Signals

← Signals

☆DFUV

895 in-universe funds with a nonzero position in DFUV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#25104
Score / z-2.555 / -3.10
Consensus309.37 over 523 funds
Momentum-0.09 =

Price & positioning

224 cached closes, trailing year
Drawdown-1%
Short interest-24% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,370.2 3.0% 5 -0.1 pp +0.1 pp +0.1 pp -0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 839.1 2.5% 5 -1.1 pp -1.7 pp -1.4 pp -1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 782.1 0.8% 6 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 318.4 12.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 275.0 2.3% 5 -0.1 pp -0.3 pp +0.4 pp -0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 269.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 268.2 15.7% 2 +3.9 pp +15.7 pp +15.7 pp +15.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 267.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 243.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 222.5 9.6% 5 +0.7 pp +1.1 pp +1.5 pp +1.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 209.1 0.3% 5 -0.4 pp -0.4 pp -0.2 pp -0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 184.6 2.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 178.4 4.4% 5 -3.5 pp -3.7 pp -3.8 pp -4.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 145.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 126.1 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 110.0 3.1% 4 +0.0 pp -1.0 pp -1.3 pp +3.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 104.6 2.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 102.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trust Co of the South CIK 0002008165 0.815 146 94.8 13.3% 5 -0.1 pp +0.1 pp +0.2 pp -0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 91.8 7.3% 5 -0.3 pp -0.4 pp -0.4 pp -1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 77.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 76.3 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 73.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 73.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 70.6 0.8% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 69.5 1.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 65.6 4.1% 5 +0.1 pp +0.0 pp +0.1 pp -0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 63.8 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 62.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 58.8 0.8% 5 +0.0 pp +0.2 pp +0.0 pp -0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 58.5 9.4% 5 -2.8 pp -3.5 pp -4.7 pp -7.5 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 57.6 10.2% 5 +0.3 pp +0.6 pp +0.9 pp +1.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 56.2 4.6% 5 -0.0 pp +0.2 pp +0.3 pp +0.5 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 54.0 11.3% 5 +0.3 pp +0.5 pp +0.7 pp +0.7 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 52.4 14.3% 7 +0.4 pp -0.3 pp -0.6 pp -1.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 52.2 7.9% 5 +1.3 pp +2.5 pp +2.8 pp +2.4 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 49.8 5.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 49.5 8.0% 5 +0.1 pp +0.2 pp +0.1 pp -0.3 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 48.8 18.8% 7 -0.2 pp +0.2 pp +0.3 pp -0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 48.6 2.1% 1 +2.1 pp +1.9 pp +2.1 pp +2.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 46.7 1.5% 5 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 46.1 20.4% 5 +0.7 pp +1.1 pp +1.6 pp +1.9 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 46.0 6.2% 5 -0.0 pp +0.0 pp -0.4 pp -0.6 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 45.9 3.9% 5 +0.5 pp +1.2 pp +3.8 pp +3.8 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 45.3 12.7% 2 +0.3 pp +12.7 pp +12.7 pp +12.7 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 43.6 2.8% 5 +0.2 pp -1.2 pp -1.1 pp -1.7 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 42.4 12.0% 1 +12.0 pp +0.6 pp +0.4 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 41.5 3.2% 5 -0.1 pp +0.1 pp -0.2 pp -0.2 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 41.0 16.6% 5 +0.3 pp +0.9 pp +1.0 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 39.4 1.6% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 39.4 0.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Richard Young Associates, Ltd. CIK 0002107563 0.842 29 39.0 25.9% 2 -0.2 pp +25.9 pp +25.9 pp +25.9 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 38.9 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 38.8 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 38.6 8.7% 5 +0.0 pp +0.1 pp +0.0 pp -0.4 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 38.5 3.6% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 38.4 3.4% 5 -0.0 pp -0.3 pp -0.4 pp -0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 37.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.4 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 37.4 3.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 37.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 36.7 14.1% 5 -0.1 pp +0.5 pp +0.8 pp -0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 34.8 2.7% 5 +0.2 pp +0.1 pp +0.2 pp -0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 33.4 4.4% 5 -0.8 pp -1.0 pp -1.5 pp -3.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 32.9 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 32.0 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 31.7 2.8% 1 +2.8 pp +2.8 pp -0.1 pp -2.9 pp
☆Premier Financial Group CIK 0001989061 0.418 234 31.2 6.3% 4 +1.5 pp -0.9 pp -0.7 pp +6.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 31.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 30.7 4.2% 3 +1.6 pp +2.0 pp +4.2 pp +2.8 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 30.6 11.9% 5 -0.3 pp -0.7 pp -0.9 pp -1.8 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 30.4 3.3% 5 -0.4 pp -0.6 pp -0.7 pp -0.8 pp
☆WPWealth LLP CIK 0001950118 0.866 103 30.1 4.5% 5 +0.0 pp +0.2 pp +0.6 pp +0.8 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 29.9 7.9% 5 +0.0 pp +0.6 pp +1.1 pp +0.8 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 29.8 2.4% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 29.4 2.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 28.5 1.5% 5 -0.1 pp -0.2 pp -1.6 pp -1.9 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 28.3 13.5% 2 +1.4 pp +13.5 pp +13.5 pp +13.5 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 27.9 10.0% 5 -0.0 pp +0.2 pp +0.3 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 27.8 7.0% 5 +0.1 pp +0.1 pp -2.0 pp -2.5 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 27.7 20.6% 5 +1.2 pp +2.1 pp +2.8 pp +3.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 27.7 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 27.4 1.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 26.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 26.1 5.5% 6 +0.3 pp +0.3 pp +0.3 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 25.9 4.9% 5 +0.5 pp +0.5 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 25.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 24.9 2.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 24.9 5.8% 5 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 24.0 6.6% 5 +0.1 pp +0.3 pp -0.1 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 23.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 22.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 22.2 2.1% 5 +0.3 pp +0.5 pp +0.6 pp +0.7 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 22.1 8.0% 5 +0.1 pp -0.1 pp -0.1 pp -0.6 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 22.0 7.5% 5 -0.0 pp -0.0 pp -2.8 pp -2.8 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 21.3 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 21.2 5.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 20.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 18.8 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 18.5 1.3% 5 -0.4 pp -0.5 pp -0.5 pp -0.6 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 18.4 4.8% 5 -1.1 pp -1.2 pp -1.1 pp -1.5 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 18.3 9.6% 5 +0.1 pp +0.0 pp -0.3 pp -0.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 18.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 18.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 18.0 0.7% 5 -0.6 pp -0.9 pp -2.1 pp -3.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 17.9 4.2% 5 +0.1 pp +0.1 pp -0.2 pp -0.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 17.8 2.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 17.7 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 17.6 3.6% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 17.5 1.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 17.5 9.2% 5 -0.0 pp +0.0 pp -0.2 pp -0.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 17.5 0.5% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 17.3 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 17.2 8.4% 5 +0.1 pp -0.1 pp -0.6 pp -1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 17.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 16.4 3.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 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 16.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 16.0 1.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 15.9 12.3% 2 -0.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 15.8 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 15.8 11.9% 5 +0.5 pp +0.8 pp +0.8 pp +1.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 15.4 2.4% 5 +0.2 pp +0.2 pp +0.0 pp -0.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 15.1 3.8% 4 -0.0 pp -0.1 pp -0.2 pp +3.8 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 14.8 7.8% 5 +0.2 pp +0.6 pp -0.4 pp -0.8 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 14.5 0.8% 5 -0.0 pp -0.0 pp -0.0 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 14.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 14.4 0.2% 4 -0.3 pp -0.3 pp +0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 14.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 13.9 6.0% 5 -0.2 pp +0.0 pp +0.1 pp -0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 13.7 5.4% 5 -0.3 pp -0.7 pp -0.9 pp -1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 12.7 4.7% 6 -0.0 pp -0.1 pp -0.4 pp -0.7 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 12.6 4.8% 5 +0.1 pp +0.1 pp +0.1 pp -4.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 12.3 0.3% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 12.0 1.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 11.7 7.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 11.6 5.4% 5 -1.8 pp -1.9 pp -2.0 pp -2.4 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 11.5 9.4% 2 +0.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 11.2 1.0% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 11.1 1.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 10.9 7.4% 5 +0.1 pp +2.0 pp +1.9 pp +1.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 10.7 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 10.5 2.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 10.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 10.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 10.1 1.2% 5 -0.0 pp -1.1 pp -0.1 pp -0.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 10.0 0.6% 4 -0.0 pp -0.0 pp +0.3 pp +0.6 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 9.8 3.6% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 9.5 3.9% 4 -1.1 pp -1.2 pp -1.5 pp +3.9 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 9.3 7.8% 2 +0.4 pp +7.8 pp +7.8 pp +7.8 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 9.2 2.0% 5 -0.1 pp +0.1 pp -1.2 pp +1.6 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 9.0 2.4% 4 +0.0 pp -0.1 pp -0.8 pp +2.4 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 9.0 4.0% 5 +0.4 pp +0.6 pp +0.6 pp +0.5 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 9.0 1.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 8.6 3.4% 5 -0.1 pp -0.6 pp -0.8 pp -1.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 8.6 5.9% 5 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 8.5 2.7% 5 +0.2 pp +0.6 pp +0.8 pp +1.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 8.4 1.9% 5 +0.4 pp +0.5 pp +0.2 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 8.2 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 7.7 2.6% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 7.7 1.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 7.6 3.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 7.5 1.6% 5 +0.3 pp +0.4 pp +0.8 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 7.4 0.8% 5 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
☆Kooman & Associates CIK 0001961850 0.724 56 7.4 2.0% 5 -4.8 pp -4.5 pp -4.3 pp -4.3 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.3 3.4% 6 -0.3 pp -0.4 pp -0.5 pp -0.8 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 7.3 3.4% 5 +0.5 pp +0.6 pp +0.6 pp +0.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.3 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 7.2 1.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 7.1 3.5% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 7.1 1.3% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 7.0 1.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 6.9 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 6.9 2.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 6.9 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 6.9 1.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 6.8 3.2% 5 -0.1 pp -0.4 pp -0.5 pp -0.6 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 6.8 1.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 6.7 0.6% 1 +0.6 pp +0.6 pp -0.0 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 6.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 6.5 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 6.2 2.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 6.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 6.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 6.0 4.8% 6 +0.3 pp +0.8 pp +1.8 pp +1.2 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 5.9 2.4% 5 +0.2 pp +0.3 pp +0.6 pp +1.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 5.7 3.2% 5 +3.0 pp +3.0 pp +2.9 pp +2.9 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.7 2.1% 5 -0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 5.7 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 5.6 3.6% 5 -0.0 pp +0.2 pp +0.3 pp +0.1 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 5.5 3.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 5.5 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 5.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 5.4 1.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 5.3 3.1% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 5.1 2.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 5.0 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 4.8 2.3% 5 -0.0 pp -0.2 pp -0.5 pp -0.8 pp
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☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 4.4 1.6% 5 +0.1 pp +0.6 pp +0.7 pp +0.7 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 4.4 1.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 4.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 4.3 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 4.2 3.0% 3 +0.0 pp +0.1 pp +3.0 pp +3.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 4.0 1.9% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 4.0 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 3.8 1.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 3.7 0.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.6 1.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
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☆Clark Asset Management, LLC CIK 0002062026 0.808 294 3.4 0.3% 7 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Westmount Partners, LLC CIK 0002051491 0.356 260 3.3 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 3.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
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☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 3.1 1.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.4 pp
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☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 3.0 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Curi Capital, LLC CIK 0001332905 0.547 888 2.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆M Wealth Management, LLC CIK 0002026150 0.583 57 1.5 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.7 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.241 450 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.6 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.6 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.6 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.5 0.4% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
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☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 0.5 0.3% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.4 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.4 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 0.4 0.0% 5 -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 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CX Institutional CIK 0001737089 0.437 1568 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -7.2 pp -7.2 pp -7.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp -4.1 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
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -11.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -20.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.0 0.0% 0 -0.6 pp -0.6 pp -0.4 pp -0.4 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 +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% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -4.6 pp -9.1 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -3.5 pp -3.4 pp -3.3 pp -3.5 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -1.5 pp -1.7 pp -1.9 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 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 +0.0 pp +0.0 pp -1.0 pp -1.1 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
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp -2.8 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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