Signals

← Signals

☆DFAC

1133 in-universe funds with a nonzero position in DFAC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#2
Score / z33.375 / 47.46
Consensus388.31 over 705 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+42% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2,547.9 3.9% 3 -0.1 pp -0.7 pp +3.9 pp +3.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1,690.7 1.9% 4 -0.7 pp -1.3 pp -1.4 pp +1.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1,625.9 21.2% 3 +0.0 pp -0.1 pp +21.2 pp +21.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 702.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 631.0 7.7% 3 +2.9 pp +0.3 pp +7.7 pp +7.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 550.9 10.9% 3 -0.6 pp -1.7 pp +10.9 pp +10.9 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 524.7 32.2% 2 -19.7 pp +32.2 pp +32.2 pp +32.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 478.7 0.1% 3 -0.0 pp -0.4 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 459.2 34.2% 3 +0.3 pp +0.6 pp +34.2 pp +34.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 412.9 12.5% 3 -0.3 pp -0.9 pp +12.5 pp +12.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 360.7 45.6% 3 -1.8 pp -5.1 pp +45.6 pp +45.6 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 339.3 43.6% 3 -0.1 pp +0.6 pp +43.6 pp +43.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 317.7 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 315.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 297.8 2.4% 3 +0.8 pp +0.8 pp +2.4 pp +2.4 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 264.8 26.0% 3 +0.3 pp -2.2 pp +26.0 pp +26.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 257.4 15.2% 3 -1.6 pp -2.0 pp +15.2 pp +15.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 236.6 1.7% 3 -0.2 pp +1.3 pp +1.7 pp +1.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 236.1 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 227.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 217.0 11.6% 3 +0.3 pp +0.4 pp +11.6 pp +11.6 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 211.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 196.1 18.5% 3 -0.5 pp -2.0 pp +18.5 pp +18.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 191.9 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 191.8 7.1% 3 +0.4 pp +0.3 pp +7.1 pp +7.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 189.6 2.6% 3 -0.8 pp -2.0 pp +2.6 pp +2.6 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 188.2 17.1% 3 +0.6 pp +1.7 pp +17.1 pp +17.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 183.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 180.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 179.0 14.9% 3 -1.1 pp -1.2 pp +14.9 pp +14.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 178.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 176.7 26.1% 3 +1.3 pp +1.5 pp +26.1 pp +26.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 176.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 172.2 11.3% 3 +0.3 pp +0.4 pp +11.3 pp +11.3 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 168.5 25.2% 3 -0.6 pp -0.3 pp +25.2 pp +25.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 168.3 2.7% 3 +0.1 pp -0.0 pp +2.7 pp +2.7 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 160.9 6.4% 3 +0.1 pp +0.6 pp +6.4 pp +6.4 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 159.7 26.2% 3 -2.5 pp -3.0 pp +26.2 pp +26.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 158.4 8.5% 3 -0.1 pp -0.4 pp +8.5 pp +8.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 158.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 157.0 12.9% 3 +0.8 pp -0.2 pp +12.9 pp +12.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 156.0 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 149.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 148.3 32.6% 3 +0.7 pp +1.7 pp +32.6 pp +32.6 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 148.2 19.9% 3 -0.1 pp +0.1 pp +19.9 pp +19.9 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 147.7 34.5% 3 -1.0 pp -0.9 pp +34.5 pp +34.5 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 147.5 8.3% 3 +0.5 pp +0.6 pp +8.3 pp +8.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 145.6 20.5% 5 -0.1 pp -0.4 pp -1.7 pp -3.0 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 143.6 60.9% 3 -0.4 pp -0.2 pp +60.9 pp +60.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 143.2 0.2% 4 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 142.9 37.0% 3 -0.2 pp +0.5 pp +37.0 pp +37.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 139.7 13.0% 3 +0.1 pp +0.4 pp +13.0 pp +13.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 135.6 31.8% 3 +11.3 pp -0.6 pp +31.8 pp +31.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 131.5 4.9% 3 -0.3 pp -0.4 pp +4.9 pp +4.9 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 127.7 30.2% 3 +0.1 pp +0.6 pp +30.2 pp +30.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 123.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 121.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 120.0 22.8% 3 -2.0 pp -1.8 pp +22.8 pp +22.8 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 119.9 37.3% 3 -0.4 pp -0.5 pp +37.3 pp +37.3 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 116.4 2.8% 3 +0.1 pp +0.0 pp +2.8 pp +2.8 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 116.4 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 115.0 44.0% 3 +0.0 pp +0.5 pp +44.0 pp +44.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 114.9 19.8% 3 -1.1 pp -1.3 pp +19.8 pp +19.8 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 111.9 6.7% 3 -2.3 pp -6.5 pp +6.7 pp +6.7 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 110.9 25.3% 3 -0.2 pp -0.6 pp +25.3 pp +25.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 108.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 108.2 19.6% 3 -0.1 pp -0.7 pp +19.6 pp +19.6 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 107.9 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆New Capital Management LP CIK 0001696731 0.833 60 105.3 26.5% 3 -0.3 pp +0.0 pp +26.5 pp +26.5 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 103.2 15.9% 3 -0.5 pp -1.5 pp +15.9 pp +15.9 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 102.3 40.0% 3 +0.0 pp -0.3 pp +40.0 pp +40.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 101.3 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 101.1 33.2% 3 -0.6 pp -0.9 pp +33.2 pp +33.2 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 98.5 13.6% 3 -0.5 pp -0.5 pp +13.6 pp +13.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 98.4 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 95.8 39.3% 5 -1.1 pp -1.5 pp -2.1 pp -4.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 95.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 95.2 3.5% 4 -0.6 pp -0.8 pp +0.6 pp +3.5 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 94.4 31.7% 3 +3.0 pp +2.9 pp +31.7 pp +31.7 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 92.4 7.5% 3 -0.1 pp +0.2 pp +7.5 pp +7.5 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 92.4 24.2% 3 +0.9 pp +1.3 pp +24.2 pp +24.2 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 91.4 13.9% 3 +0.2 pp +0.2 pp +13.9 pp +13.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 90.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 90.6 24.9% 3 -0.3 pp +1.5 pp +24.9 pp +24.9 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 89.5 4.9% 3 +0.1 pp +0.0 pp +4.9 pp +4.9 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 88.1 23.9% 3 +1.5 pp +0.4 pp +23.9 pp +23.9 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 86.3 22.1% 3 +0.1 pp -0.2 pp +22.1 pp +22.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 86.0 13.3% 3 -0.1 pp +0.3 pp +13.3 pp +13.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 86.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 85.9 35.3% 3 -0.3 pp +2.0 pp +35.3 pp +35.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 84.0 17.0% 3 -0.7 pp -0.9 pp +17.0 pp +17.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 82.6 37.4% 3 -0.3 pp -0.2 pp +37.4 pp +37.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 81.4 3.8% 3 -0.5 pp -0.8 pp +3.8 pp +3.8 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 80.5 45.5% 3 -1.9 pp -5.0 pp +45.5 pp +45.5 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 80.4 25.7% 3 -0.2 pp +0.0 pp +25.7 pp +25.7 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 77.9 42.5% 3 -1.6 pp -2.1 pp +42.5 pp +42.5 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 77.3 29.0% 3 +0.2 pp -1.3 pp +29.0 pp +29.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 76.1 7.8% 3 -0.6 pp -0.5 pp +7.8 pp +7.8 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 75.5 22.4% 3 +0.8 pp +1.3 pp +22.4 pp +22.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 74.7 2.8% 5 +1.0 pp +0.9 pp +0.8 pp +1.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 74.2 26.7% 3 -2.9 pp -2.7 pp +26.7 pp +26.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 73.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 73.2 43.5% 3 +0.4 pp +0.2 pp +43.5 pp +43.5 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 72.6 14.0% 3 +0.1 pp +0.5 pp +14.0 pp +14.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 72.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 71.9 46.7% 3 +2.3 pp +1.5 pp +46.7 pp +46.7 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 71.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 71.2 19.6% 3 -1.6 pp +1.7 pp +19.6 pp +19.6 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 70.8 21.4% 3 -1.8 pp -1.0 pp +21.4 pp +21.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 68.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 68.2 17.9% 3 -7.3 pp -8.7 pp +17.9 pp +17.9 pp
☆MASECO LLP CIK 0002074052 0.917 291 67.9 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 67.4 18.2% 3 +0.8 pp +0.4 pp +18.2 pp +18.2 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 67.0 38.5% 3 -0.3 pp +0.0 pp +38.5 pp +38.5 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 66.7 43.4% 3 +0.1 pp -3.0 pp +43.4 pp +43.4 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 65.2 19.9% 3 -0.9 pp -1.0 pp +19.9 pp +19.9 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 65.0 16.3% 3 -0.7 pp -1.6 pp +16.3 pp +16.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 64.0 0.5% 5 +0.0 pp +0.4 pp +0.2 pp +0.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 63.8 2.4% 3 +1.9 pp +1.7 pp +2.4 pp +2.4 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 63.4 11.7% 3 +0.3 pp -1.4 pp +11.7 pp +11.7 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 63.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 62.7 18.9% 3 -0.4 pp +0.0 pp +18.9 pp +18.9 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 62.7 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 62.6 25.5% 3 -0.8 pp -0.8 pp +25.5 pp +25.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 62.5 0.8% 3 +0.4 pp +0.7 pp +0.8 pp +0.8 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 61.4 25.8% 3 -0.1 pp +0.2 pp +25.8 pp +25.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 61.3 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 61.1 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 60.5 8.2% 3 +0.0 pp +0.1 pp +8.2 pp +8.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 59.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 58.4 6.2% 3 -3.3 pp -4.8 pp +6.2 pp +6.2 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 56.2 8.6% 3 +0.0 pp +0.0 pp +8.6 pp +8.6 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 55.8 18.3% 2 -0.0 pp +18.3 pp +18.3 pp +18.3 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 54.7 21.4% 3 -0.8 pp -0.3 pp +21.4 pp +21.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 54.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 54.5 0.3% 1 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 54.4 13.5% 3 +0.7 pp +1.2 pp +13.5 pp +13.5 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 54.3 24.1% 3 +0.3 pp -0.6 pp +24.1 pp +24.1 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 54.0 15.8% 3 -0.5 pp -1.7 pp +15.8 pp +15.8 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 53.5 20.6% 3 -0.0 pp -0.2 pp +20.6 pp +20.6 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 53.4 16.7% 3 +0.3 pp +2.8 pp +16.7 pp +16.7 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 52.5 3.1% 3 -0.4 pp -0.3 pp +3.1 pp +3.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 51.7 11.3% 3 +1.4 pp +1.0 pp +11.3 pp +11.3 pp
☆Trust Co of the South CIK 0002008165 0.815 146 51.0 8.2% 3 -0.2 pp -0.1 pp +8.2 pp +8.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 49.9 7.9% 3 -0.2 pp -0.5 pp +7.9 pp +7.9 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 49.5 24.2% 3 -0.3 pp -0.8 pp +24.2 pp +24.2 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 49.4 9.9% 3 -0.9 pp -0.9 pp +9.9 pp +9.9 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 48.9 16.9% 3 -0.0 pp +0.1 pp +16.9 pp +16.9 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 46.6 29.6% 3 -0.0 pp +0.1 pp +29.6 pp +29.6 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 46.5 14.6% 3 -0.7 pp -1.2 pp +14.6 pp +14.6 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 46.4 18.9% 3 -0.3 pp -0.4 pp +18.9 pp +18.9 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 45.8 7.4% 3 -0.5 pp -0.8 pp +7.4 pp +7.4 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 44.8 17.7% 3 +0.0 pp +1.1 pp +17.7 pp +17.7 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 44.8 13.6% 3 -0.5 pp -1.0 pp +13.6 pp +13.6 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 44.5 24.9% 4 +0.9 pp +0.6 pp +0.8 pp +24.9 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 44.5 31.5% 4 -0.3 pp -0.4 pp -0.7 pp +31.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 43.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 42.4 15.2% 3 +0.6 pp +0.4 pp +15.2 pp +15.2 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 42.2 21.9% 3 -0.4 pp -1.2 pp +21.9 pp +21.9 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 41.9 9.8% 3 -6.3 pp -6.4 pp +9.8 pp +9.8 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 41.6 12.6% 3 -0.4 pp -0.5 pp +12.6 pp +12.6 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 41.4 23.4% 3 +2.9 pp +4.0 pp +23.4 pp +23.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 41.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 40.9 4.5% 3 +0.9 pp +1.2 pp +4.5 pp +4.5 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 40.4 20.1% 1 +20.1 pp +20.1 pp +20.1 pp +20.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 39.0 14.0% 3 +0.3 pp +0.3 pp +14.0 pp +14.0 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 38.9 29.9% 3 -0.6 pp -0.6 pp +29.9 pp +29.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 38.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 38.4 15.2% 3 +0.5 pp +0.1 pp +15.2 pp +15.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 38.4 2.5% 3 +0.0 pp +0.0 pp +2.5 pp +2.5 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 37.8 14.8% 3 -1.2 pp -1.1 pp +14.8 pp +14.8 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 37.8 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 37.5 15.3% 3 -0.1 pp +0.1 pp +15.3 pp +15.3 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 37.4 15.2% 3 +0.1 pp +0.6 pp +15.2 pp +15.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 37.3 21.4% 4 -0.6 pp -1.6 pp -2.0 pp +21.4 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 37.0 9.9% 3 +0.0 pp -1.1 pp +9.9 pp +9.9 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 36.8 8.8% 3 +0.1 pp +0.2 pp +8.8 pp +8.8 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 36.8 6.7% 3 -0.0 pp -0.1 pp +6.7 pp +6.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 36.3 6.3% 3 +0.8 pp +0.8 pp +6.3 pp +6.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 35.9 3.9% 3 -0.0 pp -0.0 pp +3.9 pp +3.9 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 35.6 22.8% 3 +0.5 pp +1.5 pp +22.8 pp +22.8 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 35.5 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 35.0 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 34.6 4.0% 3 -0.3 pp -0.0 pp +4.0 pp +4.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 33.8 20.7% 3 -0.1 pp +0.4 pp +20.7 pp +20.7 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 33.7 10.4% 3 -0.1 pp +0.2 pp +10.4 pp +10.4 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 33.5 4.2% 3 +0.3 pp +0.3 pp +4.2 pp +4.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 33.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 32.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 32.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 32.3 18.2% 3 -0.2 pp -0.3 pp +18.2 pp +18.2 pp
☆JP Wealth Management, Inc. CIK 0001967622 0.823 14 32.0 22.6% 3 +1.2 pp +0.0 pp +22.6 pp +22.6 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 32.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 31.9 12.7% 3 -0.4 pp -0.5 pp +12.7 pp +12.7 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 31.8 4.1% 3 -0.5 pp -0.7 pp +4.1 pp +4.1 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 31.6 7.5% 3 +0.0 pp +0.1 pp +7.5 pp +7.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 31.5 14.6% 3 -0.4 pp -0.2 pp +14.6 pp +14.6 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 31.5 4.8% 5 -0.6 pp -1.0 pp -1.0 pp -1.1 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 31.3 17.5% 5 -0.5 pp -0.9 pp -0.7 pp -1.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 30.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 30.3 18.2% 3 -1.5 pp -2.9 pp +18.2 pp +18.2 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 30.0 18.6% 3 -1.0 pp -2.5 pp +18.6 pp +18.6 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 29.9 21.6% 3 -0.2 pp -0.2 pp +21.6 pp +21.6 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 29.7 4.2% 3 -0.2 pp -0.2 pp +4.2 pp +4.2 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 29.4 1.9% 3 -0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 29.2 26.9% 1 +26.9 pp +26.9 pp +26.9 pp +26.9 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 29.2 13.8% 3 +0.1 pp -0.9 pp +13.8 pp +13.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 29.1 0.9% 3 -0.4 pp -0.3 pp +0.9 pp +0.9 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 28.9 24.7% 3 -0.2 pp +0.3 pp +24.7 pp +24.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 28.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 28.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 28.4 12.2% 3 -0.1 pp +0.0 pp +12.2 pp +12.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 28.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 28.3 19.8% 3 +0.1 pp +0.4 pp +19.8 pp +19.8 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 28.1 5.9% 3 -0.5 pp -0.8 pp +5.9 pp +5.9 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 28.0 12.1% 3 -0.6 pp -1.7 pp +12.1 pp +12.1 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 27.9 12.1% 3 -0.8 pp -0.4 pp +12.1 pp +12.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 27.8 5.7% 3 -0.0 pp -0.4 pp +5.7 pp +5.7 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 27.7 21.5% 2 +0.6 pp +21.5 pp +21.5 pp +21.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 27.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 27.3 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 27.3 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 27.2 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 27.2 15.0% 4 -0.4 pp -0.7 pp +0.3 pp +15.0 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 26.7 8.9% 3 +0.6 pp +0.7 pp +8.9 pp +8.9 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 26.5 0.9% 3 -0.2 pp +0.7 pp +0.9 pp +0.9 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 25.6 16.8% 3 +1.4 pp +0.7 pp +16.8 pp +16.8 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 25.4 15.7% 2 -0.2 pp +15.7 pp +15.7 pp +15.7 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 25.4 1.3% 3 -0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 25.4 14.7% 3 +0.1 pp +0.3 pp +14.7 pp +14.7 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 24.7 5.5% 3 +0.2 pp +0.3 pp +5.5 pp +5.5 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 24.3 11.2% 4 -0.1 pp -0.0 pp +0.3 pp +11.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 24.0 1.8% 3 -0.3 pp -0.3 pp +1.8 pp +1.8 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 23.7 6.1% 3 -0.0 pp -0.2 pp +6.1 pp +6.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 23.6 8.2% 5 -0.3 pp -1.5 pp -0.8 pp -1.7 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 23.3 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 22.9 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 22.0 5.8% 3 -0.2 pp -0.3 pp +5.8 pp +5.8 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 21.8 6.4% 3 -0.5 pp +2.0 pp +6.4 pp +6.4 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 21.8 11.0% 3 +0.0 pp -0.3 pp +11.0 pp +11.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 21.5 7.4% 3 -1.0 pp -1.9 pp +7.4 pp +7.4 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 21.5 6.2% 3 -0.0 pp -0.0 pp +6.2 pp +6.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 21.0 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 20.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 20.8 16.6% 3 +2.5 pp +4.7 pp +16.6 pp +16.6 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 20.4 2.4% 3 -0.4 pp -0.7 pp +2.4 pp +2.4 pp
☆tru Independence LLC CIK 0001785445 0.641 108 20.1 5.1% 3 +0.3 pp +0.3 pp +5.1 pp +5.1 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 20.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 19.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 19.7 13.5% 3 -0.1 pp -0.1 pp +13.5 pp +13.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 19.0 11.6% 2 -0.0 pp +11.6 pp +11.6 pp +11.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 18.6 2.1% 3 -0.2 pp -0.2 pp +2.1 pp +2.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 18.5 1.1% 3 +0.0 pp -0.2 pp +1.1 pp +1.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 18.0 9.2% 3 -0.1 pp +0.4 pp +9.2 pp +9.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 18.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 17.9 3.8% 1 +3.8 pp +0.3 pp +3.8 pp +3.8 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 17.7 5.3% 3 +2.2 pp +3.0 pp +5.3 pp +5.3 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 17.7 11.1% 3 +0.2 pp +0.4 pp +11.1 pp +11.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 16.9 0.9% 3 -0.3 pp -0.2 pp +0.9 pp +0.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 16.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 16.7 10.9% 3 +0.3 pp +0.2 pp +10.9 pp +10.9 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 16.6 9.0% 3 -0.2 pp -1.9 pp +9.0 pp +9.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 16.1 6.0% 3 -0.1 pp -0.3 pp +6.0 pp +6.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 15.9 7.2% 3 +0.2 pp +1.0 pp +7.2 pp +7.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 15.8 5.6% 3 -1.1 pp -1.3 pp +5.6 pp +5.6 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 15.6 3.6% 3 -0.1 pp -0.4 pp +3.6 pp +3.6 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 15.5 11.3% 3 -0.3 pp -1.0 pp +11.3 pp +11.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 15.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 15.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 15.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 14.9 5.2% 3 -0.1 pp -0.3 pp +5.2 pp +5.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 14.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 14.6 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 14.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Pollock Investment Advisors, LLC CIK 0002049804 0.678 40 14.2 10.5% 3 +5.6 pp +6.8 pp +10.5 pp +10.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 14.1 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 13.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 13.6 4.5% 3 -0.2 pp -0.3 pp +4.5 pp +4.5 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 13.4 2.0% 3 -0.3 pp -0.5 pp +2.0 pp +2.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 13.2 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 13.1 7.6% 3 -0.1 pp -0.1 pp +7.6 pp +7.6 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 13.0 7.9% 3 -0.1 pp +0.1 pp +7.9 pp +7.9 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 13.0 5.3% 3 -0.3 pp -0.2 pp +5.3 pp +5.3 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 12.8 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 12.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 12.6 2.3% 3 -0.3 pp -1.2 pp +2.3 pp +2.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 12.4 7.1% 3 +0.0 pp -0.0 pp +7.1 pp +7.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 12.3 2.6% 3 -0.1 pp -0.2 pp +2.6 pp +2.6 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 12.3 1.8% 3 +0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 12.1 2.3% 3 -0.0 pp -0.0 pp +2.3 pp +2.3 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 12.1 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 12.0 3.6% 3 +0.0 pp -0.1 pp +3.6 pp +3.6 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 11.9 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 11.9 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 11.8 0.8% 1 +0.8 pp -1.0 pp +0.8 pp +0.8 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 11.6 7.3% 4 +0.5 pp +0.7 pp +0.9 pp +7.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 11.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.5 0.2% 3 -0.5 pp -0.5 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 11.4 4.1% 3 -0.7 pp -1.3 pp +4.1 pp +4.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 11.3 6.3% 3 -0.2 pp -0.3 pp +6.3 pp +6.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 11.3 1.0% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Avion Wealth CIK 0001792704 0.773 1750 11.0 2.3% 3 -0.1 pp -0.3 pp +2.3 pp +2.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 11.0 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 10.8 5.0% 3 -0.1 pp -0.4 pp +5.0 pp +5.0 pp
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☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 10.4 9.0% 3 +1.6 pp +1.7 pp +9.0 pp +9.0 pp
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☆PFG Advisors CIK 0001694435 0.248 791 9.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 9.3 5.1% 3 -0.0 pp +0.0 pp +5.1 pp +5.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 9.3 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
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☆CGN Advisors LLC CIK 0001841506 0.595 322 8.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
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☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 8.4 2.5% 3 +0.0 pp +0.2 pp +2.5 pp +2.5 pp
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☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 8.0 1.9% 3 -1.2 pp -2.0 pp +1.9 pp +1.9 pp
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☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 7.3 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
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☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.4 1.5% 3 +0.6 pp +0.6 pp +1.5 pp +1.5 pp
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☆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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 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
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -29.7 pp -29.6 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 +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -7.3 pp -7.2 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -11.8 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status