Signals

← Signals

☆DFAC

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

Flow ranking

Rank#4
Score / z33.522 / 42.91
Consensus378.66 over 682 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,027.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,965.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1,468.4 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1,394.1 21.2% 1 +21.2 pp +21.2 pp +21.2 pp +21.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 624.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 557.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 462.8 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 385.0 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 382.1 33.6% 1 +33.6 pp +33.6 pp +33.6 pp +33.6 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 319.9 50.7% 1 +50.7 pp +50.7 pp +50.7 pp +50.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 315.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆BLACK POINT WEALTH MANAGEMENT CIK 0002032846 0.887 5 288.3 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 288.0 43.0% 1 +43.0 pp +43.0 pp +43.0 pp +43.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 281.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 264.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 229.2 28.3% 1 +28.3 pp +28.3 pp +28.3 pp +28.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 216.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 198.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 192.0 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 181.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 179.2 20.5% 1 +20.5 pp +20.5 pp +20.5 pp +20.5 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 177.9 29.6% 1 +29.6 pp +29.6 pp +29.6 pp +29.6 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 173.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 172.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 171.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 167.5 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 164.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 164.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 155.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 152.3 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 150.2 29.3% 1 +29.3 pp +29.3 pp +29.3 pp +29.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 150.1 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 146.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 146.2 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 144.9 25.5% 1 +25.5 pp +25.5 pp +25.5 pp +25.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 143.3 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 141.4 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 139.8 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 134.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 131.3 19.8% 1 +19.8 pp +19.8 pp +19.8 pp +19.8 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 128.8 61.1% 1 +61.1 pp +61.1 pp +61.1 pp +61.1 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 128.6 35.4% 1 +35.4 pp +35.4 pp +35.4 pp +35.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 126.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 126.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 125.8 36.5% 1 +36.5 pp +36.5 pp +36.5 pp +36.5 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 125.2 29.6% 1 +29.6 pp +29.6 pp +29.6 pp +29.6 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 122.6 32.3% 1 +32.3 pp +32.3 pp +32.3 pp +32.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 121.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 121.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 121.2 30.9% 1 +30.9 pp +30.9 pp +30.9 pp +30.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 121.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 120.4 20.9% 3 -1.4 pp -2.6 pp +20.9 pp +20.9 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 117.9 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 115.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 115.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 113.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 113.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 112.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 110.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 109.5 24.6% 1 +24.6 pp +24.6 pp +24.6 pp +24.6 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 108.0 21.1% 1 +21.1 pp +21.1 pp +21.1 pp +21.1 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 107.2 37.8% 1 +37.8 pp +37.8 pp +37.8 pp +37.8 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 100.9 25.8% 1 +25.8 pp +25.8 pp +25.8 pp +25.8 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 96.8 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 96.8 43.5% 1 +43.5 pp +43.5 pp +43.5 pp +43.5 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 96.7 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
☆New Capital Management LP CIK 0001696731 0.833 60 94.8 26.5% 1 +26.5 pp +26.5 pp +26.5 pp +26.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 94.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 91.7 40.3% 1 +40.3 pp +40.3 pp +40.3 pp +40.3 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 90.2 34.0% 1 +34.0 pp +34.0 pp +34.0 pp +34.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 89.5 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 89.1 22.2% 1 +22.2 pp +22.2 pp +22.2 pp +22.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 87.6 40.8% 3 -0.6 pp -2.7 pp +40.8 pp +40.8 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 87.6 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 85.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 85.2 50.5% 1 +50.5 pp +50.5 pp +50.5 pp +50.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 84.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 83.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 82.5 23.5% 1 +23.5 pp +23.5 pp +23.5 pp +23.5 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 79.3 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 79.1 4.3% 2 +1.5 pp +4.3 pp +4.3 pp +4.3 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 78.5 33.3% 1 +33.3 pp +33.3 pp +33.3 pp +33.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 77.1 22.9% 1 +22.9 pp +22.9 pp +22.9 pp +22.9 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 76.2 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 76.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 75.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 73.3 37.7% 1 +37.7 pp +37.7 pp +37.7 pp +37.7 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 72.9 23.4% 1 +23.4 pp +23.4 pp +23.4 pp +23.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 72.0 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 71.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 71.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 71.0 24.6% 1 +24.6 pp +24.6 pp +24.6 pp +24.6 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 70.8 44.6% 1 +44.6 pp +44.6 pp +44.6 pp +44.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 68.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 68.2 1.8% 3 -0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 67.7 25.7% 1 +25.7 pp +25.7 pp +25.7 pp +25.7 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 66.7 43.3% 1 +43.3 pp +43.3 pp +43.3 pp +43.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 66.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 66.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 66.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 65.0 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 64.9 22.4% 1 +22.4 pp +22.4 pp +22.4 pp +22.4 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 63.4 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 63.3 26.6% 1 +26.6 pp +26.6 pp +26.6 pp +26.6 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 63.1 29.4% 1 +29.4 pp +29.4 pp +29.4 pp +29.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 62.6 21.1% 1 +21.1 pp +21.1 pp +21.1 pp +21.1 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 62.2 45.2% 1 +45.2 pp +45.2 pp +45.2 pp +45.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 62.1 30.3% 1 +30.3 pp +30.3 pp +30.3 pp +30.3 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 61.1 38.4% 1 +38.4 pp +38.4 pp +38.4 pp +38.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 60.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 60.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 59.9 20.8% 1 +20.8 pp +20.8 pp +20.8 pp +20.8 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 58.7 46.5% 1 +46.5 pp +46.5 pp +46.5 pp +46.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 56.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 56.2 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 56.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 54.0 25.6% 1 +25.6 pp +25.6 pp +25.6 pp +25.6 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 52.9 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 52.5 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 52.4 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 51.9 28.8% 1 +28.8 pp +28.8 pp +28.8 pp +28.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 51.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 50.9 26.3% 1 +26.3 pp +26.3 pp +26.3 pp +26.3 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 50.4 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 49.7 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 49.1 21.7% 1 +21.7 pp +21.7 pp +21.7 pp +21.7 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 48.5 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 47.2 20.8% 1 +20.8 pp +20.8 pp +20.8 pp +20.8 pp
☆Trust Co of the South CIK 0002008165 0.815 146 47.0 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 46.9 24.7% 1 +24.7 pp +24.7 pp +24.7 pp +24.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 46.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 46.0 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 45.4 25.0% 1 +25.0 pp +25.0 pp +25.0 pp +25.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 44.8 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 44.6 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 44.5 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 43.8 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 43.5 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 42.7 29.5% 1 +29.5 pp +29.5 pp +29.5 pp +29.5 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 42.2 19.3% 1 +19.3 pp +19.3 pp +19.3 pp +19.3 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 42.2 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 41.9 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 41.6 31.9% 2 -0.3 pp +31.9 pp +31.9 pp +31.9 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 41.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 40.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 40.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 39.6 24.3% 2 +0.3 pp +24.3 pp +24.3 pp +24.3 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 39.6 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 39.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 39.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 38.5 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 36.6 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.5 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 36.3 23.0% 1 +23.0 pp +23.0 pp +23.0 pp +23.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 35.6 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 34.9 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 34.8 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 34.8 21.1% 1 +21.1 pp +21.1 pp +21.1 pp +21.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 34.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 34.4 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 34.3 30.5% 1 +30.5 pp +30.5 pp +30.5 pp +30.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 34.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 33.9 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 33.7 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 33.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 33.6 22.9% 2 -0.5 pp +22.9 pp +22.9 pp +22.9 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 33.2 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 33.1 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 33.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 32.8 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 32.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 31.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 31.0 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 30.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 30.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 30.2 22.6% 1 +22.6 pp +22.6 pp +22.6 pp +22.6 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 30.1 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 29.7 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 29.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 29.3 5.9% 3 +0.0 pp -0.1 pp +5.9 pp +5.9 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 29.3 18.4% 3 +0.2 pp -0.5 pp +18.4 pp +18.4 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 28.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 28.5 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 28.5 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 28.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 27.7 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 27.3 21.9% 1 +21.9 pp +21.9 pp +21.9 pp +21.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 27.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 27.3 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 27.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 27.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 26.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 26.7 24.4% 1 +24.4 pp +24.4 pp +24.4 pp +24.4 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 26.6 19.8% 1 +19.8 pp +19.8 pp +19.8 pp +19.8 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 26.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 26.3 21.2% 1 +21.2 pp +21.2 pp +21.2 pp +21.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 26.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 26.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 25.9 9.7% 3 +0.7 pp -0.2 pp +9.7 pp +9.7 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 25.8 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 25.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 25.4 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 25.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 25.1 15.7% 2 +1.0 pp +15.7 pp +15.7 pp +15.7 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 25.1 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 25.1 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 25.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 24.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 24.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 23.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 23.7 19.4% 1 +19.4 pp +19.4 pp +19.4 pp +19.4 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 23.5 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 22.2 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 22.1 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 21.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 21.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 21.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 20.9 11.2% 2 +0.4 pp +11.2 pp +11.2 pp +11.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 20.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 20.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 20.3 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 20.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 19.7 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 19.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 19.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 19.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 18.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 18.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 18.5 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 18.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 17.8 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 17.6 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 17.3 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 17.3 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 16.8 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 16.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆tru Independence LLC CIK 0001785445 0.641 108 16.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 16.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 16.3 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 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 16.3 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 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 15.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 15.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 15.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 15.6 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 15.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 14.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 14.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 14.4 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 14.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 14.1 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 14.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 13.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 13.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 13.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 13.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 13.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 13.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 12.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 12.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 12.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 12.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 12.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 11.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 11.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 11.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 11.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 11.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 11.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 11.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 11.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 11.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 11.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 10.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 10.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 10.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 10.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 10.7 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 10.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 10.5 6.6% 2 +0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 10.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 10.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 10.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Avion Wealth CIK 0001792704 0.773 1750 10.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 9.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 9.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 9.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 9.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 8.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 8.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 8.6 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 8.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 8.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 8.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 8.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 8.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 8.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 7.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 7.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 7.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 7.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 7.4 4.0% 2 -0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 7.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 7.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 7.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 6.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 6.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 6.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 6.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 6.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 6.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 6.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 6.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 6.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 5.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 5.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 5.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 5.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 5.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 5.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 5.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 5.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 5.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 5.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WPWealth LLP CIK 0001950118 0.866 103 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 4.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
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☆M Wealth Management, LLC CIK 0002026150 0.583 57 4.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Everest Private Wealth CIK 0002056683 0.390 85 4.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 4.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 3.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Intelligent Financial Strategies CIK 0001911000 0.786 60 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Orion Capital Management LLC CIK 0001846758 0.392 504 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.3 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategent Financial, LLC CIK 0002052737 0.741 41 2.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 2.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Brooklyn FI, LLC CIK 0001916123 0.652 434 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.842 30 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Rise Advisors, LLC CIK 0001831316 0.684 103 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Heritage Wealth Advisors CIK 0001591122 0.892 703 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DFAC). Qtrs Held counts distinct quarters this fund has actually held DFAC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAC position size. Δ columns are the percentage-point change in DFAC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status