Signals

← Signals

★DFUS

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

Flow ranking

Rank#50
Score / z3.691 / 5.24
Consensus301.78 over 519 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+45% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
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 ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3,298.5 4.0% 3 -0.4 pp +0.3 pp +4.0 pp +4.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 686.9 0.8% 4 -0.3 pp -0.4 pp -0.5 pp +0.8 pp
☆MASECO LLP CIK 0002074052 0.917 291 553.1 24.1% 2 -2.4 pp +24.1 pp +24.1 pp +24.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 394.6 20.4% 3 +0.0 pp +0.3 pp +20.4 pp +20.4 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 367.3 17.2% 3 -0.3 pp -1.8 pp +17.2 pp +17.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 351.7 6.9% 2 +3.3 pp +6.9 pp +6.9 pp +6.9 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 334.1 10.1% 3 -0.3 pp -0.6 pp +10.1 pp +10.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 287.4 13.5% 3 -0.4 pp -0.3 pp +13.5 pp +13.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 267.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 254.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 235.0 13.0% 3 +0.2 pp +0.4 pp +13.0 pp +13.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 209.6 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 201.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 199.2 21.9% 3 +0.5 pp +1.1 pp +21.9 pp +21.9 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 179.3 6.7% 3 -0.4 pp -0.7 pp +6.7 pp +6.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 172.9 2.1% 3 +0.5 pp +0.3 pp +2.1 pp +2.1 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 171.2 41.3% 3 -0.1 pp +0.2 pp +41.3 pp +41.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 125.8 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 118.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 115.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 114.9 4.4% 3 +4.1 pp +4.1 pp +4.4 pp +4.4 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 110.2 28.3% 3 -0.3 pp +0.1 pp +28.3 pp +28.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 110.0 11.7% 3 +9.5 pp +9.3 pp +11.7 pp +11.7 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 107.8 15.4% 3 -0.1 pp -0.1 pp +15.4 pp +15.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 103.3 5.8% 3 -0.1 pp -0.2 pp +5.8 pp +5.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 102.1 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 97.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 97.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 95.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 90.8 1.8% 3 -0.1 pp -0.4 pp +1.8 pp +1.8 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 90.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 88.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 87.3 9.5% 3 -0.2 pp -0.2 pp +9.5 pp +9.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 84.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 84.2 21.0% 3 +0.7 pp +3.2 pp +21.0 pp +21.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 81.8 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 71.5 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 70.5 3.8% 3 +0.1 pp -0.1 pp +3.8 pp +3.8 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 70.4 11.6% 3 -1.1 pp -1.3 pp +11.6 pp +11.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 69.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 69.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 69.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 65.5 28.4% 3 -0.2 pp -0.9 pp +28.4 pp +28.4 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 63.5 17.8% 3 +0.3 pp +0.7 pp +17.8 pp +17.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 59.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 58.0 6.6% 3 +0.2 pp -0.5 pp +6.6 pp +6.6 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 58.0 6.6% 3 +0.2 pp +0.1 pp +6.6 pp +6.6 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 56.5 3.6% 3 -0.1 pp -0.3 pp +3.6 pp +3.6 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 56.0 11.8% 3 +0.0 pp +0.2 pp +11.8 pp +11.8 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 54.2 10.8% 3 -0.8 pp -0.8 pp +10.8 pp +10.8 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 52.1 29.1% 3 -5.9 pp -7.1 pp +29.1 pp +29.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 51.9 3.4% 3 +0.0 pp +0.1 pp +3.4 pp +3.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 50.5 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 49.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 49.0 8.8% 3 -1.2 pp -3.2 pp +8.8 pp +8.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 47.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 47.2 13.2% 3 -0.4 pp -1.4 pp +13.2 pp +13.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 47.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 46.0 18.9% 3 +6.1 pp -1.8 pp +18.9 pp +18.9 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 46.0 11.3% 3 +0.2 pp +1.6 pp +11.3 pp +11.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 45.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 43.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 43.1 12.5% 1 +12.5 pp +9.0 pp +12.5 pp +12.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 41.2 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 40.2 12.3% 3 +0.2 pp +0.1 pp +12.3 pp +12.3 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 39.1 20.2% 3 +0.0 pp +0.6 pp +20.2 pp +20.2 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 38.7 2.4% 2 +2.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 37.7 7.1% 3 -0.4 pp -0.8 pp +7.1 pp +7.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 37.6 11.1% 3 -1.2 pp -4.1 pp +11.1 pp +11.1 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 37.6 29.7% 3 -0.1 pp +0.2 pp +29.7 pp +29.7 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 37.4 5.7% 3 -0.2 pp -0.1 pp +5.7 pp +5.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 35.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 34.7 5.9% 3 -0.1 pp -0.1 pp +5.9 pp +5.9 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 34.5 7.6% 3 -0.1 pp -0.0 pp +7.6 pp +7.6 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 34.1 9.4% 3 -1.3 pp -1.0 pp +9.4 pp +9.4 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 33.8 17.3% 3 -1.1 pp -1.5 pp +17.3 pp +17.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 33.8 3.2% 3 -0.0 pp -0.1 pp +3.2 pp +3.2 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 33.6 28.8% 4 +2.4 pp +2.5 pp +0.9 pp +28.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 32.5 5.0% 3 -0.1 pp +0.3 pp +5.0 pp +5.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 32.2 14.3% 3 -0.1 pp -0.7 pp +14.3 pp +14.3 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 28.9 1.3% 3 -0.2 pp -1.4 pp +1.3 pp +1.3 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 28.4 9.0% 3 -0.5 pp -0.7 pp +9.0 pp +9.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 28.2 11.9% 3 +8.1 pp +7.9 pp +11.9 pp +11.9 pp
☆Premier Financial Group CIK 0001989061 0.418 234 27.9 7.3% 2 -0.0 pp +7.3 pp +7.3 pp +7.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 26.7 11.4% 3 +0.1 pp +4.3 pp +11.4 pp +11.4 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 25.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 24.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 24.9 12.6% 3 -0.2 pp -0.6 pp +12.6 pp +12.6 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 23.6 14.2% 3 -0.4 pp -0.7 pp +14.2 pp +14.2 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 22.4 4.5% 3 -0.2 pp -0.2 pp +4.5 pp +4.5 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 21.9 7.2% 3 +0.2 pp +1.6 pp +7.2 pp +7.2 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 21.7 10.8% 3 -0.2 pp +0.4 pp +10.8 pp +10.8 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 21.7 12.2% 3 -0.5 pp -0.6 pp +12.2 pp +12.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 21.6 6.6% 3 +1.2 pp +1.2 pp +6.6 pp +6.6 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 21.4 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 21.0 10.1% 3 -0.1 pp -0.1 pp +10.1 pp +10.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 20.2 5.7% 3 +0.0 pp -0.4 pp +5.7 pp +5.7 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 19.8 5.5% 3 +0.4 pp +0.7 pp +5.5 pp +5.5 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 19.6 11.8% 3 -0.4 pp -0.3 pp +11.8 pp +11.8 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 19.4 5.1% 3 -0.5 pp -0.5 pp +5.1 pp +5.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 19.2 3.0% 3 -0.3 pp -0.4 pp +3.0 pp +3.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 19.2 3.7% 3 +0.1 pp +0.1 pp +3.7 pp +3.7 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 18.9 2.9% 3 -0.3 pp -0.9 pp +2.9 pp +2.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 18.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.2 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 18.0 4.3% 3 -1.5 pp -2.0 pp +4.3 pp +4.3 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 17.8 13.0% 3 +0.9 pp -0.2 pp +13.0 pp +13.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 17.4 7.6% 3 +0.3 pp +0.5 pp +7.6 pp +7.6 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 16.8 4.4% 3 -0.0 pp +0.1 pp +4.4 pp +4.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 16.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 16.3 3.6% 3 +0.7 pp +0.9 pp +3.6 pp +3.6 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 16.1 9.7% 3 -0.1 pp -0.6 pp +9.7 pp +9.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 15.8 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 15.5 6.9% 3 -0.1 pp -0.2 pp +6.9 pp +6.9 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 15.0 10.9% 3 -0.2 pp +0.9 pp +10.9 pp +10.9 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 14.7 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 13.8 1.3% 3 +0.1 pp +0.5 pp +1.3 pp +1.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 13.7 2.2% 3 +0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 13.7 3.5% 3 +0.0 pp +0.3 pp +3.5 pp +3.5 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 13.7 3.7% 3 -0.0 pp -0.5 pp +3.7 pp +3.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 13.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 13.1 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 13.0 2.9% 2 +1.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 13.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 12.7 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 12.6 3.9% 3 -0.7 pp -0.8 pp +3.9 pp +3.9 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 12.6 6.9% 3 -0.1 pp +0.0 pp +6.9 pp +6.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 12.0 2.8% 4 +0.2 pp +0.1 pp -4.0 pp +2.8 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 11.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 11.7 5.0% 3 -0.0 pp +0.0 pp +5.0 pp +5.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 11.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 11.3 4.3% 3 -0.6 pp -0.6 pp +4.3 pp +4.3 pp
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 11.3 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 11.2 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 11.0 7.7% 3 -0.8 pp -1.0 pp +7.7 pp +7.7 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 10.8 6.1% 3 -0.1 pp -0.3 pp +6.1 pp +6.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 10.6 6.7% 3 -0.4 pp -0.3 pp +6.7 pp +6.7 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 10.5 2.6% 3 -0.0 pp -0.2 pp +2.6 pp +2.6 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 10.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 10.4 5.3% 3 +1.2 pp +1.3 pp +5.3 pp +5.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 10.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 10.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 9.7 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 9.4 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 9.3 2.2% 3 +0.6 pp +0.7 pp +2.2 pp +2.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 9.0 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 9.0 6.6% 3 -0.1 pp -0.1 pp +6.6 pp +6.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.8 2.7% 3 -0.0 pp +2.6 pp +2.7 pp +2.7 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 8.7 1.6% 3 +0.1 pp +0.3 pp +1.6 pp +1.6 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 8.6 4.9% 3 +0.9 pp +1.7 pp +4.9 pp +4.9 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 8.6 1.9% 3 +0.2 pp +0.7 pp +1.9 pp +1.9 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 8.4 5.8% 3 -0.1 pp -0.2 pp +5.8 pp +5.8 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 8.3 3.3% 3 -0.2 pp -0.3 pp +3.3 pp +3.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.3 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 8.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 8.2 1.4% 3 +0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 8.2 2.9% 3 -0.4 pp -0.2 pp +2.9 pp +2.9 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 8.1 3.3% 3 -0.0 pp +0.0 pp +3.3 pp +3.3 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 8.1 4.3% 3 -0.2 pp -0.1 pp +4.3 pp +4.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 8.0 3.0% 4 -0.1 pp -0.3 pp -0.3 pp +3.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 7.9 3.9% 3 +0.2 pp +0.7 pp +3.9 pp +3.9 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 7.9 1.4% 3 -0.2 pp -0.2 pp +1.4 pp +1.4 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 7.8 3.0% 3 +0.7 pp +0.6 pp +3.0 pp +3.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 7.8 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 7.6 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 7.6 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 7.4 6.2% 2 -0.4 pp +6.2 pp +6.2 pp +6.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 7.2 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 7.1 3.1% 3 -0.0 pp +0.0 pp +3.1 pp +3.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 7.1 0.4% 3 -0.2 pp -0.5 pp +0.4 pp +0.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 6.8 4.7% 3 +0.2 pp +0.3 pp +4.7 pp +4.7 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.8 3.2% 4 -0.4 pp -0.5 pp -1.6 pp +3.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 6.7 0.6% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 6.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 6.5 0.4% 3 -0.4 pp -0.4 pp +0.4 pp +0.4 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 6.5 4.7% 4 -0.4 pp -0.7 pp -1.4 pp +4.7 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 6.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.0 2.2% 3 -0.2 pp -0.4 pp +2.2 pp +2.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 5.9 2.4% 3 -0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 5.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 5.6 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 5.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 5.4 3.1% 3 -0.3 pp -0.4 pp +3.1 pp +3.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 5.4 0.8% 3 +0.6 pp +0.2 pp +0.8 pp +0.8 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 5.4 0.9% 3 +0.4 pp +0.6 pp +0.9 pp +0.9 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 5.4 3.1% 3 -0.7 pp -10.7 pp +3.1 pp +3.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 5.3 4.1% 3 +0.4 pp +0.8 pp +4.1 pp +4.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 5.2 1.8% 3 -1.4 pp -1.3 pp +1.8 pp +1.8 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 5.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 5.2 2.1% 3 +0.2 pp -0.1 pp +2.1 pp +2.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 5.1 3.7% 4 -0.2 pp -0.2 pp -0.1 pp +3.7 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 5.1 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.1 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆CLG LLC CIK 0002059872 0.428 156 5.0 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 5.0 1.2% 2 -0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 4.9 2.5% 3 -0.3 pp -0.5 pp +2.5 pp +2.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.9 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 4.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 4.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.7 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 4.6 0.1% 3 +0.1 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 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 4.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 4.3 1.2% 3 +0.5 pp +0.5 pp +1.2 pp +1.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 4.3 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 4.2 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 4.1 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 4.1 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 4.0 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 4.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 4.0 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 4.0 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 3.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 3.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 3.6 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.6 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 3.5 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 3.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 3.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 3.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 3.3 1.1% 3 -0.2 pp -1.7 pp +1.1 pp +1.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 3.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.1 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 3.1 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 3.0 1.7% 3 -0.0 pp +0.2 pp +1.7 pp +1.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 3.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 3.0 2.1% 3 -0.0 pp +0.1 pp +2.1 pp +2.1 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 3.0 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 2.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.9 2.3% 3 +0.1 pp +0.3 pp +2.3 pp +2.3 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.9 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.8 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 2.8 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 2.7 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 2.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 2.7 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 2.7 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 2.6 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 2.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 2.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 2.4 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 2.3 1.8% 3 -0.0 pp +0.3 pp +1.8 pp +1.8 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 2.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.3 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 2.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 2.3 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.2 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 2.2 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 2.2 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 2.1 0.7% 5 -0.0 pp -0.0 pp +0.4 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 2.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 2.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.0 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 2.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 2.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 1.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 1.8 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 1.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 1.8 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 1.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 1.7 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.6 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 1.6 0.9% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 1.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 1.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 1.6 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 1.6 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.6 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.6 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.5 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 1.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 1.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 1.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 1.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 1.3 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 1.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 1.2 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 1.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 1.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.1 0.8% 3 -0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.1 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 1.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cadence Bank CIK 0001299939 0.688 332 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 1.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 1.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SP Asset Management LLC CIK 0001962086 0.688 137 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Calydon Capital CIK 0001759271 0.373 277 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.0 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.9 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.8 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.8 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 0.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.7 0.2% 3 -0.5 pp -0.0 pp +0.2 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Centric Wealth Management CIK 0001752761 0.253 209 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.6 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allied Investment Advisors, LLC CIK 0001729869 0.376 110 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆PEAVINE CAPITAL, LLC CIK 0001594540 0.933 9 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cladis Investment Advisory, LLC CIK 0001911520 0.181 173 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 0.5 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 0.5 0.3% 4 -0.1 pp -0.1 pp +0.0 pp +0.3 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.4 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compton Wealth Advisory Group, LLC CIK 0001761044 0.675 83 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.3 0.2% 3 -0.4 pp -0.2 pp +0.2 pp +0.2 pp
☆CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.554 62 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 2 +0.0 pp +0.2 pp -0.2 pp +0.2 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MOTCO CIK 0001306333 0.349 840 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 0.3 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.3 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.3 0.0% 3 -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% 3 +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% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADVISORS MANAGEMENT GROUP INC /ADV CIK 0000842766 0.396 159 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 0.2 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.2 0.0% 1 +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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 0.2 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.2 0.1% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.2 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 5 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.2 0.0% 2 +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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 0.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 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% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 3 -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% 3 +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% 3 +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
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.1 0.0% 3 +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% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 3 +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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 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% 3 +0.0 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% 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% 1 +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% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 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% 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 1 +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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -10.9 pp -11.2 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westwood Wealth Management CIK 0001861125 0.587 43 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 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
☆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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -5.3 pp -5.5 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.3 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 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -6.8 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -5.8 pp -5.8 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 -0.1 pp -0.1 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 +0.0 pp -0.1 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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -4.9 pp -4.8 pp -4.4 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -9.7 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Northern Financial Advisors Inc CIK 0001962457 0.211 100 0.0 0.0% 0 -0.1 pp -0.2 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status