Signals

← Signals

☆DYNF

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

Flow ranking

Rank#161
Score / z1.439 / 1.29
Consensus236.21 over 487 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)
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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 6,339.1 1.7% 4 -0.3 pp -0.2 pp +0.6 pp +1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2,548.3 0.7% 4 -0.1 pp -0.0 pp +0.1 pp +0.7 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 1,700.0 11.4% 3 +1.9 pp +1.8 pp +11.4 pp +11.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,433.3 0.0% 4 +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 1,010.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 933.0 0.2% 4 +0.0 pp +0.0 pp +0.1 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 679.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 643.6 5.6% 4 -0.1 pp +0.6 pp +1.2 pp +5.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 455.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 433.4 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 421.1 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 413.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 382.2 2.1% 4 +0.4 pp +0.4 pp +0.8 pp +2.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 364.7 6.6% 4 +0.3 pp +0.2 pp +0.4 pp +6.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 272.4 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 259.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 220.2 2.2% 4 -0.4 pp -0.4 pp +0.0 pp +2.2 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 210.2 10.1% 4 -0.2 pp +0.3 pp +1.6 pp +10.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 208.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 200.4 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 195.1 1.5% 4 +0.0 pp +0.1 pp +0.4 pp +1.5 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 193.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 178.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 156.7 1.9% 4 -0.6 pp -0.6 pp -0.2 pp +1.9 pp
☆JB Capital LLC CIK 0001879371 0.629 280 145.0 5.9% 4 -1.3 pp -1.3 pp -0.0 pp +5.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 143.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 143.2 0.8% 4 -0.2 pp +0.1 pp -0.0 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 133.1 0.9% 4 +0.0 pp +0.2 pp +0.2 pp +0.9 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 132.0 15.5% 2 -0.2 pp +15.5 pp +0.4 pp +15.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 124.1 2.2% 4 -0.0 pp +0.1 pp +0.5 pp +2.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 122.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 120.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 111.0 1.3% 4 +0.5 pp +0.6 pp +0.6 pp +1.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 102.7 0.8% 4 -0.4 pp -0.0 pp +0.1 pp +0.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 102.0 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 99.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 87.3 3.9% 4 -1.2 pp -1.0 pp -1.6 pp +3.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 77.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 76.5 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 72.7 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 72.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 67.9 7.5% 2 -0.3 pp +7.5 pp +7.5 pp +7.5 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 63.2 2.5% 4 -0.0 pp +0.0 pp +0.0 pp +2.5 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 63.0 4.1% 4 -0.2 pp +0.0 pp +0.8 pp +4.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 62.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 62.2 2.2% 4 -0.5 pp -0.5 pp -0.0 pp +2.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 61.2 0.7% 4 -0.1 pp -0.1 pp +0.1 pp +0.7 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 60.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 59.4 1.4% 4 -0.3 pp -0.1 pp +0.2 pp +1.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 58.7 3.3% 4 -0.2 pp +0.6 pp +0.1 pp +3.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 57.6 1.3% 4 +0.3 pp +0.6 pp +1.3 pp +1.3 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 57.5 1.0% 4 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 51.1 1.0% 4 -0.0 pp +0.2 pp +0.6 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 50.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 48.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 48.4 6.2% 4 +2.6 pp +2.7 pp +2.8 pp +6.2 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 48.3 4.6% 4 +0.1 pp +0.3 pp +0.8 pp +4.6 pp
☆KWB Wealth CIK 0001822236 0.452 169 48.3 4.8% 4 +0.1 pp +0.4 pp +0.4 pp +4.8 pp
☆TSFG, LLC CIK 0001800513 0.413 891 48.0 7.3% 4 -0.2 pp +1.6 pp +3.4 pp +7.3 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 45.9 6.1% 3 +1.3 pp +1.4 pp +6.1 pp +6.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 45.7 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆MA Private Wealth CIK 0001767474 0.750 88 45.5 7.7% 4 -0.3 pp +0.4 pp +0.6 pp +7.7 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 43.6 5.9% 4 -1.1 pp -1.2 pp -0.2 pp +5.9 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 42.7 12.4% 2 -0.6 pp +12.4 pp +12.4 pp +12.4 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 42.4 6.5% 4 +0.2 pp +0.1 pp +0.3 pp +6.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 40.4 5.5% 4 -1.1 pp -0.8 pp +0.0 pp +5.5 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 38.7 4.2% 4 -3.4 pp -3.3 pp -3.4 pp +4.2 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 37.8 7.5% 4 -1.1 pp -0.8 pp +0.1 pp +7.5 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 37.6 2.6% 4 -0.5 pp -0.5 pp -0.1 pp +2.6 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 36.8 5.9% 4 -0.4 pp +0.2 pp +0.3 pp +5.9 pp
☆EQ LLC CIK 0001757605 0.412 87 36.5 10.3% 4 +0.3 pp -0.3 pp +1.2 pp +10.3 pp
☆Embree Financial Group CIK 0002020860 0.466 283 36.5 4.3% 4 +0.4 pp +1.9 pp +4.0 pp +4.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 36.5 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 36.4 6.3% 4 -0.2 pp +0.0 pp +0.8 pp +6.3 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 36.2 3.8% 4 +0.7 pp +1.7 pp +1.8 pp +3.8 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 35.5 5.7% 4 -0.9 pp -1.0 pp -0.2 pp +5.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 34.9 1.3% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 34.7 2.8% 4 -0.5 pp -0.6 pp -0.4 pp +2.8 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 34.5 1.9% 4 +0.0 pp +0.1 pp +0.3 pp +1.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 34.0 0.4% 4 +0.3 pp +0.2 pp +0.2 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 33.9 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 33.6 0.6% 4 -0.1 pp -0.0 pp +0.2 pp +0.6 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 33.4 6.0% 4 -0.2 pp -0.4 pp +0.4 pp +6.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 31.9 0.3% 6 -0.0 pp +0.0 pp +0.2 pp +0.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 31.9 3.2% 4 +0.1 pp +0.3 pp +0.8 pp +3.2 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 31.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 31.6 2.2% 4 -0.3 pp +0.4 pp +0.4 pp +2.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 31.0 0.8% 4 -0.4 pp -0.0 pp +0.0 pp +0.8 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 30.7 18.9% 4 +1.3 pp -1.2 pp +5.4 pp +18.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 30.4 0.0% 4 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 30.3 14.3% 4 -0.2 pp +2.2 pp +1.9 pp +14.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 30.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 29.3 0.9% 4 -0.4 pp -0.4 pp -0.3 pp +0.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 29.0 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 28.9 3.6% 4 -0.1 pp -0.3 pp -0.3 pp +3.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 28.3 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆BARINGS LLC CIK 0000009015 0.845 191 28.1 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 27.6 3.1% 4 -0.1 pp -0.0 pp +0.1 pp +3.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 27.4 3.8% 4 +0.3 pp +0.2 pp +0.6 pp +3.8 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 26.9 3.4% 4 -0.6 pp -0.5 pp +0.2 pp +3.4 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 26.2 1.5% 4 +0.0 pp +0.3 pp +0.6 pp +1.5 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 26.0 3.1% 4 +0.6 pp +1.2 pp +1.4 pp +3.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 25.3 3.5% 4 -0.9 pp -0.7 pp +0.1 pp +3.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 25.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 25.2 5.4% 4 -0.2 pp +1.8 pp +1.9 pp +5.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 25.1 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 25.1 3.6% 4 -0.1 pp +0.3 pp +0.3 pp +3.6 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 25.0 4.3% 4 -0.5 pp +0.1 pp +0.9 pp +4.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 24.9 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 24.8 8.5% 2 +8.4 pp +8.5 pp +8.5 pp +8.5 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 24.8 8.9% 4 -0.3 pp +4.4 pp +4.3 pp +8.9 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 24.8 3.1% 4 +1.0 pp +1.3 pp +2.2 pp +3.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 24.6 5.6% 4 -1.5 pp -1.2 pp -0.1 pp +5.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 24.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 24.5 0.9% 4 -0.1 pp -0.1 pp -0.0 pp +0.9 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 24.0 3.8% 4 -1.4 pp -1.3 pp -0.5 pp +3.8 pp
☆EWA, LLC CIK 0001835252 0.457 332 24.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 24.0 0.6% 4 -0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 23.8 3.4% 4 -0.2 pp -0.4 pp -0.2 pp +3.4 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 23.8 5.0% 3 +3.6 pp +4.3 pp +5.0 pp +5.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 23.8 5.2% 4 -1.2 pp -1.2 pp -1.1 pp +5.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 23.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 23.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 23.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 23.2 5.3% 4 +0.2 pp +1.6 pp +3.2 pp +5.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 22.9 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 22.7 1.3% 2 +1.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 22.7 1.3% 4 -0.3 pp +0.2 pp +0.3 pp +1.3 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 22.6 1.2% 4 -0.3 pp -0.2 pp +0.0 pp +1.2 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 22.5 7.6% 4 -0.0 pp +0.1 pp +1.5 pp +7.6 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 22.5 5.1% 4 -0.2 pp -0.2 pp -0.2 pp +5.1 pp
☆Tull Financial Group, Inc. CIK 0001769060 0.849 35 22.3 10.0% 4 +4.2 pp +4.5 pp +4.8 pp +10.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 22.2 4.3% 4 +1.5 pp +2.1 pp +2.3 pp +4.3 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 22.1 6.5% 4 -1.2 pp -0.2 pp -0.1 pp +6.5 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 22.0 2.3% 4 -0.3 pp -0.3 pp -0.4 pp +2.3 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 21.8 3.1% 4 +0.1 pp +0.5 pp +0.6 pp +3.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 21.5 2.1% 4 -0.5 pp -0.2 pp +0.4 pp +2.1 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 21.3 8.9% 4 +0.1 pp +2.4 pp +2.9 pp +8.9 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 21.0 5.1% 4 -3.2 pp -3.1 pp -1.0 pp +5.1 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 20.7 4.2% 4 -0.3 pp +0.1 pp +1.4 pp +4.2 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 20.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 20.3 1.4% 4 +0.0 pp +0.2 pp +0.8 pp +1.4 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 19.9 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 19.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 19.5 1.8% 4 -0.5 pp -1.5 pp -1.4 pp +1.8 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 19.4 8.4% 5 -0.6 pp -0.1 pp +3.1 pp +0.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 19.4 4.2% 4 +0.3 pp +0.4 pp +1.5 pp +4.2 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 19.3 9.0% 4 -3.4 pp -2.6 pp -0.5 pp +9.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 19.2 6.0% 4 +0.1 pp -0.0 pp -0.1 pp +6.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 19.2 1.5% 4 -0.1 pp -0.2 pp +0.2 pp +1.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 19.1 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 19.1 1.5% 4 -0.3 pp -0.3 pp -0.1 pp +1.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 18.9 4.3% 4 +0.3 pp +0.8 pp +1.1 pp +4.3 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 18.7 2.5% 4 -0.1 pp -0.1 pp +1.2 pp +2.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 18.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.6 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 18.3 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 18.3 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 18.3 2.8% 4 +0.0 pp -0.1 pp +0.0 pp +2.8 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 18.3 4.9% 4 +0.6 pp +0.9 pp +1.6 pp +4.9 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 18.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 17.9 2.3% 4 +0.0 pp +2.0 pp +2.1 pp +2.3 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 17.5 5.4% 4 -2.0 pp -1.8 pp -0.6 pp +5.4 pp
☆HEMMING& WEALTH MANAGEMENT, INC. CIK 0001782624 0.795 16 17.5 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 17.4 5.0% 4 -1.0 pp -0.9 pp +0.4 pp +5.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 17.2 2.2% 4 -0.5 pp -0.5 pp -0.9 pp +2.2 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 16.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 16.9 5.5% 4 -1.2 pp -1.2 pp -0.1 pp +5.5 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 16.9 1.3% 4 -0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 16.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 16.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 16.6 1.0% 4 -0.2 pp -0.1 pp +0.1 pp +1.0 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 15.8 7.5% 4 +2.2 pp +2.4 pp +2.7 pp +7.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.8 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 15.8 6.2% 4 +0.9 pp +3.3 pp +3.7 pp +6.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 15.7 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 15.5 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 15.3 3.5% 4 -1.3 pp -0.2 pp +1.4 pp +3.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 15.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 14.7 5.3% 4 -1.8 pp -1.5 pp +0.0 pp +5.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 14.5 0.4% 4 -0.2 pp -0.6 pp -0.2 pp +0.4 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 14.2 7.5% 1 +7.5 pp -3.2 pp +7.5 pp +7.5 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 14.1 10.9% 3 -0.5 pp +5.4 pp +10.9 pp +10.9 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 14.1 2.7% 4 -0.1 pp -0.0 pp +0.0 pp +2.7 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 14.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 14.0 4.7% 4 -0.1 pp +0.7 pp +0.7 pp +4.7 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 13.9 1.3% 4 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 13.8 1.7% 4 -0.8 pp -0.6 pp +0.1 pp +1.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 13.6 0.4% 6 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 13.5 1.2% 4 +0.1 pp +1.0 pp +1.1 pp +1.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.4 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 13.4 3.5% 4 -0.8 pp -0.8 pp -0.1 pp +3.5 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 13.3 1.5% 4 -0.3 pp -0.3 pp -0.0 pp +1.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 13.1 1.5% 4 -0.5 pp -0.7 pp -0.4 pp +1.5 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 13.0 0.5% 4 +0.0 pp -0.6 pp +0.2 pp +0.5 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 12.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 12.9 4.2% 3 -0.9 pp -0.4 pp +4.2 pp +4.2 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 12.8 7.3% 4 +2.2 pp +2.9 pp +5.4 pp +7.3 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 12.7 3.2% 4 -0.4 pp -0.4 pp +0.1 pp +3.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 12.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 12.6 4.3% 3 -0.4 pp +1.3 pp +4.3 pp +4.3 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 12.4 2.6% 3 +1.4 pp +2.4 pp +2.6 pp +2.6 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 12.2 6.1% 4 +0.2 pp +0.9 pp +5.7 pp +6.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 12.2 0.3% 5 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Argent Trust Co CIK 0001625292 0.533 769 12.1 0.4% 4 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 12.1 2.8% 3 +0.6 pp +2.7 pp +2.8 pp +2.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.9 0.3% 4 -0.0 pp -0.3 pp -0.3 pp +0.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 11.7 3.4% 4 -0.4 pp +0.8 pp -0.0 pp +3.4 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 11.7 3.7% 4 -0.0 pp +0.4 pp +0.6 pp +3.7 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 11.6 1.4% 4 -0.3 pp -0.3 pp +0.0 pp +1.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 11.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 11.3 4.7% 4 -1.2 pp -0.6 pp +0.1 pp +4.7 pp
☆ADE, LLC CIK 0001845950 0.661 93 11.2 5.4% 2 +0.6 pp +5.4 pp +5.4 pp +5.4 pp
☆Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 10.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 10.7 10.6% 4 -0.2 pp +2.1 pp +2.0 pp +10.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 10.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆LiftPoint Family Wealth Advisors LLC CIK 0002110810 0.379 68 10.7 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 10.6 1.6% 4 -0.4 pp -0.3 pp +0.1 pp +1.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 10.6 1.2% 4 +0.9 pp +1.0 pp +1.0 pp +1.2 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 10.5 7.7% 4 -0.3 pp +0.1 pp +0.2 pp +7.7 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 10.5 3.3% 4 -0.3 pp -0.5 pp -0.8 pp +3.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 10.4 0.5% 4 -0.1 pp -0.0 pp +0.1 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 10.3 0.3% 4 +0.2 pp -0.1 pp +0.2 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 10.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 10.2 4.6% 4 -1.2 pp -1.2 pp -0.5 pp +4.6 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 10.1 2.6% 4 -0.8 pp -0.6 pp +0.3 pp +2.6 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 10.1 2.8% 4 -0.8 pp -0.7 pp -0.8 pp +2.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 9.9 2.6% 4 +0.3 pp +0.5 pp +0.6 pp +2.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 9.9 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 9.8 4.5% 5 +0.7 pp +0.9 pp +0.8 pp +0.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 9.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 9.8 2.4% 4 -0.7 pp -0.4 pp +0.3 pp +2.4 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 9.7 1.6% 4 -0.3 pp -0.6 pp -0.3 pp +1.6 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 9.6 1.1% 4 -0.1 pp +0.1 pp +0.4 pp +1.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 9.6 0.2% 2 +0.0 pp +0.2 pp -0.1 pp -0.1 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 9.6 4.9% 4 -0.6 pp -0.6 pp +0.2 pp +4.9 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 9.5 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 9.5 1.3% 3 -0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 9.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 9.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 9.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 9.1 4.0% 4 -0.4 pp -0.4 pp +0.4 pp +4.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 9.0 2.0% 4 -0.0 pp +0.1 pp -0.0 pp +2.0 pp
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☆Hoese & Co LLP CIK 0001840268 0.583 183 8.9 6.6% 4 +3.0 pp +5.6 pp +6.4 pp +6.6 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 8.9 2.3% 3 -0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 8.8 0.5% 4 -0.1 pp +0.4 pp +0.4 pp +0.5 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 8.8 1.0% 4 -0.3 pp -0.2 pp -0.3 pp +1.0 pp
☆Polaris Investment Advisors, LLC CIK 0002103332 0.299 78 8.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 8.7 5.8% 4 -0.1 pp -0.0 pp +0.2 pp +5.8 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 8.7 1.6% 4 -0.1 pp -0.1 pp -0.2 pp +1.6 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 8.6 0.2% 3 -1.3 pp -1.2 pp +0.2 pp +0.2 pp
☆Town Capital LLC CIK 1871352 0.216 75 8.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
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☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 8.6 1.1% 4 +0.1 pp +0.2 pp +0.3 pp +1.1 pp
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☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 8.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 8.4 3.7% 5 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
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☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 8.4 4.3% 4 -0.9 pp -0.9 pp +0.1 pp +4.3 pp
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☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 8.1 2.7% 2 +2.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 8.0 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 8.0 5.4% 4 +1.2 pp +0.9 pp +0.5 pp +5.4 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 8.0 1.9% 4 +0.3 pp +0.5 pp +0.8 pp +1.9 pp
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☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 7.9 2.9% 4 -0.3 pp -0.4 pp -0.1 pp +2.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 7.9 4.5% 4 -0.9 pp -0.9 pp -0.6 pp +4.5 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 7.8 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 7.7 3.8% 4 -1.0 pp -1.3 pp -0.7 pp +3.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 7.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 7.6 1.8% 4 +0.2 pp +0.9 pp +0.8 pp +1.8 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 7.5 1.5% 4 -0.2 pp -0.1 pp +0.2 pp +1.5 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 7.4 1.0% 4 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 7.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 7.4 0.4% 4 -0.1 pp +0.0 pp -0.1 pp +0.4 pp
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☆Advus Financial Partners, LLC CIK 2150676 0.419 261 7.2 1.8% 6 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 7.2 2.9% 4 -0.4 pp -0.5 pp -0.5 pp +2.9 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 7.1 5.9% 2 -0.5 pp +5.9 pp +5.9 pp +5.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 7.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 7.0 3.0% 4 +0.1 pp +0.7 pp +0.9 pp +3.0 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 7.0 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 7.0 0.5% 3 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 6.9 3.0% 4 -0.2 pp -0.3 pp -0.8 pp +3.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 6.8 4.3% 4 -1.0 pp -0.9 pp -0.4 pp +4.3 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 6.8 2.1% 4 +0.1 pp +0.2 pp +0.4 pp +2.1 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 6.8 5.6% 4 -0.1 pp -0.0 pp +0.2 pp +5.6 pp
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☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 6.7 2.5% 4 +0.0 pp +0.2 pp +0.7 pp +2.5 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 6.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 6.4 0.4% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆5T Wealth, LLC CIK 0002039313 0.300 134 6.2 2.5% 4 -0.4 pp -0.4 pp -0.2 pp +2.5 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 6.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 6.0 3.5% 6 +1.8 pp +2.3 pp +2.3 pp +2.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.9 3.4% 4 -0.2 pp +0.0 pp +0.3 pp +3.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.7 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
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☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 5.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 5.6 1.7% 5 -0.2 pp -0.3 pp +0.0 pp +0.1 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 5.6 2.2% 4 +0.2 pp +0.1 pp -0.1 pp +2.2 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 5.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 5.6 1.2% 4 +0.4 pp +0.4 pp +0.4 pp +1.2 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 5.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 5.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 5.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 5.2 4.8% 2 -1.9 pp +4.8 pp +4.8 pp +4.8 pp
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☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 5.2 0.6% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 5.2 2.6% 4 +0.9 pp +0.3 pp +0.1 pp +2.6 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.1 1.8% 4 -0.4 pp -0.4 pp -0.1 pp +1.8 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 5.0 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 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 5.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 4.9 2.9% 4 +0.0 pp +1.7 pp +2.3 pp +2.9 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 4.9 0.8% 4 +0.0 pp +0.4 pp +0.5 pp +0.8 pp
☆Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 4.9 4.0% 5 -1.2 pp -1.2 pp -0.3 pp -0.2 pp
☆Sheridan Capital Management, LLC CIK 0001926753 0.756 31 4.8 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 4.6 1.5% 4 +0.0 pp +0.5 pp +0.8 pp +1.5 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 4.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.6 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 4.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 4.5 1.7% 4 -0.1 pp -0.1 pp +0.0 pp +1.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.5 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 4.3 0.1% 4 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 4.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 4.2 0.6% 4 +0.0 pp +0.1 pp +0.4 pp +0.6 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 4.2 2.3% 4 -0.1 pp -0.2 pp -0.1 pp +2.3 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 4.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 4.0 3.1% 5 -0.4 pp -0.3 pp +0.2 pp +0.4 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 4.0 1.3% 4 +0.0 pp +0.4 pp +0.4 pp +1.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 4.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 4.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 3.9 0.6% 4 -0.1 pp +0.0 pp +0.1 pp +0.6 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 3.9 1.2% 4 -0.1 pp -0.1 pp +0.1 pp +1.2 pp
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☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 3.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 3.7 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 3.6 1.7% 4 -0.3 pp -0.3 pp -0.3 pp +1.7 pp
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☆NOVEM GROUP CIK 0001926783 0.247 437 3.6 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 3.5 1.2% 4 +0.1 pp +0.9 pp +0.9 pp +1.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 3.5 2.5% 4 +0.4 pp +0.3 pp +1.1 pp +2.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 3.4 1.3% 4 -0.3 pp -0.3 pp -0.1 pp +1.3 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 3.4 2.3% 4 -0.4 pp -0.5 pp -0.3 pp +2.3 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.4 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
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☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 3.3 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 3.1 1.2% 4 +0.0 pp +0.2 pp +0.2 pp +1.2 pp
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☆Vantage Point Financial LLC CIK 0002048892 0.331 185 3.0 1.1% 4 -0.2 pp -0.1 pp +0.1 pp +1.1 pp
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☆J.M. Arbour, LLC CIK 0002099154 0.056 132 2.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
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☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 2.9 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 2.8 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
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☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.6 1.4% 4 -0.2 pp -0.2 pp +0.0 pp +1.4 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 2.6 1.3% 4 -0.1 pp -0.1 pp +0.1 pp +1.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 2.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 2.5 1.6% 4 -0.5 pp -0.7 pp -0.2 pp +1.6 pp
☆Capital Asset Managemnet, LLC CIK 0002123739 0.000 45 2.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.4 0.2% 2 +0.0 pp +0.2 pp +0.0 pp +0.2 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 2.4 1.6% 4 +0.0 pp -0.0 pp +0.2 pp +1.6 pp
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☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 2.4 0.7% 4 -0.2 pp -0.1 pp -0.1 pp +0.7 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 2.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 2.3 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.2 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 2.2 1.1% 4 +0.2 pp +0.3 pp +0.4 pp +1.1 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 2.2 0.3% 4 -6.6 pp +0.2 pp -5.4 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 2.2 0.2% 4 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 2.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 2.1 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 2.0 1.4% 4 -0.1 pp -0.1 pp +0.1 pp +1.4 pp
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☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 2.0 1.1% 4 -0.1 pp -0.1 pp +0.2 pp +1.1 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 2.0 1.3% 6 +0.1 pp +0.3 pp +0.5 pp +0.3 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 2.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
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☆First Citizens Financial Corp CIK 0001800597 0.303 139 1.9 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
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☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 1.9 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.9 1.1% 4 -0.8 pp -0.6 pp +0.4 pp +1.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.8 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.8 0.5% 4 -0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 1.7 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.7 2.7% 2 -1.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.7 0.0% 2 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.7 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.6 0.7% 4 -0.3 pp -0.4 pp -0.2 pp +0.7 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.6 1.0% 4 -0.2 pp -0.0 pp +0.2 pp +1.0 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 1.6 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Asempa Wealth Advisors CIK 0002099967 0.192 115 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 1.5 0.5% 4 -0.4 pp -0.3 pp -0.1 pp +0.5 pp
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☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.5 1.5% 4 -0.1 pp -0.8 pp +0.0 pp +1.5 pp
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☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.4 0.1% 4 +0.0 pp -0.2 pp -0.1 pp +0.1 pp
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☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.3 0.0% 4 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
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☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 1.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 1.2 1.4% 4 +0.3 pp +0.7 pp +1.0 pp +1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.2 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 1.2 0.6% 3 -0.2 pp +0.1 pp +0.6 pp +0.6 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 1.2 0.9% 4 +0.2 pp +0.4 pp +0.5 pp +0.9 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.1 0.3% 4 -0.6 pp -0.3 pp -1.0 pp +0.3 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.1 0.8% 3 -0.2 pp -0.1 pp +0.8 pp +0.8 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 1.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.0 0.0% 0 -0.1 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.1 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 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
☆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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.2 pp -0.2 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
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -4.2 pp -4.1 pp -4.1 pp -4.5 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -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% 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.5 pp -0.5 pp -0.4 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.5 pp -0.3 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
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -0.8 pp -1.1 pp -0.3 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -1.9 pp -0.4 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆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
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -5.7 pp -5.5 pp -4.7 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -1.4 pp -1.1 pp -0.7 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -5.6 pp -4.6 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -5.4 pp -4.5 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆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
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆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
☆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
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -7.0 pp -6.7 pp -5.8 pp +0.0 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -1.8 pp -1.7 pp -1.6 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
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 +0.0 pp -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -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% 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -1.4 pp -1.9 pp -1.8 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -2.1 pp -2.4 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -1.0 pp -1.2 pp -1.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 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 +0.0 pp -1.7 pp -1.3 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 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
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.4 pp -0.4 pp -0.2 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 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
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -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% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 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
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 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
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.9 pp -0.8 pp -0.8 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -2.7 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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 0.0 0.0% 0 -0.0 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
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status