Signals

← Signals

☆DYNF

674 in-universe funds with a nonzero position in DYNF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#243
Score / z0.846 / 1.27
Consensus252.15 over 551 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6,572.3 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,420.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,382.3 0.0% 2 +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 1,355.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1,333.3 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 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 872.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 724.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 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 629.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 477.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 465.5 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 452.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 421.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 371.7 5.0% 2 +0.5 pp +5.0 pp +5.0 pp +5.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 330.0 6.5% 2 +0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 317.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 258.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 246.6 2.5% 2 +0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 221.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 213.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 198.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 182.7 9.8% 2 +1.3 pp +9.8 pp +9.8 pp +9.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 175.7 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 170.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆JB Capital LLC CIK 0001879371 0.629 280 166.3 7.2% 2 +1.3 pp +7.2 pp +7.2 pp +7.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 147.6 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 145.6 0.0% 2 +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 131.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 121.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 117.2 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 112.9 4.9% 2 -0.6 pp +4.9 pp +4.9 pp +4.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 104.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 97.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 95.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 92.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 91.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 81.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 75.1 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 72.0 5.5% 2 +0.8 pp +5.5 pp +5.5 pp +5.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 68.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 68.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 66.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 62.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 61.0 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 60.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 60.0 4.1% 2 +0.8 pp +4.1 pp +4.1 pp +4.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 59.9 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 55.4 7.1% 2 +1.0 pp +7.1 pp +7.1 pp +7.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 48.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 47.0 2.7% 2 -0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 46.7 20.1% 2 +6.7 pp +20.1 pp +20.1 pp +20.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 45.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 45.4 6.3% 2 +0.8 pp +6.3 pp +6.3 pp +6.3 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 45.4 4.3% 2 +0.5 pp +4.3 pp +4.3 pp +4.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 45.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 43.5 6.3% 2 +0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆MA Private Wealth CIK 0001767474 0.750 88 43.2 7.3% 2 +0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 43.0 7.6% 2 -0.0 pp +7.6 pp +7.6 pp +7.6 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 41.6 6.3% 2 +0.9 pp +6.3 pp +6.3 pp +6.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 41.2 3.1% 2 +0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 40.0 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 39.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 39.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 37.8 6.4% 2 +0.8 pp +6.4 pp +6.4 pp +6.4 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 37.3 5.7% 2 +0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 36.8 8.3% 2 +0.9 pp +8.3 pp +8.3 pp +8.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 35.7 5.7% 2 +1.8 pp +5.7 pp +5.7 pp +5.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 35.0 0.3% 4 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 34.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 34.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 34.1 5.4% 2 +0.9 pp +5.4 pp +5.4 pp +5.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 34.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 33.9 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 33.5 6.6% 2 +0.8 pp +6.6 pp +6.6 pp +6.6 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 32.8 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 32.6 6.7% 2 +1.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 32.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 31.4 8.1% 2 +2.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 31.3 5.1% 2 +0.8 pp +5.1 pp +5.1 pp +5.1 pp
☆EQ LLC CIK 0001757605 0.412 87 31.1 10.6% 2 +1.5 pp +10.6 pp +10.6 pp +10.6 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 30.5 3.8% 2 +0.6 pp +3.8 pp +3.8 pp +3.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 30.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 29.9 4.2% 2 +0.8 pp +4.2 pp +4.2 pp +4.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 29.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 29.0 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 29.0 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 28.9 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 28.0 2.9% 2 +0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 28.0 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 27.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 27.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 26.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 26.3 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 26.3 6.8% 2 +1.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 26.3 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 26.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 25.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 25.3 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆BARINGS LLC CIK 0000009015 0.845 191 25.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 24.4 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 24.4 12.1% 2 -0.3 pp +12.1 pp +12.1 pp +12.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 24.2 11.6% 2 +2.1 pp +11.6 pp +11.6 pp +11.6 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 24.1 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 24.0 2.4% 2 +0.6 pp +2.4 pp +2.4 pp +2.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 23.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 23.4 7.2% 2 +1.2 pp +7.2 pp +7.2 pp +7.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 23.4 4.2% 2 +0.9 pp +4.2 pp +4.2 pp +4.2 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 23.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 22.8 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 22.6 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 22.3 7.6% 2 +1.5 pp +7.6 pp +7.6 pp +7.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 21.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 21.8 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 21.5 6.6% 2 +0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 21.4 5.4% 2 -0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 21.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 21.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 20.4 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 20.3 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 19.7 6.7% 2 +1.1 pp +6.7 pp +6.7 pp +6.7 pp
☆SWMG, LLC CIK 0001839255 0.473 100 19.5 5.9% 2 +1.3 pp +5.9 pp +5.9 pp +5.9 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 19.3 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 19.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 19.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 19.2 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 19.1 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 18.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 18.9 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 18.8 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 18.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 18.6 4.0% 2 +1.3 pp +4.0 pp +4.0 pp +4.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 18.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 18.5 6.8% 2 +1.6 pp +6.8 pp +6.8 pp +6.8 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 18.2 2.7% 2 +1.3 pp +2.7 pp +2.7 pp +2.7 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 18.1 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 18.0 8.5% 3 +3.2 pp +0.2 pp +8.5 pp +8.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 17.9 2.4% 2 +2.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 16.8 3.8% 2 +1.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 16.8 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 16.6 3.7% 2 +1.6 pp +3.7 pp +3.7 pp +3.7 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 16.6 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 16.6 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 16.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 16.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 15.8 3.7% 2 +1.6 pp +3.7 pp +3.7 pp +3.7 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 15.7 4.2% 2 +0.7 pp +4.2 pp +4.2 pp +4.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 15.6 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 15.5 2.3% 2 +0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 15.2 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 15.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 15.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 14.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 14.8 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 14.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 14.5 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 14.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 14.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 14.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 13.8 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 13.7 3.6% 2 +0.5 pp +3.6 pp +3.6 pp +3.6 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 13.4 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 13.2 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 13.1 1.8% 2 +0.9 pp +1.8 pp +1.8 pp +1.8 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 13.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 13.0 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 12.6 5.3% 2 +0.8 pp +5.3 pp +5.3 pp +5.3 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 12.5 5.7% 2 +0.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 12.5 5.5% 2 +0.4 pp +5.5 pp +5.5 pp +5.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 12.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 11.9 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 11.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 11.7 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 11.7 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 11.3 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 11.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 10.9 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 10.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 10.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 10.6 4.0% 2 +0.7 pp +4.0 pp +4.0 pp +4.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 10.6 5.5% 2 +0.8 pp +5.5 pp +5.5 pp +5.5 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 10.5 6.5% 2 +0.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 10.3 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 10.3 5.2% 2 +1.1 pp +5.2 pp +5.2 pp +5.2 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 10.2 3.0% 2 +1.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 10.2 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 10.2 8.5% 2 -0.1 pp +8.5 pp +8.5 pp +8.5 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 10.1 7.6% 2 +0.1 pp +7.6 pp +7.6 pp +7.6 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 10.1 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 9.9 5.2% 2 +4.8 pp +5.2 pp +5.2 pp +5.2 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 9.8 4.4% 2 +0.8 pp +4.4 pp +4.4 pp +4.4 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 9.8 2.9% 2 +0.7 pp +2.9 pp +2.9 pp +2.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 9.7 4.5% 2 -0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 9.7 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 9.4 5.6% 2 +1.0 pp +5.6 pp +5.6 pp +5.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 9.2 3.1% 2 +0.9 pp +3.1 pp +3.1 pp +3.1 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 9.2 4.1% 3 -0.0 pp -0.4 pp +4.1 pp +4.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 9.1 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 9.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 9.1 5.4% 2 +0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 9.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 9.0 5.1% 2 +0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 9.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 8.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 8.4 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 8.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 8.4 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 8.3 2.6% 2 -0.8 pp +2.6 pp +2.6 pp +2.6 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 8.3 3.6% 3 -0.2 pp -0.5 pp +3.6 pp +3.6 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 8.3 5.2% 2 +0.6 pp +5.2 pp +5.2 pp +5.2 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 8.3 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 8.0 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 8.0 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 7.9 3.6% 3 +0.3 pp +0.6 pp +3.6 pp +3.6 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 7.8 1.1% 2 -0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 7.5 4.4% 2 +2.5 pp +4.4 pp +4.4 pp +4.4 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 7.5 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 7.4 2.5% 2 +0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 7.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 7.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 7.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 6.9 5.6% 2 +0.3 pp +5.6 pp +5.6 pp +5.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 6.9 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.8 3.3% 2 -0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 6.6 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 6.6 0.5% 4 +0.2 pp +0.1 pp +0.1 pp +0.5 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 6.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 6.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 6.4 2.2% 2 +0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 6.4 1.5% 4 +0.1 pp +0.2 pp +0.2 pp +1.5 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 6.3 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 6.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 6.3 2.0% 3 +0.4 pp +0.4 pp +2.0 pp +2.0 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 6.2 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 6.2 1.9% 2 +1.5 pp +1.9 pp +1.9 pp +1.9 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 6.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 5.9 3.9% 2 +0.8 pp +3.9 pp +3.9 pp +3.9 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 5.8 5.2% 3 +0.8 pp +1.0 pp +5.2 pp +5.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 5.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 5.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 5.6 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 5.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 5.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.5 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 5.3 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 5.3 2.9% 3 +0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 5.2 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 5.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.9 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 4.8 2.1% 2 +0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 4.7 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 4.7 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 4.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 4.5 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 4.3 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 4.3 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 4.2 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 4.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 4.0 3.5% 3 +0.5 pp +0.7 pp +3.5 pp +3.5 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 3.9 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.9 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 3.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 3.7 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 3.7 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 3.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 3.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 3.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 3.2 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 3.2 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 3.1 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 3.0 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 3.0 1.8% 2 +1.0 pp +1.8 pp +1.8 pp +1.8 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.9 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 2.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 2.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 2.9 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 2.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.8 0.7% 2 -0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 2.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.7 2.2% 2 +0.8 pp +2.2 pp +2.2 pp +2.2 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 2.7 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 2.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.6 1.5% 4 +0.3 pp +0.3 pp +0.1 pp +1.5 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 2.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 2.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 2.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 2.4 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 2.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 2.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 2.3 2.3% 2 +0.8 pp +2.3 pp +2.3 pp +2.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 2.3 2.4% 2 +0.8 pp +2.4 pp +2.4 pp +2.4 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.2 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 2.2 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 2.1 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 2.1 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 2.1 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 2.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 2.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 1.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.8 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 1.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.6 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 1.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.4 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.4 1.0% 4 +0.3 pp +0.0 pp +0.1 pp +1.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 1.4 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 1.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 1.3 1.0% 2 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 1.3 1.3% 3 +0.6 pp +0.6 pp +1.3 pp +1.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.2 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 1.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 1.1 0.2% 2 -5.6 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 1.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 1.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.9 0.3% 2 -0.7 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.9 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.9 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 0.9 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.8 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COWA, LLC CIK 0001844480 0.512 181 0.7 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.5 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LIFE LINE WEALTH MANAGEMENT LLC CIK 0002035872 0.372 35 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 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 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Trust Co CIK 0002054100 0.245 316 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Collier Financial CIK 0001902901 0.619 141 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 2 -0.7 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
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 2 -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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 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% 2 -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% 2 -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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 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
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -3.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -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 +0.0 pp -4.5 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 0.0 0.0% 0 -15.1 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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