Signals

← Signals

☆DFAE

594 in-universe funds with a nonzero position in DFAE within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#824
Score / z0.112 / 0.17
Consensus222.62 over 388 funds
Momentumno 12m return

Price & positioning

226 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 0.859 950 399.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 383.2 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 297.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 203.4 0.0% 2 +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 181.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 141.5 1.9% 2 +0.7 pp +1.9 pp +1.9 pp +1.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 126.8 4.0% 2 +0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 124.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 97.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 86.4 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 82.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 77.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 68.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 66.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 61.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 58.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 55.4 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 54.9 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 54.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 54.2 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 53.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 53.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 47.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 46.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 39.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 38.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 38.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 37.4 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 35.8 8.8% 2 +0.3 pp +8.8 pp +8.8 pp +8.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 35.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 34.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 32.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 31.5 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 30.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 29.1 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 28.5 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 27.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WPWealth LLP CIK 0001950118 0.866 103 27.4 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 27.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 25.2 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 25.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 24.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 24.1 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 23.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 23.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 23.2 7.7% 2 +0.8 pp +7.7 pp +7.7 pp +7.7 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 23.0 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 21.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 21.8 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 21.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 21.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 21.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 21.0 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 20.3 7.8% 2 -0.1 pp +7.8 pp +7.8 pp +7.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 20.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 20.0 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 19.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 19.6 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 19.5 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 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 19.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 19.1 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 19.0 6.1% 2 +0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 19.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 18.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 18.5 5.9% 2 +0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 18.4 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 18.3 4.7% 2 -0.6 pp +4.7 pp +4.7 pp +4.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 16.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 16.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 16.1 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 15.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 15.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 15.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 15.3 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 15.0 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 15.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 14.7 7.8% 2 +0.3 pp +7.8 pp +7.8 pp +7.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 14.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 14.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 14.0 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 13.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 13.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 13.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 13.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 13.4 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 13.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 13.2 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 12.8 8.7% 2 -0.4 pp +8.7 pp +8.7 pp +8.7 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 12.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 12.6 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 12.6 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 12.5 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 12.5 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 12.4 2.0% 2 -0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 11.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 11.9 6.3% 2 +0.5 pp +6.3 pp +6.3 pp +6.3 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 11.4 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 11.2 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 11.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 11.1 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 10.8 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 10.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 10.5 0.9% 4 +0.0 pp +0.2 pp +0.3 pp +0.9 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 10.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 10.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 10.2 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 9.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 9.2 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 9.2 4.4% 2 +0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 9.2 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 8.9 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 8.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 8.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 8.5 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 8.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 8.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 8.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 8.0 4.9% 2 +0.5 pp +4.9 pp +4.9 pp +4.9 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 7.9 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 7.9 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 7.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 7.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 7.7 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 7.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 7.6 4.5% 2 +0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 7.6 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 7.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 7.2 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 7.0 5.9% 2 +0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 6.9 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 6.9 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 6.9 3.0% 2 +0.9 pp +3.0 pp +3.0 pp +3.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 6.9 3.9% 2 +1.3 pp +3.9 pp +3.9 pp +3.9 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 6.9 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.812 53 6.8 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 6.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 6.7 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 6.7 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 6.6 4.0% 2 +1.4 pp +4.0 pp +4.0 pp +4.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 6.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 6.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 6.2 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 6.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 6.0 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 6.0 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 6.0 1.6% 2 -1.0 pp +1.6 pp +1.6 pp +1.6 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 5.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 5.8 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 5.8 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.6 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 5.6 4.3% 4 +0.5 pp +0.8 pp +1.0 pp +4.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 5.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 5.5 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 5.5 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 5.4 1.5% 2 -0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 5.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 5.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.1 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 5.1 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 5.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 5.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 5.0 3.7% 3 +0.2 pp +0.4 pp +3.7 pp +3.7 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 4.9 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 4.9 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 4.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 4.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 4.6 2.7% 4 -0.1 pp +0.1 pp -0.1 pp +2.7 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 4.6 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 4.5 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 4.0 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
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☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 3.9 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 3.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 3.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 3.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 3.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 2.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
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☆M Wealth Management, LLC CIK 0002026150 0.584 57 1.8 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
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☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.756 44 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -3.6 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 -0.5 pp +0.0 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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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