Signals

← Signals

★DFUS

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

Flow ranking

Rank#16
Score / z6.570 / 9.84
Consensus299.23 over 518 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3,668.5 4.4% 2 +0.6 pp +4.4 pp +4.4 pp +4.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 667.6 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 546.0 26.5% 1 +26.5 pp +26.5 pp +26.5 pp +26.5 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 361.7 17.5% 2 -1.5 pp +17.5 pp +17.5 pp +17.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 331.2 10.4% 2 -0.3 pp +10.4 pp +10.4 pp +10.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 330.4 20.4% 2 +0.3 pp +20.4 pp +20.4 pp +20.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 258.4 13.9% 2 +0.0 pp +13.9 pp +13.9 pp +13.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 257.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 250.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 213.9 12.8% 2 +0.2 pp +12.8 pp +12.8 pp +12.8 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 180.9 21.4% 2 +0.5 pp +21.4 pp +21.4 pp +21.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 178.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 174.1 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 171.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 163.8 41.3% 2 +0.3 pp +41.3 pp +41.3 pp +41.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 142.5 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 116.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 112.3 15.6% 2 +0.1 pp +15.6 pp +15.6 pp +15.6 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 108.3 28.6% 2 +0.4 pp +28.6 pp +28.6 pp +28.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 107.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 102.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 101.7 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 98.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 97.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 96.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 87.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 86.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 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 86.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 85.9 9.7% 2 -0.0 pp +9.7 pp +9.7 pp +9.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 83.5 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 81.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 78.4 20.3% 2 +2.5 pp +20.3 pp +20.3 pp +20.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 71.9 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 71.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 69.3 12.6% 2 -0.2 pp +12.6 pp +12.6 pp +12.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 68.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 67.0 10.9% 2 -0.3 pp +10.9 pp +10.9 pp +10.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 66.5 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 65.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 64.9 28.6% 2 -0.8 pp +28.6 pp +28.6 pp +28.6 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 59.7 17.5% 2 +0.4 pp +17.5 pp +17.5 pp +17.5 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 59.4 4.9% 3 +0.1 pp +0.5 pp +4.9 pp +4.9 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 55.5 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 54.8 34.9% 2 -1.2 pp +34.9 pp +34.9 pp +34.9 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 54.4 6.4% 2 -0.7 pp +6.4 pp +6.4 pp +6.4 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 54.1 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 52.7 11.7% 2 +0.1 pp +11.7 pp +11.7 pp +11.7 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 52.5 11.7% 2 +0.1 pp +11.7 pp +11.7 pp +11.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 51.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 51.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 50.6 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 48.3 9.9% 2 -2.0 pp +9.9 pp +9.9 pp +9.9 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 47.1 12.7% 2 -7.9 pp +12.7 pp +12.7 pp +12.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 46.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 46.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 45.3 13.6% 2 -1.0 pp +13.6 pp +13.6 pp +13.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 42.7 11.1% 2 +1.4 pp +11.1 pp +11.1 pp +11.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 41.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 39.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 39.7 18.4% 2 -0.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 39.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 37.9 12.1% 2 -0.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 37.5 7.5% 2 -0.4 pp +7.5 pp +7.5 pp +7.5 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 37.1 20.2% 2 +0.6 pp +20.2 pp +20.2 pp +20.2 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 36.6 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 35.9 12.3% 2 -2.9 pp +12.3 pp +12.3 pp +12.3 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 35.3 29.8% 2 +0.3 pp +29.8 pp +29.8 pp +29.8 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 35.2 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 35.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 33.5 10.6% 2 +0.3 pp +10.6 pp +10.6 pp +10.6 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 33.1 5.9% 2 -0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 32.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 32.4 7.7% 2 +0.0 pp +7.7 pp +7.7 pp +7.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 31.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 31.7 26.3% 3 +0.1 pp -1.5 pp +26.3 pp +26.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 31.7 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 31.5 14.3% 2 -0.6 pp +14.3 pp +14.3 pp +14.3 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 31.4 1.4% 2 -1.2 pp +1.4 pp +1.4 pp +1.4 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 31.2 5.1% 2 +0.4 pp +5.1 pp +5.1 pp +5.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 29.1 9.5% 2 -0.2 pp +9.5 pp +9.5 pp +9.5 pp
☆Premier Financial Group CIK 0001989061 0.418 234 27.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 26.0 11.3% 2 +4.2 pp +11.3 pp +11.3 pp +11.3 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 25.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 24.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 22.9 14.6% 2 -0.3 pp +14.6 pp +14.6 pp +14.6 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 22.7 12.8% 2 -0.4 pp +12.8 pp +12.8 pp +12.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 22.0 5.8% 2 -0.5 pp +5.8 pp +5.8 pp +5.8 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 21.0 10.9% 2 +0.6 pp +10.9 pp +10.9 pp +10.9 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 20.9 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 20.8 7.0% 2 +1.4 pp +7.0 pp +7.0 pp +7.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 20.6 10.2% 2 -0.0 pp +10.2 pp +10.2 pp +10.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 20.3 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 20.0 5.6% 2 +0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 19.9 5.7% 2 -0.4 pp +5.7 pp +5.7 pp +5.7 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 19.6 12.7% 2 -0.1 pp +12.7 pp +12.7 pp +12.7 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 19.4 12.2% 2 +0.0 pp +12.2 pp +12.2 pp +12.2 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 18.5 3.2% 2 -0.6 pp +3.2 pp +3.2 pp +3.2 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 18.3 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 17.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 17.8 5.1% 2 +0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 16.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 16.3 4.5% 2 +0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 16.1 12.1% 2 -1.2 pp +12.1 pp +12.1 pp +12.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 16.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 15.7 7.3% 2 +0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 15.4 5.3% 2 -0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 15.3 9.8% 2 -0.6 pp +9.8 pp +9.8 pp +9.8 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 14.9 7.1% 2 -0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 14.4 11.1% 2 +1.1 pp +11.1 pp +11.1 pp +11.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 14.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 13.9 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 13.4 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 13.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 13.4 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 13.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 13.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 12.9 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 12.9 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 12.8 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 12.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 12.3 7.0% 2 +0.1 pp +7.0 pp +7.0 pp +7.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 12.1 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 11.5 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 11.4 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 11.4 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 11.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 11.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 11.0 8.5% 2 -0.2 pp +8.5 pp +8.5 pp +8.5 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 10.9 7.1% 2 +0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 10.8 2.6% 3 -0.1 pp -4.2 pp +2.6 pp +2.6 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 10.6 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 10.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 10.2 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 10.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 10.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 10.1 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 9.8 5.8% 2 -0.0 pp +5.8 pp +5.8 pp +5.8 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 9.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 9.2 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 9.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 8.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.6 2.7% 2 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 8.6 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 8.3 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 8.3 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 8.2 5.8% 2 -0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 8.2 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 8.1 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.1 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 8.0 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 8.0 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 7.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 7.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 7.9 3.2% 3 -0.2 pp -0.2 pp +3.2 pp +3.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 7.9 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 7.8 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 7.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 7.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 7.4 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 7.3 3.7% 2 +0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 7.3 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 7.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 7.1 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 6.9 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 6.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.8 3.6% 3 -0.1 pp -1.2 pp +3.6 pp +3.6 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 6.7 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
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☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 6.6 4.0% 2 +0.8 pp +4.0 pp +4.0 pp +4.0 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 6.6 5.2% 3 -0.3 pp -1.0 pp +5.2 pp +5.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 6.6 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 6.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 6.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 6.4 3.8% 2 -10.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 6.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 6.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 6.1 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.0 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 5.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 5.9 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 5.8 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 5.7 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 5.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 5.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 5.1 3.9% 3 -0.1 pp +0.1 pp +3.9 pp +3.9 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.0 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 4.9 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 4.9 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 4.8 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 4.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 4.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CLG LLC CIK 0002059872 0.428 156 4.6 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
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☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.4 3.7% 2 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 4.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 4.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 4.1 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 4.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 4.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 4.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 3.9 0.5% 4 +0.2 pp +0.3 pp +0.2 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 3.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 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 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.5 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 3.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 3.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
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☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 3.4 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.3 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
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☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 3.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 3.2 1.3% 2 -1.5 pp +1.3 pp +1.3 pp +1.3 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 3.0 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
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☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆NBT BANK, N.A. CIK 0000898413 0.440 1069 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 2.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Life Planning Partners, Inc CIK 0001910934 0.464 71 2.5 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
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☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.3 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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.0% 2 -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
☆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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 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 0.1% 2 +0.0 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
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 1 +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
☆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
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 1 +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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 -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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 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
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 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
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -6.8 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -3.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 -0.1 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 -0.2 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -9.7 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 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 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 0 -0.1 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 DFUS). Qtrs Held counts distinct quarters this fund has actually held DFUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFUS position size. Δ columns are the percentage-point change in DFUS'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