Signals

← Signals

☆DFUV

651 in-universe funds with a nonzero position in DFUV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23953
Score / z-2.335 / -3.01
Consensus244.63 over 429 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,526.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,342.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 706.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 565.1 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 428.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 257.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 253.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 222.7 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 222.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 194.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 191.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 122.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 115.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 115.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 111.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 96.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 85.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 75.5 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 73.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 59.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 59.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 58.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 56.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 56.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 56.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 54.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 51.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 50.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 45.9 4.1% 2 -0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 45.2 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 44.6 16.1% 3 -2.8 pp -1.3 pp +16.1 pp +16.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 40.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 40.3 18.8% 3 -0.7 pp -1.3 pp +18.8 pp +18.8 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 39.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 39.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 38.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 35.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 35.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 35.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 33.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 33.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 33.4 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 32.6 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 32.1 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 32.0 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 31.8 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 31.6 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 31.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 30.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 30.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 30.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 30.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 29.3 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 29.0 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 28.5 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 27.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 25.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 25.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 24.9 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 24.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 24.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 23.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 23.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 23.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 22.6 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 22.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 21.5 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 21.0 5.4% 2 -0.8 pp +5.4 pp +5.4 pp +5.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 20.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 20.3 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 20.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 20.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 19.9 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 19.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 19.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 19.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 18.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Kooman & Associates CIK 0001961850 0.724 56 18.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 18.5 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 17.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 16.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 16.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 15.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 15.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 15.0 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 14.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 14.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 14.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 14.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 13.8 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 13.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 13.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 13.3 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 13.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 13.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 12.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 12.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 12.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 11.9 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 11.9 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 11.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 11.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 11.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 11.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 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 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 11.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 11.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 10.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 10.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 9.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 9.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 8.9 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 8.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 8.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 8.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 8.6 5.4% 2 -0.9 pp +5.4 pp +5.4 pp +5.4 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 8.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 8.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 7.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 7.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 7.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 7.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.2 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 7.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 6.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 6.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 6.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 6.4 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 6.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 6.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 6.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 5.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 5.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 5.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 5.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 5.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 5.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 5.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 4.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 4.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 4.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 4.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 4.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 4.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 4.1 3.6% 2 -0.4 pp +3.6 pp +3.6 pp +3.6 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 3.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 3.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 3.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 3.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 3.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jentner Corp CIK 0001695908 0.884 54 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 2.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Family CFO Inc CIK 0001911695 0.752 47 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆25 LLC CIK 0001968777 0.795 80 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 1.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers National Bank CIK 0001632966 0.440 180 1.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.0 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 1.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestHill Financial Advisors, Inc. CIK 0001759641 0.878 82 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.2 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.2 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.567 90 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy Pohlad Asset Management LLC CIK 0001569148 0.195 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 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 0.1 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 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DFUV). Qtrs Held counts distinct quarters this fund has actually held DFUV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFUV position size. Δ columns are the percentage-point change in DFUV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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