Signals

← Signals

☆DFIV

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

Flow ranking

Rank#24500
Score / z-1.559 / -2.34
Consensus283.65 over 511 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,239.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 966.1 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 638.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 566.4 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 400.5 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 328.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 222.1 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 209.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 167.4 8.1% 2 +0.5 pp +8.1 pp +8.1 pp +8.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 165.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 158.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 157.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 155.5 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 149.6 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 139.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 137.0 3.7% 2 +0.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 136.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 114.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 102.4 1.5% 2 +1.3 pp +1.5 pp +1.5 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 96.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 93.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 92.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 87.8 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 84.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 82.4 27.8% 4 -0.5 pp +1.5 pp +2.4 pp +27.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 80.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 76.6 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 76.0 7.7% 2 -0.5 pp +7.7 pp +7.7 pp +7.7 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 72.2 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 71.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 63.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 62.6 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 61.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 61.1 27.8% 2 -1.1 pp +27.8 pp +27.8 pp +27.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 58.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 56.8 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 55.7 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 54.7 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 53.6 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 51.9 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 51.0 3.7% 2 +1.2 pp +3.7 pp +3.7 pp +3.7 pp
☆MASECO LLP CIK 0002074052 0.917 291 48.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 40.6 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 39.2 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 39.0 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 38.5 8.6% 2 -0.2 pp +8.6 pp +8.6 pp +8.6 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 37.9 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 37.4 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 36.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 36.0 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Premier Financial Group CIK 0001989061 0.418 234 35.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 34.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 34.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 33.9 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 33.8 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 33.4 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 32.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 32.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 32.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 30.1 10.3% 2 -1.8 pp +10.3 pp +10.3 pp +10.3 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 30.1 8.7% 2 +0.2 pp +8.7 pp +8.7 pp +8.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 29.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 28.3 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 28.0 5.1% 2 +1.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 27.8 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 25.1 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 25.1 4.1% 2 -0.6 pp +4.1 pp +4.1 pp +4.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 24.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 24.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 23.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 23.2 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 23.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 22.6 6.5% 2 -0.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 22.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 21.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 21.7 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 20.8 8.9% 2 -0.1 pp +8.9 pp +8.9 pp +8.9 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 20.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆COWA, LLC CIK 0001844480 0.512 181 20.6 6.9% 2 +0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 20.5 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 20.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 20.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 20.1 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 19.9 12.3% 2 +0.0 pp +12.3 pp +12.3 pp +12.3 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 19.6 8.3% 2 -0.1 pp +8.3 pp +8.3 pp +8.3 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 19.4 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 18.9 6.1% 2 -0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 18.8 10.2% 2 +0.1 pp +10.2 pp +10.2 pp +10.2 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 18.5 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 18.1 11.6% 2 -1.1 pp +11.6 pp +11.6 pp +11.6 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 17.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 17.9 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 17.3 3.6% 2 -1.0 pp +3.6 pp +3.6 pp +3.6 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 17.1 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 16.9 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 16.7 7.4% 2 +0.4 pp +7.4 pp +7.4 pp +7.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 16.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 16.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 16.1 5.6% 2 -0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 16.0 9.3% 2 -0.4 pp +9.3 pp +9.3 pp +9.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 15.9 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 15.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 15.9 9.4% 2 -0.1 pp +9.4 pp +9.4 pp +9.4 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 15.8 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 15.8 3.6% 2 +2.0 pp +3.6 pp +3.6 pp +3.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 15.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 15.3 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 15.3 7.6% 2 -0.2 pp +7.6 pp +7.6 pp +7.6 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 14.9 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 14.6 3.3% 2 +3.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 14.6 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 14.3 5.7% 2 +0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆Embree Financial Group CIK 0002020860 0.466 283 14.1 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 14.0 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 14.0 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 13.9 9.9% 2 -0.2 pp +9.9 pp +9.9 pp +9.9 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 13.7 6.3% 2 -0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 13.6 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.3 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 12.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 12.3 6.2% 2 -0.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 12.3 9.5% 2 -0.4 pp +9.5 pp +9.5 pp +9.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 12.1 1.9% 4 +0.3 pp +0.4 pp +0.5 pp +1.9 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 12.0 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 12.0 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 11.3 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 11.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 11.2 3.7% 4 +0.0 pp +0.0 pp +0.4 pp +3.7 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 11.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 11.2 6.7% 2 +1.4 pp +6.7 pp +6.7 pp +6.7 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 11.1 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 11.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 10.9 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 10.5 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 10.0 7.3% 2 +0.5 pp +7.3 pp +7.3 pp +7.3 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 9.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 9.8 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 9.8 5.9% 2 -0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 9.6 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 9.4 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 9.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 9.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 9.1 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 9.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 8.9 5.9% 2 +0.6 pp +5.9 pp +5.9 pp +5.9 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 8.8 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 8.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 8.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 8.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.5 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 8.5 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 8.3 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 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 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 8.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 8.2 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 8.0 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 7.8 3.1% 3 -0.2 pp -0.4 pp +3.1 pp +3.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 7.7 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 7.5 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 7.4 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 6.9 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 6.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 6.4 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 6.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 6.3 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 6.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 6.3 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 6.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 6.2 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 6.2 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 6.0 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 5.9 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 5.5 2.7% 3 +0.2 pp +0.3 pp +2.7 pp +2.7 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 5.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 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
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 5.2 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 5.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 5.1 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 5.1 3.8% 3 -0.2 pp +0.5 pp +3.8 pp +3.8 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 5.1 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.0 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 4.9 2.7% 4 +0.5 pp +0.3 pp +0.4 pp +2.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 4.8 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 4.7 2.8% 2 +1.9 pp +2.8 pp +2.8 pp +2.8 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 4.7 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 4.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 4.6 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.6 2.0% 4 -0.0 pp -0.2 pp +0.1 pp +2.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 4.5 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 4.5 3.8% 2 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 4.5 2.7% 2 +0.6 pp +2.7 pp +2.7 pp +2.7 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 4.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 4.4 2.3% 3 -0.2 pp -0.4 pp +2.3 pp +2.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 4.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 4.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 4.1 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 4.1 1.3% 4 -0.5 pp -0.5 pp -0.5 pp +1.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 4.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 4.0 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 4.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 4.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 3.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 3.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 3.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 3.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 3.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 3.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 3.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.416 82 3.5 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 3.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 3.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 3.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 3.2 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 3.1 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.1 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 3.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 3.1 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 3.1 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 3.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 3.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 3.0 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.0 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Family CFO Inc CIK 0001911695 0.752 47 3.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 2.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆CLG LLC CIK 0002059872 0.428 156 2.9 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 2.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 2.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 2.6 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 2.6 2.1% 3 -0.5 pp -0.6 pp +2.1 pp +2.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 2.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.3 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 2.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 2.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 2.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 1.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 1.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.8 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Boston Partners CIK 0001386060 0.833 802 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 1.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 1.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.7 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 1.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 1.6 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.6 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 1.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 1.5 1.0% 2 -1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.4 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 1.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆25 LLC CIK 0001968777 0.795 80 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 1.2 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.2 0.5% 2 -0.6 pp +0.5 pp +0.5 pp +0.5 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 1.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 1.1 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 1.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sunesis Advisors, LLC CIK 0001748269 0.757 61 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.8 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Iowa State Bank CIK 0001546967 0.467 118 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.4 0.0% 2 -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 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 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
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 2 +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
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 2 -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
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 -15.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -0.3 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 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
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -1.1 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
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -2.3 pp -2.7 pp +0.0 pp +0.0 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 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 -9.7 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.3 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
☆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
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 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
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 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 -1.0 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 DFIV). Qtrs Held counts distinct quarters this fund has actually held DFIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFIV position size. Δ columns are the percentage-point change in DFIV'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