5.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 5.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.7 2.3% 3 +0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 5.5 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.4 2.2% 5 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 5.4 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 5.3 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 5.3 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 5.1 2.8% 4 +0.1 pp -0.1 pp -0.1 pp +2.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 4.9 3.1% 3 +0.3 pp +0.8 pp +3.1 pp +3.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 4.9 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 4.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.7 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.7 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.6 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 4.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 4.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.1 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 4.1 1.6% 3 +0.1 pp +0.3 pp +1.6 pp +1.6 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 4.1 2.3% 3 -0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 4.0 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.416 82 4.0 3.2% 3 +0.7 pp +1.3 pp +3.2 pp +3.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 4.0 2.5% 3 +0.3 pp +0.4 pp +2.5 pp +2.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 3.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 3.9 1.4% 3 -0.1 pp -0.5 pp +1.4 pp +1.4 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 3.8 1.2% 3 +0.3 pp +0.6 pp +1.2 pp +1.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.7 2.7% 4 -0.0 pp -0.1 pp -0.1 pp +2.7 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 3.4 2.0% 3 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.3 2.3% 2 +1.8 pp +2.3 pp +2.3 pp +2.3 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 3.3 1.5% 3 +0.3 pp +0.3 pp +1.5 pp +1.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.2 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 3.2 1.4% 3 -0.1 pp -0.4 pp +1.4 pp +1.4 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 3.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 3.0 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.9 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.8 1.6% 4 +0.2 pp +0.3 pp +0.3 pp +1.6 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 2.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.7 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 2.4 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 2.2 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 2.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 2.0 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 2.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.8 1.1% 3 -0.4 pp -0.2 pp +1.1 pp +1.1 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 1.7 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 1.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 1.5 2.1% 3 +0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆25 LLC CIK 0001968777 0.795 80 1.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.4 0.4% 3 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.3 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.3 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 1.2 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.1 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 0.0% 3 -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% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
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☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.9 0.3% 3 +0.1 pp -0.2 pp +0.3 pp +0.3 pp
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☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆rebel Financial LLC CIK 0002077940 0.467 65 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.4 0.0% 1 +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 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.3 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWER TRUST & INVESTMENT Co CIK 0002067591 0.357 247 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +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 +0.0 pp -0.1 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
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 0.0 0.0% 0 -0.0 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 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 0 -0.0 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -14.7 pp -16.3 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
☆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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -16.1 pp -16.5 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -11.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -5.0 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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 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
☆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
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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 -0.9 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 +0.0 pp -0.3 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
☆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
☆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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.1 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
☆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 -0.1 pp -0.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status