Signals

← Signals

☆DFAE

804 in-universe funds with a nonzero position in DFAE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#614
Score / z0.261 / 0.30
Consensus257.83 over 447 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 509.4 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 501.6 4.4% 5 +0.3 pp +0.3 pp +0.5 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 388.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 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 321.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 279.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 175.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 143.5 3.8% 5 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 123.9 4.8% 5 -0.2 pp -0.3 pp -0.5 pp -0.7 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 119.2 1.4% 4 -0.4 pp -0.4 pp +0.6 pp +1.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 112.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 104.0 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 102.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 101.1 7.1% 4 +0.6 pp +1.3 pp +1.4 pp +7.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 99.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 98.0 4.2% 5 +0.5 pp +0.7 pp +1.0 pp +1.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 95.5 0.5% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 93.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 92.5 4.8% 3 +0.5 pp +3.8 pp +4.8 pp +4.8 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 91.2 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 89.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 87.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 85.3 1.1% 5 -0.7 pp -0.7 pp -0.8 pp -0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 74.5 4.3% 5 +0.5 pp +0.8 pp +0.7 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 67.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 64.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 63.1 1.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 63.1 1.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 58.0 1.6% 4 +0.1 pp -0.2 pp -0.2 pp +1.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 56.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 55.3 2.8% 5 -0.2 pp +0.3 pp +1.2 pp +1.3 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 55.1 0.6% 5 -0.5 pp +0.1 pp +0.3 pp +0.3 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 53.5 8.5% 5 +0.7 pp +1.0 pp +1.5 pp +1.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 52.3 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 52.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 49.0 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 47.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 46.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 45.6 10.5% 5 +0.7 pp +1.3 pp +1.7 pp +2.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 44.8 5.6% 1 +5.6 pp +5.5 pp +5.6 pp +5.6 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 43.4 7.0% 4 +0.3 pp +0.6 pp +0.5 pp +7.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 42.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 40.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 39.7 6.0% 5 +1.1 pp +1.1 pp +1.2 pp +1.1 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 39.1 3.1% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 37.2 0.3% 5 -0.8 pp -0.7 pp -0.6 pp -0.6 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 35.9 2.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 33.7 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 33.2 4.9% 5 +0.4 pp +0.5 pp +0.4 pp +0.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 32.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 32.5 3.7% 5 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 32.2 3.1% 5 +0.1 pp +0.5 pp +0.5 pp +0.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 31.2 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 30.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 30.0 4.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 29.6 8.3% 5 +0.2 pp +0.5 pp +0.6 pp +1.4 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 29.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 28.2 2.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 28.1 0.5% 7 -0.4 pp -0.3 pp +0.1 pp +0.1 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 28.0 4.2% 3 +0.2 pp +0.2 pp +4.2 pp +0.6 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 28.0 2.0% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 28.0 3.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 27.9 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 27.6 0.3% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 27.2 7.8% 5 +0.1 pp +0.2 pp -0.0 pp -0.1 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 27.0 6.5% 5 +0.2 pp +0.5 pp +0.4 pp +0.4 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 26.6 2.3% 5 -0.3 pp +0.2 pp +1.6 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 26.4 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 26.4 1.7% 5 -0.0 pp +0.2 pp +0.5 pp +0.9 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 26.2 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 25.9 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 25.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 25.8 3.1% 5 -0.6 pp -0.3 pp +0.5 pp +1.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 25.7 2.8% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 25.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 25.1 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 25.1 1.3% 5 +0.2 pp -0.1 pp -0.0 pp -0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 25.1 5.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 24.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 24.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 24.0 5.3% 5 +0.2 pp +0.4 pp +0.5 pp -0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 23.7 2.3% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 23.5 0.3% 5 -0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 23.3 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 23.1 4.1% 5 +0.4 pp +0.7 pp +0.8 pp +1.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 22.8 0.7% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 20.9 2.4% 5 +0.0 pp +0.2 pp +0.5 pp +1.2 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 20.6 4.4% 5 +0.2 pp +0.4 pp +0.6 pp +0.8 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 20.5 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 20.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 20.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 20.0 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 19.8 3.8% 5 +0.2 pp +0.3 pp +0.2 pp +0.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 19.5 4.8% 4 +0.3 pp +0.4 pp +0.5 pp +4.8 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 19.2 5.4% 3 +0.2 pp +0.2 pp +5.4 pp +3.9 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 18.8 9.8% 5 +0.1 pp +0.4 pp +1.1 pp +0.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 18.6 3.8% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 18.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 18.1 5.9% 5 +0.2 pp +0.2 pp -0.5 pp -0.5 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 18.0 7.1% 5 -0.4 pp -1.0 pp -0.7 pp -0.5 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 17.8 7.3% 5 +0.3 pp +0.8 pp +0.9 pp +1.4 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 17.6 2.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.1 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 16.9 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 16.8 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 16.6 3.2% 5 +0.3 pp +0.6 pp +0.8 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 16.3 1.3% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 16.2 1.8% 5 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 16.1 1.0% 5 +0.1 pp -3.8 pp -3.9 pp -3.9 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 16.1 1.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 16.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 15.7 6.3% 5 +0.2 pp +0.3 pp +0.2 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 14.7 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 14.5 3.4% 5 +0.1 pp -0.1 pp -0.4 pp -0.5 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 14.3 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 14.2 1.1% 7 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 14.1 2.3% 5 -0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 13.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 13.7 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 13.7 4.1% 5 +0.5 pp +0.8 pp +0.9 pp +1.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 13.4 5.0% 4 +0.2 pp +0.2 pp -0.0 pp +5.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 12.8 6.3% 5 +0.5 pp +1.6 pp +1.7 pp +1.8 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 12.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 12.1 7.5% 2 +0.4 pp +7.5 pp +7.5 pp +7.5 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 12.1 3.9% 5 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
☆Navigation Group, LLC CIK 0002132497 0.648 121 11.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 11.6 4.9% 5 -0.0 pp -0.4 pp -0.3 pp -0.4 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 11.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 11.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 11.3 5.3% 5 +0.4 pp +0.5 pp +0.4 pp +1.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 11.1 3.8% 5 -0.0 pp -0.0 pp +2.0 pp +2.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 11.1 3.1% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 11.1 3.8% 5 +0.4 pp +0.7 pp +0.8 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 10.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 10.7 4.0% 5 -0.1 pp -0.0 pp +0.5 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 10.6 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 10.5 2.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 10.4 4.3% 5 -0.7 pp -0.5 pp -0.8 pp -0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 10.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 10.3 5.2% 5 +2.2 pp +1.2 pp +1.3 pp +2.6 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 10.2 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 10.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 10.2 5.5% 5 +0.1 pp +0.6 pp +1.0 pp +1.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 10.1 2.9% 5 +0.1 pp +0.5 pp +0.6 pp +0.8 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 10.0 2.6% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 10.0 6.3% 2 +0.4 pp +6.3 pp +6.3 pp +6.3 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 10.0 4.8% 5 +0.0 pp +0.4 pp +0.3 pp +0.5 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 9.8 4.1% 4 +0.4 pp +0.6 pp +0.6 pp +4.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.8 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 9.7 1.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 9.6 6.8% 7 +0.8 pp +1.4 pp +2.5 pp +3.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 9.6 3.8% 5 +0.3 pp +0.7 pp +0.8 pp +1.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 9.5 2.4% 5 +0.2 pp +0.9 pp +1.0 pp +1.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 9.4 0.5% 5 -0.5 pp -0.4 pp -0.4 pp -0.3 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 9.3 2.6% 5 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 9.2 2.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 9.1 0.6% 4 +0.0 pp +0.0 pp -0.4 pp +0.6 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 9.1 0.8% 4 -0.0 pp +0.2 pp +0.7 pp +0.8 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 9.1 6.5% 5 +0.3 pp +0.6 pp +0.6 pp +0.7 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 9.1 1.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 9.0 0.9% 5 +0.0 pp +0.2 pp +0.2 pp -0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 8.9 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 8.8 1.2% 5 -0.1 pp -0.9 pp -0.8 pp -1.4 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 8.8 6.6% 2 +0.7 pp +6.6 pp +6.6 pp +6.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 8.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 8.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆DDFG, Inc CIK 0001967640 0.535 91 8.8 1.7% 5 -0.7 pp -0.8 pp -0.8 pp -0.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 8.7 5.0% 2 +0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 8.6 0.8% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 8.5 4.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 8.4 5.6% 1 +5.6 pp +3.6 pp +5.6 pp +2.7 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 8.3 2.7% 2 +0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 8.2 2.8% 5 +0.3 pp +0.4 pp +0.8 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 8.0 3.1% 5 -0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 8.0 2.7% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 7.8 1.3% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 7.6 3.3% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 7.6 1.8% 5 -0.7 pp -0.5 pp +0.3 pp -0.4 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 7.4 2.2% 2 +0.9 pp +2.2 pp +2.2 pp +2.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 7.2 0.7% 5 +0.3 pp +0.5 pp +0.4 pp +0.4 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 7.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 7.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 7.2 1.6% 5 +0.2 pp +0.7 pp +0.7 pp +1.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 7.1 2.6% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 7.1 5.1% 5 +0.5 pp +1.6 pp +2.3 pp +3.2 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 7.1 0.7% 5 +0.0 pp +0.4 pp +0.5 pp +0.4 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 6.8 2.1% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 6.8 4.0% 6 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 6.8 3.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 6.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 6.6 1.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 6.6 1.8% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 6.6 2.4% 5 +0.4 pp +0.9 pp +1.1 pp +1.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 6.2 3.0% 5 +0.1 pp +0.3 pp +0.2 pp -0.1 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 6.1 4.6% 5 +0.4 pp +0.6 pp +1.1 pp +1.3 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 6.1 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 6.0 0.7% 5 -0.0 pp -1.0 pp -1.4 pp -1.4 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 5.9 3.1% 7 +0.5 pp +0.6 pp +0.4 pp +0.4 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 5.9 1.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 5.9 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 5.9 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 5.8 3.0% 5 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 5.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 5.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 5.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 5.7 3.0% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 5.7 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 5.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 5.6 2.6% 5 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 5.4 1.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 5.2 2.6% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 5.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 5.0 1.7% 5 -0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 4.9 2.3% 6 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 4.9 4.2% 2 -0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 4.9 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 4.8 2.6% 4 -0.1 pp +0.0 pp +0.1 pp +2.6 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 4.7 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 4.6 0.5% 7 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 4.6 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 4.6 1.6% 3 -0.4 pp -0.4 pp +1.6 pp +1.6 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 4.6 2.0% 5 -0.2 pp -0.0 pp -0.5 pp -0.7 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 4.6 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 4.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆City State Bank CIK 0001910666 0.322 809 4.5 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 4.4 0.8% 4 +0.0 pp +0.1 pp +0.7 pp +0.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 4.3 0.5% 5 -0.5 pp -0.0 pp -0.0 pp +0.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 4.3 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 4.2 1.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Manage LLC CIK 0001539947 0.277 323 4.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 4.2 1.6% 6 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 4.1 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.1 0.9% 5 -0.0 pp -0.4 pp -0.7 pp -1.7 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 4.1 2.1% 5 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 3.9 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 3.9 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 3.8 1.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 3.8 0.6% 5 +0.0 pp +0.3 pp +0.4 pp +0.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.7 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 3.7 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanchez Levi Garrett CIK 0002126627 0.583 74 3.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.6 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 3.6 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 3.6 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.5 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 3.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 3.4 2.5% 5 +0.1 pp +0.3 pp +0.4 pp +0.3 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 3.4 1.2% 5 +0.1 pp -0.8 pp -0.9 pp -0.9 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.4 1.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.4 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 3.3 1.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 3.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 3.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 3.2 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 3.2 1.0% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.2 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 3.2 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.1 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 3.0 1.2% 5 +0.6 pp +0.7 pp +0.7 pp +0.8 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 3.0 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.0 0.4% 5 -0.1 pp -0.4 pp -0.4 pp -0.3 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.9 1.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 2.9 1.4% 5 -0.4 pp -0.4 pp -2.6 pp -1.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 2.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.8 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 2.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.8 1.4% 5 +0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.7 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 2.7 1.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 2.7 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 2.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 2.7 0.8% 1 +0.8 pp +0.0 pp -0.0 pp -0.1 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 2.6 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
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☆V2 Financial group LLC CIK 0002022843 0.490 123 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.6 0.2% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Fielder Capital Group LLC CIK 0002010765 0.278 303 0.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 0.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solidarity Wealth, LLC CIK 0001906613 0.451 92 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madson Wealth Advisors Inc CIK 0002129795 0.260 97 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wedmont Private Capital CIK 0001904274 0.771 949 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 0.4 0.2% 2 -1.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.477 68 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Athena Wealth Management, LLC CIK 0002128243 0.201 104 0.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.3 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 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 +0.0 pp +0.0 pp -2.0 pp -2.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp -2.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 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 DFAE). Qtrs Held counts distinct quarters this fund has actually held DFAE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAE position size. Δ columns are the percentage-point change in DFAE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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