Signals

← Signals

☆DYNF

776 in-universe funds with a nonzero position in DYNF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#177
Score / z1.081 / 1.53
Consensus265.15 over 568 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+19% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6,725.9 2.0% 3 +0.1 pp +0.9 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,744.4 0.8% 3 +0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,489.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1,376.6 9.6% 2 -0.1 pp +9.6 pp +9.6 pp +9.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,366.1 0.0% 3 -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 1,007.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 932.5 0.2% 3 +0.0 pp +0.1 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 718.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 579.5 5.7% 3 +0.7 pp +1.2 pp +5.7 pp +5.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 525.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 502.4 1.8% 3 +0.0 pp +0.4 pp +1.8 pp +1.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 475.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 351.6 6.4% 3 -0.1 pp +0.1 pp +6.4 pp +6.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 343.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 288.4 1.0% 3 -0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 261.5 2.6% 3 +0.0 pp +0.4 pp +2.6 pp +2.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 258.7 0.3% 3 +0.1 pp +0.1 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 250.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 244.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 210.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 206.1 10.3% 3 +0.4 pp +1.8 pp +10.3 pp +10.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 196.6 2.6% 3 +0.0 pp +0.4 pp +2.6 pp +2.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 182.1 1.0% 3 +0.3 pp +0.2 pp +1.0 pp +1.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 177.7 1.4% 3 +0.1 pp +0.3 pp +1.4 pp +1.4 pp
☆JB Capital LLC CIK 0001879371 0.629 280 175.4 7.2% 3 -0.0 pp +1.3 pp +7.2 pp +7.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 174.4 0.0% 3 +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 154.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 133.5 15.6% 1 +15.6 pp +0.6 pp +15.6 pp +15.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 128.4 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 123.3 2.3% 3 +0.1 pp +0.5 pp +2.3 pp +2.3 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 120.7 5.0% 3 +0.1 pp -0.4 pp +5.0 pp +5.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 120.2 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 103.4 1.2% 3 +0.4 pp +0.5 pp +1.2 pp +1.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 102.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 94.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 85.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 78.6 2.7% 3 +0.0 pp +0.5 pp +2.7 pp +2.7 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 75.6 5.7% 3 +0.1 pp +0.9 pp +5.7 pp +5.7 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 74.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 73.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 73.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 71.9 0.8% 3 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 71.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 68.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 68.6 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 68.4 1.7% 3 +0.2 pp +0.5 pp +1.7 pp +1.7 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 66.7 0.1% 3 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 64.1 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 63.7 4.2% 3 +0.2 pp +1.0 pp +4.2 pp +4.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 59.1 3.5% 3 +0.8 pp +0.3 pp +3.5 pp +3.5 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 54.6 6.9% 3 -0.2 pp +0.8 pp +6.9 pp +6.9 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 51.8 0.9% 3 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 51.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 50.3 1.0% 3 +0.2 pp +0.6 pp +1.0 pp +1.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 50.2 7.5% 3 +1.8 pp +3.6 pp +7.5 pp +7.5 pp
☆KWB Wealth CIK 0001822236 0.453 169 49.0 4.6% 3 +0.2 pp +0.2 pp +4.6 pp +4.6 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 48.4 4.5% 3 +0.2 pp +0.7 pp +4.5 pp +4.5 pp
☆MA Private Wealth CIK 0001767474 0.750 88 47.6 7.9% 3 +0.7 pp +0.8 pp +7.9 pp +7.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 46.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 45.4 6.5% 3 +0.2 pp +1.0 pp +6.5 pp +6.5 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 45.2 7.6% 3 +0.0 pp +0.0 pp +7.6 pp +7.6 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 44.7 6.9% 3 +6.8 pp +1.2 pp +6.9 pp +6.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 44.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 44.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 44.2 6.3% 3 -0.0 pp +0.2 pp +6.3 pp +6.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 44.1 1.1% 3 +0.3 pp +1.0 pp +1.1 pp +1.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 44.1 6.6% 3 +0.3 pp +1.2 pp +6.6 pp +6.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 43.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 43.5 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 42.2 3.1% 3 +0.0 pp +0.4 pp +3.1 pp +3.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 41.2 8.5% 3 +0.2 pp +1.2 pp +8.5 pp +8.5 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 40.8 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 40.3 0.3% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 40.1 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 40.0 6.2% 3 -0.2 pp +0.7 pp +6.2 pp +6.2 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 39.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 39.0 1.2% 3 +0.3 pp +0.4 pp +1.2 pp +1.2 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 38.2 6.3% 3 +0.6 pp +0.7 pp +6.3 pp +6.3 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 37.0 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 36.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 35.9 6.6% 3 -0.1 pp +0.7 pp +6.6 pp +6.6 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 35.2 1.9% 3 +0.1 pp +0.2 pp +1.9 pp +1.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 34.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆EQ LLC CIK 0001757605 0.412 87 34.8 10.0% 3 -0.5 pp +0.9 pp +10.0 pp +10.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 34.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 34.5 7.0% 3 +0.3 pp +1.2 pp +7.0 pp +7.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 34.0 3.2% 3 -0.2 pp +0.1 pp +3.2 pp +3.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 33.5 2.5% 3 +0.7 pp +0.7 pp +2.5 pp +2.5 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 33.1 17.6% 3 -2.5 pp +4.1 pp +17.6 pp +17.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 33.1 0.7% 4 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 33.1 8.3% 3 +0.1 pp +2.3 pp +8.3 pp +8.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 32.9 5.2% 3 +0.1 pp +0.9 pp +5.2 pp +5.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 32.3 3.9% 3 +0.1 pp +0.8 pp +3.9 pp +3.9 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 31.7 4.4% 3 +0.2 pp +1.0 pp +4.4 pp +4.4 pp
☆Embree Financial Group CIK 0002020860 0.466 283 31.6 3.9% 3 +1.5 pp +3.6 pp +3.9 pp +3.9 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 31.6 3.1% 3 +0.2 pp +0.7 pp +3.1 pp +3.1 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 29.8 6.4% 3 -0.0 pp +0.1 pp +6.4 pp +6.4 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 29.6 14.5% 3 +2.4 pp +2.1 pp +14.5 pp +14.5 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 29.6 3.1% 3 +1.0 pp +1.1 pp +3.1 pp +3.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 29.1 3.8% 3 -0.2 pp -0.2 pp +3.8 pp +3.8 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 29.1 7.1% 3 +0.3 pp +1.4 pp +7.1 pp +7.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 29.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 28.4 2.6% 3 +0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆BARINGS LLC CIK 0000009015 0.845 191 28.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 28.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 27.9 1.0% 4 -0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 27.8 3.7% 3 +0.4 pp +0.4 pp +3.7 pp +3.7 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 27.6 4.8% 3 +0.5 pp +1.4 pp +4.8 pp +4.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 27.5 1.6% 3 +0.5 pp +0.6 pp +1.6 pp +1.6 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 27.5 3.2% 3 +0.1 pp +0.2 pp +3.2 pp +3.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 26.6 3.6% 3 +0.1 pp +0.2 pp +3.6 pp +3.6 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 26.4 5.5% 3 +2.0 pp +2.1 pp +5.5 pp +5.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 26.2 2.6% 3 +0.2 pp +0.8 pp +2.6 pp +2.6 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 25.9 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 25.9 12.4% 3 +0.7 pp +2.9 pp +12.4 pp +12.4 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 25.8 1.5% 3 +0.1 pp +0.3 pp +1.5 pp +1.5 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 25.5 9.2% 3 +4.7 pp +4.6 pp +9.2 pp +9.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 25.5 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 25.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 25.5 3.5% 3 -0.2 pp -0.0 pp +3.5 pp +3.5 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 25.3 7.6% 3 +1.0 pp +1.1 pp +7.6 pp +7.6 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 25.3 3.5% 3 -0.0 pp +0.4 pp +3.5 pp +3.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 24.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 24.6 7.4% 3 +0.2 pp +1.5 pp +7.4 pp +7.4 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 24.4 3.2% 3 +0.3 pp +1.1 pp +3.2 pp +3.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 24.0 4.9% 3 +1.1 pp +2.7 pp +4.9 pp +4.9 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 23.4 5.3% 3 -0.1 pp -0.1 pp +5.3 pp +5.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 23.3 1.8% 3 -0.0 pp +0.2 pp +1.8 pp +1.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 23.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 23.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 23.1 7.6% 3 +0.1 pp +1.5 pp +7.6 pp +7.6 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 22.7 5.1% 3 +1.4 pp +3.0 pp +5.1 pp +5.1 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 22.3 3.0% 3 +0.4 pp +0.5 pp +3.0 pp +3.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 21.4 5.9% 3 +0.0 pp +1.3 pp +5.9 pp +5.9 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 21.2 2.6% 3 -0.0 pp -0.4 pp +2.6 pp +2.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 21.0 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 20.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 20.7 2.4% 3 +0.6 pp +0.8 pp +2.4 pp +2.4 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 20.3 9.0% 4 +0.5 pp +3.7 pp +0.7 pp +9.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 20.0 6.6% 3 -0.1 pp +1.0 pp +6.6 pp +6.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 19.9 1.2% 3 +0.1 pp +0.3 pp +1.2 pp +1.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 19.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 19.7 7.1% 3 +0.2 pp +1.8 pp +7.1 pp +7.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 19.6 1.4% 3 +0.2 pp +0.8 pp +1.4 pp +1.4 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 19.4 4.4% 3 +0.4 pp +1.7 pp +4.4 pp +4.4 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 19.4 1.6% 3 -0.0 pp +0.3 pp +1.6 pp +1.6 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 19.1 5.9% 3 -0.1 pp -0.2 pp +5.9 pp +5.9 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 19.1 2.6% 3 -0.1 pp +1.3 pp +2.6 pp +2.6 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 18.8 8.8% 3 +2.3 pp +2.8 pp +8.8 pp +8.8 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 18.7 2.2% 3 -1.0 pp -0.9 pp +2.2 pp +2.2 pp
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☆Claro Advisors Inc. CIK 0001764386 0.389 533 18.1 2.5% 3 +0.2 pp +0.9 pp +2.5 pp +2.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 18.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 18.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Invst, LLC CIK 0001867587 0.314 343 17.9 1.9% 3 -0.2 pp +0.1 pp +1.9 pp +1.9 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 17.9 3.9% 3 +0.1 pp +1.2 pp +3.9 pp +3.9 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 17.5 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 17.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 17.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 17.3 2.2% 3 +2.0 pp +2.1 pp +2.2 pp +2.2 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 17.0 3.9% 3 +0.4 pp +0.7 pp +3.9 pp +3.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 16.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 16.5 4.3% 3 +0.1 pp +0.8 pp +4.3 pp +4.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 16.5 1.8% 3 +0.0 pp +0.3 pp +1.8 pp +1.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 16.4 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 16.3 2.1% 3 +0.4 pp +1.3 pp +2.1 pp +2.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 16.2 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 15.2 11.4% 2 +6.0 pp +11.4 pp +11.4 pp +11.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 15.1 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 14.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 14.5 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 14.4 4.8% 3 +0.8 pp +0.8 pp +4.8 pp +4.8 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 14.4 5.1% 2 +0.5 pp +5.1 pp +5.1 pp +5.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 14.2 5.8% 3 +0.5 pp +1.3 pp +5.8 pp +5.8 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 14.2 3.6% 3 +0.0 pp +0.6 pp +3.6 pp +3.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 14.0 1.7% 3 +0.0 pp +0.3 pp +1.7 pp +1.7 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 13.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 13.8 4.7% 2 +1.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 13.7 4.3% 3 +0.4 pp +1.0 pp +4.3 pp +4.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 13.4 3.6% 3 +0.1 pp -0.1 pp +3.6 pp +3.6 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 13.4 5.7% 3 +0.2 pp +0.6 pp +5.7 pp +5.7 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 13.4 5.4% 3 +2.5 pp +2.8 pp +5.4 pp +5.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 13.2 3.8% 3 +1.2 pp +0.4 pp +3.8 pp +3.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 13.2 0.6% 3 -0.4 pp -0.1 pp +0.6 pp +0.6 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 13.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 12.8 0.5% 3 -0.6 pp +0.2 pp +0.5 pp +0.5 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 12.8 2.1% 3 +0.1 pp +0.5 pp +2.1 pp +2.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 12.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 12.3 2.9% 3 +0.6 pp +0.8 pp +2.9 pp +2.9 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 12.1 0.3% 3 -0.3 pp -0.3 pp +0.3 pp +0.3 pp
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☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 12.0 3.6% 3 -0.2 pp -0.4 pp +3.6 pp +3.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 11.6 3.7% 3 +0.4 pp +0.6 pp +3.7 pp +3.7 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 11.5 3.4% 3 +0.2 pp +1.1 pp +3.4 pp +3.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 11.3 1.9% 3 -0.3 pp +0.0 pp +1.9 pp +1.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 11.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 11.2 8.0% 3 +0.4 pp +0.4 pp +8.0 pp +8.0 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 11.1 10.8% 3 +2.3 pp +2.2 pp +10.8 pp +10.8 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.9 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +1.3 pp
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☆True Vision MN LLC CIK 0002013460 0.163 98 10.8 5.5% 3 -0.0 pp +0.8 pp +5.5 pp +5.5 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 10.3 1.1% 3 +0.2 pp +0.4 pp +1.1 pp +1.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 10.3 5.2% 3 -0.1 pp +1.0 pp +5.2 pp +5.2 pp
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☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 10.2 4.3% 3 -0.1 pp +0.7 pp +4.3 pp +4.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 10.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 10.0 4.2% 4 +0.1 pp +0.1 pp -0.3 pp +4.2 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 9.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 9.8 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 9.7 1.1% 3 +0.9 pp +1.0 pp +1.1 pp +1.1 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 9.6 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 9.5 5.4% 3 +0.0 pp +0.3 pp +5.4 pp +5.4 pp
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☆M1 Capital Management LLC CIK 0001976157 0.144 113 9.3 3.9% 4 +0.3 pp +0.1 pp -0.3 pp +3.9 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 9.3 2.0% 3 +0.1 pp -0.0 pp +2.0 pp +2.0 pp
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☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 8.7 5.9% 3 +0.1 pp +0.3 pp +5.9 pp +5.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 8.6 3.2% 3 -0.1 pp +0.2 pp +3.2 pp +3.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 8.5 5.3% 3 +0.0 pp +0.6 pp +5.3 pp +5.3 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 8.5 2.7% 3 +0.2 pp +0.8 pp +2.7 pp +2.7 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 8.4 3.7% 4 +0.1 pp +0.3 pp +0.7 pp +3.7 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 8.4 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
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☆Lantz Financial LLC CIK 0001766883 0.334 259 8.1 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
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☆ORG Partners LLC CIK 0001979372 0.288 1708 8.0 1.4% 3 +0.3 pp +0.7 pp +1.4 pp +1.4 pp
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☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.0 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
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☆Advus Financial Partners, LLC CIK 2150676 0.419 261 7.0 1.7% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
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☆Payne Capital LLC CIK 0002094426 0.375 59 6.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
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☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 6.5 2.2% 3 +0.0 pp +0.3 pp +2.2 pp +2.2 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 3 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 3 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank & Trust Co CIK 0002026082 0.255 303 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 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% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 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% 5 -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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 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% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.202 780 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 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 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.336 323 0.0 0.0% 0 -5.4 pp -4.5 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -10.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -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% 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 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 -5.6 pp -4.6 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
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.0 0.0% 0 -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% 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
☆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
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -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% 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 +0.0 pp -3.9 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.9 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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 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 +0.0 pp -4.5 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 -0.2 pp -0.3 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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.2 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
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -2.1 pp -2.4 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
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -1.7 pp -1.3 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
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.8 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
☆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
☆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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -1.9 pp -0.4 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
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -2.4 pp -1.6 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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