Signals

← Signals

☆DYNF

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

Flow ranking

Rank#287
Score / z0.765 / 0.96
Consensus194.24 over 429 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3,879.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,752.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,070.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,055.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 680.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 491.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 450.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 363.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 315.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 291.1 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 277.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 260.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 247.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 193.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 184.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 160.3 0.0% 1 +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 145.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 139.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 135.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 127.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 125.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 124.5 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆JB Capital LLC CIK 0001879371 0.629 280 121.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 105.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 101.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 96.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 95.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 89.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 87.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 86.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 77.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 73.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 61.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 59.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 59.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 56.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 54.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 53.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 47.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 45.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 45.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 45.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 43.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MA Private Wealth CIK 0001767474 0.750 88 39.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 39.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 38.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 38.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 36.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆KWB Wealth CIK 0001822236 0.452 169 36.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 35.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 35.8 0.0% 1 +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 34.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 33.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 33.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 32.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 32.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 30.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 30.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 30.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 29.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 29.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 27.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 26.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 26.6 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 26.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 26.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 25.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 25.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 25.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 24.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 24.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 24.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆EQ LLC CIK 0001757605 0.412 87 23.4 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 23.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 23.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 23.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 22.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 22.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 22.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 22.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 21.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 21.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 21.7 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 21.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 21.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆TSFG, LLC CIK 0001800513 0.413 891 21.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 21.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 21.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 20.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 19.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 19.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 19.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 19.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 19.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 19.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 19.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 18.1 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 18.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 17.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 17.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 17.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 17.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 17.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 17.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 17.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 17.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 17.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 16.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 16.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 16.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 15.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 15.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 15.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 15.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 14.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 14.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 14.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 13.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 13.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 13.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 13.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 12.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 12.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 12.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 12.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 12.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 12.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 12.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 11.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 11.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 11.5 5.3% 2 -3.0 pp +5.3 pp +5.3 pp +5.3 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 11.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 11.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 11.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 11.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 11.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 11.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 10.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 10.2 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 10.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 10.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 10.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 9.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 9.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 9.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 9.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 9.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 9.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 9.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.4 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 9.1 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 9.0 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 8.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 8.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 8.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 8.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 8.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 8.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 8.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 8.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 8.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 8.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 7.8 4.1% 2 -0.4 pp +4.1 pp +4.1 pp +4.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 7.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 7.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 7.6 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 7.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 7.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 7.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 7.5 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 7.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 7.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 7.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 7.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 6.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 6.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 6.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 6.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 6.7 3.3% 2 +0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 6.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 6.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 6.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 5.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 5.6 1.4% 3 +0.2 pp +0.1 pp +1.4 pp +1.4 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 5.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 5.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 5.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 5.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 4.9 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 4.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 4.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 4.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 4.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 4.1 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 4.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 3.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 3.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 3.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 3.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 3.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 3.0 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 2.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.3 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 1.9 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COWA, LLC CIK 0001844480 0.512 181 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.4 0.0% 1 +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 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 1.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆JT Stratford LLC CIK 0001689013 0.376 321 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Americana Partners, LLC CIK 0001797678 0.514 596 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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 DYNF). Qtrs Held counts distinct quarters this fund has actually held DYNF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DYNF position size. Δ columns are the percentage-point change in DYNF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status