Signals

← Signals

☆DISV

491 in-universe funds with a nonzero position in DISV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#586
Score / z0.299 / 0.25
Consensus175.12 over 296 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-53% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 548.7 0.6% 5 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 226.5 2.3% 4 -0.0 pp +0.1 pp +0.2 pp +2.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 221.1 3.1% 4 +0.3 pp +0.2 pp +0.2 pp +3.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 113.8 1.1% 4 -0.1 pp +0.2 pp +0.0 pp +1.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 90.0 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 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 89.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 56.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 48.2 3.4% 4 +0.3 pp +0.4 pp +0.4 pp +3.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 47.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 46.8 2.5% 4 +0.2 pp +0.3 pp +0.5 pp +2.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 46.2 1.4% 4 +0.4 pp +0.6 pp +0.7 pp +1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 41.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 40.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 39.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 39.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 38.9 3.5% 4 -0.1 pp -0.1 pp -0.3 pp +3.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 35.9 3.4% 4 +0.1 pp +0.2 pp -0.1 pp +3.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 34.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 34.6 8.1% 4 +0.1 pp -0.0 pp +0.1 pp +8.1 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 31.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 29.6 5.0% 3 -2.3 pp -3.0 pp +5.0 pp +5.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 27.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 27.2 2.8% 4 -0.1 pp -0.3 pp -0.3 pp +2.8 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 25.5 2.7% 4 +0.0 pp -0.1 pp -0.2 pp +2.7 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 24.8 5.7% 4 +0.1 pp +0.3 pp +0.4 pp +5.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 24.7 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 22.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 21.5 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +17.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 21.3 2.5% 4 +0.1 pp +0.3 pp +0.4 pp +2.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 20.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 20.3 3.1% 4 +0.0 pp +0.0 pp +0.1 pp +3.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 20.3 1.4% 4 -0.6 pp +1.1 pp +1.1 pp +1.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 20.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 19.7 11.6% 3 +0.3 pp +0.5 pp +11.6 pp +11.6 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 19.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 18.1 5.7% 4 +0.2 pp +0.3 pp +0.0 pp +5.7 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 18.0 2.0% 4 +0.0 pp -0.0 pp -0.4 pp +2.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 17.9 5.0% 4 +0.1 pp +0.8 pp +1.1 pp +5.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 17.4 9.6% 3 +0.8 pp +0.1 pp +9.6 pp +9.6 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 16.8 3.2% 4 +0.1 pp -0.1 pp -0.1 pp +3.2 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 16.7 3.9% 4 +0.2 pp +0.4 pp +0.0 pp +3.9 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 16.5 1.5% 4 +0.2 pp +0.2 pp +0.2 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 16.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 16.1 13.2% 6 -0.6 pp -0.4 pp -0.5 pp -0.2 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 15.5 3.5% 4 -0.3 pp +1.2 pp -0.1 pp +3.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 15.3 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 14.7 8.4% 5 +1.3 pp +3.5 pp +4.6 pp +6.4 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 14.6 4.1% 4 +0.1 pp +0.2 pp +0.2 pp +4.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 14.0 1.6% 4 -0.1 pp -0.0 pp -0.0 pp +1.6 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 13.7 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 13.7 0.4% 4 -0.0 pp +0.0 pp -0.2 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 12.8 0.3% 4 +0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 12.7 3.1% 4 +0.5 pp +0.8 pp +1.7 pp +3.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 12.3 3.8% 4 -0.1 pp -0.2 pp -0.4 pp +3.8 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 12.3 3.1% 4 +0.0 pp +0.1 pp +0.2 pp +3.1 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 12.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 12.1 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 11.7 3.5% 4 +0.1 pp +0.1 pp +0.2 pp +3.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 11.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 11.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 11.5 5.1% 4 -0.0 pp +0.1 pp +0.2 pp +5.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 11.4 5.2% 4 +0.0 pp +0.2 pp +0.2 pp +5.2 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 11.2 4.6% 4 -0.1 pp +0.1 pp +0.1 pp +4.6 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 10.7 3.6% 4 -0.0 pp +0.0 pp -0.0 pp +3.6 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 10.6 1.2% 4 +0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 10.3 0.9% 4 -0.1 pp -0.6 pp -0.9 pp +0.9 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 10.2 4.1% 4 -0.2 pp -0.0 pp +0.1 pp +4.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.0 0.4% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 9.9 1.6% 4 +0.0 pp +0.1 pp -0.2 pp +1.6 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 9.7 2.7% 4 +0.2 pp +0.2 pp +0.2 pp +2.7 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 9.6 5.2% 4 -0.1 pp -0.0 pp +0.0 pp +5.2 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 9.6 5.1% 4 +0.0 pp +0.1 pp +0.3 pp +5.1 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 9.6 5.6% 4 -0.3 pp +0.3 pp +3.1 pp +5.6 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 9.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 9.5 3.4% 4 -0.1 pp -0.1 pp -0.1 pp +3.4 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 9.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 9.0 2.4% 4 -0.2 pp -0.3 pp -0.8 pp +2.4 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 9.0 4.6% 4 -0.1 pp -0.2 pp -0.3 pp +4.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 8.9 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 8.9 5.2% 4 -0.1 pp -0.0 pp -0.0 pp +5.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.6 1.9% 4 +0.0 pp +0.1 pp +0.1 pp +1.9 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 8.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 8.3 1.6% 4 +0.0 pp +0.0 pp +0.0 pp +1.6 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 8.0 2.4% 4 -0.1 pp -0.3 pp -0.3 pp +2.4 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 7.9 4.6% 4 +0.1 pp -0.4 pp +0.1 pp +4.6 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 7.9 3.0% 4 +0.3 pp -0.2 pp -0.4 pp +3.0 pp
☆25 LLC CIK 0001968777 0.795 80 7.7 2.4% 4 +0.1 pp +2.2 pp +2.2 pp +2.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 7.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 7.2 4.5% 4 +0.5 pp +0.5 pp +0.3 pp +4.5 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 7.0 3.9% 4 -0.1 pp -0.2 pp -0.3 pp +3.9 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 6.9 2.9% 4 -0.1 pp -0.1 pp -0.2 pp +2.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 6.5 1.3% 4 -0.2 pp -0.2 pp -0.2 pp +1.3 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 6.3 3.4% 5 +0.1 pp +0.1 pp +0.4 pp +0.6 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 6.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 6.0 2.1% 4 -0.1 pp +0.0 pp -0.0 pp +2.1 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 6.0 4.9% 4 +0.2 pp +0.6 pp +0.8 pp +4.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 5.8 1.6% 4 +1.5 pp +1.5 pp +1.5 pp +1.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 5.7 2.0% 4 +0.1 pp +0.4 pp +0.6 pp +2.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 5.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 5.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 5.5 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 5.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 5.4 1.2% 4 -0.1 pp -0.8 pp -0.9 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.3 2.3% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 5.2 3.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 5.1 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 5.0 3.0% 4 +0.1 pp +0.2 pp +0.1 pp +3.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 4.9 2.8% 4 -0.2 pp -0.3 pp +0.1 pp +2.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.9 0.7% 4 -0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 4.6 3.1% 4 -0.1 pp -0.1 pp -0.2 pp +3.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 4.6 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 4.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 4.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 4.5 2.1% 4 -0.1 pp -0.1 pp -0.1 pp +2.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 4.5 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 4.4 0.3% 2 +0.0 pp +0.3 pp -0.2 pp +0.3 pp
☆Emprise Bank CIK 0002018815 0.570 109 4.4 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 4.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 4.1 1.9% 4 +0.1 pp -0.0 pp -0.3 pp +1.9 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 4.0 2.3% 4 +0.0 pp -0.0 pp -0.6 pp +2.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.0 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 4.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 3.9 1.8% 4 +0.0 pp +0.3 pp +0.3 pp +1.8 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 3.9 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.7 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 3.7 1.5% 4 +0.0 pp +0.3 pp +0.3 pp +1.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.6 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 3.6 0.9% 4 -0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 3.5 2.8% 4 +0.1 pp +0.2 pp +0.4 pp +2.8 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 3.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 3.4 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 3.3 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 3.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 3.1 2.0% 4 +0.0 pp -0.0 pp -0.0 pp +2.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 3.1 2.5% 4 +0.3 pp +0.6 pp +1.1 pp +2.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.0 0.4% 6 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.0 1.0% 4 +0.0 pp +0.1 pp -0.0 pp +1.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.9 0.7% 4 -0.3 pp -0.2 pp -0.1 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 2.8 1.7% 4 -0.1 pp -0.0 pp -0.0 pp +1.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 2.7 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 2.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 2.6 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.5 0.4% 4 +0.0 pp -0.5 pp -0.5 pp +0.4 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.5 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.5 0.3% 4 +0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.3 0.8% 6 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.3 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.2 0.9% 4 -0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 2.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Koenig Investment Advisory, LLC CIK 0002114481 0.680 37 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.8 0.5% 4 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 1.8 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 1.8 0.7% 4 -0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Matisse Capital CIK 0001668256 0.148 158 1.7 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 1.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.7 0.2% 4 -0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.7 0.7% 4 -0.0 pp -1.2 pp -1.2 pp +0.7 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 1.6 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 1.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.6 1.0% 4 -0.2 pp -0.1 pp -0.0 pp +1.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.5 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.5 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.4 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.3 0.8% 4 +0.0 pp -0.1 pp -0.5 pp +0.8 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 1.3 1.0% 4 +0.3 pp +0.3 pp +0.4 pp +1.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.3 0.9% 4 +0.1 pp +0.3 pp +0.6 pp +0.9 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.3 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.2 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 1.2 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 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 1.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 1.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 1.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 1.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.1 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.1 0.4% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 1.0 0.7% 4 -0.0 pp +0.0 pp +0.2 pp +0.7 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 1.0 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 1.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Friday Financial CIK 0002048792 0.653 108 0.9 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.8 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.8 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.7 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.7 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.5 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNB Wealth Management, LLC CIK 0002111175 0.183 94 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.3 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.0% 2 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCM Encore, LLC CIK 0002109846 0.244 459 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 4 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 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 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 +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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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 -1.4 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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 -0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 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
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 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 -0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -1.0 pp -1.0 pp -1.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TrinityBridge Ltd CIK 0001718570 0.840 269 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 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 -0.2 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 -1.6 pp -3.9 pp -1.9 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -12.3 pp -11.9 pp +0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -1.3 pp -1.3 pp -1.2 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 -0.1 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.6 pp -0.5 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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 DISV). Qtrs Held counts distinct quarters this fund has actually held DISV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DISV position size. Δ columns are the percentage-point change in DISV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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