Signals

← Signals

☆DFAE

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

Flow ranking

Rank#1177
Score / z0.035 / 0.04
Consensus227.04 over 397 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 0.859 950 412.6 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 396.3 4.1% 3 +0.2 pp +0.3 pp +4.1 pp +4.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 301.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 209.1 0.0% 3 +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 199.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 139.8 1.8% 3 -0.1 pp +0.6 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 134.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 128.0 3.9% 3 -0.1 pp +0.3 pp +3.9 pp +3.9 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 100.5 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 98.8 5.1% 3 -0.2 pp -0.4 pp +5.1 pp +5.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 87.0 1.7% 2 +0.9 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 83.2 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 82.3 5.8% 2 +0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 77.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 70.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 68.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 65.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 65.8 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 63.5 3.5% 3 +0.3 pp +0.5 pp +3.5 pp +3.5 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 57.9 3.5% 3 -0.0 pp +0.1 pp +3.5 pp +3.5 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 57.7 4.9% 3 -0.1 pp -0.1 pp +4.9 pp +4.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 56.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 54.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 51.1 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 51.1 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 48.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 43.9 2.6% 3 +1.0 pp +1.0 pp +2.6 pp +2.6 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 43.7 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 42.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 42.1 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 42.0 7.6% 3 +0.6 pp +0.8 pp +7.6 pp +7.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 38.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 37.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 35.2 9.2% 3 +0.4 pp +0.7 pp +9.2 pp +9.2 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 35.1 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 33.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 33.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 32.4 2.8% 3 -0.0 pp +0.1 pp +2.8 pp +2.8 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 29.0 4.9% 3 +0.1 pp -0.1 pp +4.9 pp +4.9 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 28.8 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 28.2 4.4% 3 -0.1 pp +0.0 pp +4.4 pp +4.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 28.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 26.7 3.9% 3 +0.2 pp +0.4 pp +3.9 pp +3.9 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 26.3 2.1% 3 +1.5 pp +1.5 pp +2.1 pp +2.1 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 25.9 4.0% 3 +0.0 pp +0.2 pp +4.0 pp +4.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 25.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 25.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 24.7 7.8% 3 +0.1 pp +0.9 pp +7.8 pp +7.8 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 24.5 4.0% 1 +4.0 pp +0.4 pp +4.0 pp +4.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 24.2 3.4% 3 +0.7 pp +1.3 pp +3.4 pp +3.4 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 24.1 2.6% 3 +0.0 pp +0.3 pp +2.6 pp +2.6 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 23.2 3.3% 3 -0.0 pp -0.0 pp +3.3 pp +3.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 23.1 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 23.0 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 22.7 3.3% 3 +0.0 pp +0.0 pp +3.3 pp +3.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 22.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 21.9 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 21.9 7.7% 3 -0.2 pp -0.2 pp +7.7 pp +7.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 21.2 0.8% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 21.2 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 20.9 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 20.8 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 20.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 20.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 19.9 6.1% 3 -0.1 pp -0.1 pp +6.1 pp +6.1 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 19.6 5.9% 3 +0.0 pp +0.1 pp +5.9 pp +5.9 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 19.5 4.9% 3 +0.1 pp -0.5 pp +4.9 pp +4.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 19.4 2.2% 3 -0.0 pp -0.0 pp +2.2 pp +2.2 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 18.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.3 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 17.9 0.6% 3 +0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 17.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 17.7 5.1% 1 +5.1 pp +3.7 pp +5.1 pp +5.1 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 17.5 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 17.4 3.5% 3 +0.2 pp +0.4 pp +3.5 pp +3.5 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 17.4 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 17.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 16.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 16.0 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 15.9 1.5% 3 +0.3 pp +0.7 pp +1.5 pp +1.5 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 15.7 4.5% 2 +0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 15.5 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 15.3 8.1% 3 +0.3 pp +0.6 pp +8.1 pp +8.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 15.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 15.1 5.7% 3 -0.7 pp -0.7 pp +5.7 pp +5.7 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 14.6 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 14.5 3.3% 3 -0.0 pp -0.0 pp +3.3 pp +3.3 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 14.4 9.4% 3 +0.7 pp +0.3 pp +9.4 pp +9.4 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 14.2 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 14.2 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 14.1 2.2% 3 +0.3 pp +1.0 pp +2.2 pp +2.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 14.1 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 14.0 2.4% 3 +0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 13.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 13.6 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 13.5 2.1% 3 +0.1 pp -0.5 pp +2.1 pp +2.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 13.4 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 13.2 2.0% 3 +0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 13.0 3.5% 3 -0.3 pp -0.4 pp +3.5 pp +3.5 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 12.7 6.0% 3 -0.1 pp +0.1 pp +6.0 pp +6.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 12.6 6.5% 3 +0.1 pp +0.6 pp +6.5 pp +6.5 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 12.3 2.6% 3 +0.2 pp +0.3 pp +2.6 pp +2.6 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 12.0 2.1% 1 +2.1 pp -0.9 pp +2.1 pp +2.1 pp
☆DDFG, Inc CIK 0001967640 0.535 91 11.5 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 11.3 4.8% 2 -0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 11.3 3.8% 3 +2.0 pp +2.0 pp +3.8 pp +3.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 11.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 11.1 1.0% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 10.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 10.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 10.4 5.3% 3 +0.1 pp -0.1 pp +5.3 pp +5.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 9.7 3.3% 3 +0.1 pp +0.2 pp +3.3 pp +3.3 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 9.5 1.8% 3 -0.4 pp -0.3 pp +1.8 pp +1.8 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 9.4 4.7% 3 -0.3 pp -0.2 pp +4.7 pp +4.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 9.2 3.5% 3 +0.1 pp +0.3 pp +3.5 pp +3.5 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 9.1 1.9% 3 +0.0 pp +0.0 pp +1.9 pp +1.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 8.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 8.9 4.0% 3 +0.5 pp +0.9 pp +4.0 pp +4.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 8.7 3.0% 3 +0.1 pp +0.2 pp +3.0 pp +3.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 8.6 0.9% 3 -0.3 pp -0.4 pp +0.9 pp +0.9 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 8.6 4.8% 3 -0.1 pp +0.4 pp +4.8 pp +4.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 8.3 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +3.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 8.2 5.0% 3 +0.4 pp +0.6 pp +5.0 pp +5.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 8.2 2.5% 3 +0.2 pp +0.2 pp +2.5 pp +2.5 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 8.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 8.1 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 8.1 4.4% 3 -0.1 pp +0.1 pp +4.4 pp +4.4 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 8.1 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 8.1 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 8.1 4.7% 3 +0.1 pp +0.2 pp +4.7 pp +4.7 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 8.0 2.5% 3 -0.2 pp -0.2 pp +2.5 pp +2.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 7.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 7.5 5.9% 3 -0.0 pp +0.1 pp +5.9 pp +5.9 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 7.4 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 7.4 4.0% 3 +0.1 pp +1.4 pp +4.0 pp +4.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 7.3 2.2% 3 +0.1 pp +0.7 pp +2.2 pp +2.2 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 7.2 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 7.1 2.5% 3 +0.0 pp +0.1 pp +2.5 pp +2.5 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 7.1 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 7.1 5.4% 5 +1.1 pp +1.6 pp +1.9 pp +2.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 7.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 7.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 7.0 3.1% 3 +0.2 pp +0.4 pp +3.1 pp +3.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 7.0 4.2% 3 -0.1 pp -0.1 pp +4.2 pp +4.2 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 6.9 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 6.9 3.0% 3 -0.1 pp +0.8 pp +3.0 pp +3.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 6.5 2.4% 3 +0.2 pp +0.3 pp +2.4 pp +2.4 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 6.3 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 6.1 3.2% 3 +0.2 pp +0.2 pp +3.2 pp +3.2 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 6.1 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.1 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 6.0 1.8% 3 -0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 6.0 2.4% 3 +0.4 pp +0.5 pp +2.4 pp +2.4 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 5.9 0.7% 3 +0.0 pp -0.3 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 5.9 3.6% 3 +0.1 pp +0.1 pp +3.6 pp +3.6 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 5.8 2.1% 3 -0.2 pp -0.2 pp +2.1 pp +2.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 5.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 5.6 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 5.5 2.2% 3 +0.8 pp +0.1 pp +2.2 pp +2.2 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 5.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 5.2 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.2 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 5.2 3.7% 4 +0.0 pp +0.2 pp +0.4 pp +3.7 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 5.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 5.1 3.0% 3 -0.1 pp -0.2 pp +3.0 pp +3.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 5.1 2.8% 3 -0.0 pp -0.4 pp +2.8 pp +2.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.8 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 4.8 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.7 1.2% 3 -0.4 pp -1.4 pp +1.2 pp +1.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 4.6 4.0% 3 +0.5 pp +0.7 pp +4.0 pp +4.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 4.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 4.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 4.5 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 4.5 2.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.5 2.8% 3 -0.0 pp -0.1 pp +2.8 pp +2.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 4.3 3.5% 3 +0.7 pp +1.5 pp +3.5 pp +3.5 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.2 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 4.2 1.5% 3 +0.1 pp +0.4 pp +1.5 pp +1.5 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 4.2 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 4.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 4.0 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 4.0 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 3.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 3.8 2.3% 3 +0.1 pp +0.4 pp +2.3 pp +2.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.7 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 3.7 2.0% 3 -0.5 pp -0.6 pp +2.0 pp +2.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 3.7 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 3.6 1.6% 3 +0.2 pp +0.2 pp +1.6 pp +1.6 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 3.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.5 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 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 3.3 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 3.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 3.3 1.4% 4 +0.0 pp +0.1 pp +0.2 pp +1.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.2 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.2 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 3.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 3.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Emprise Bank CIK 0002018815 0.570 109 3.2 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆City State Bank CIK 0001910666 0.322 809 3.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 3.1 1.8% 3 -2.2 pp -0.8 pp +1.8 pp +1.8 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 3.0 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 3.0 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 3.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 2.9 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 2.9 1.4% 4 -0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 2.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 2.8 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.8 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 2.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.7 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 2.6 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 2.6 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.5 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 2.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 2.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 2.3 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 2.3 2.5% 3 -0.1 pp -0.3 pp +2.5 pp +2.5 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.3 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 2.3 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.3 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 2.2 1.7% 3 +0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 2.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.2 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 2.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 2.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.1 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.1 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 2.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.0 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.0 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 2.0 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.0 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.9 0.8% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 1.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 1.9 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 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 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 1.8 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.7 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 1.7 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 1.7 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 1.7 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.6 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.6 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 1.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 (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