Signals

← Signals

☆DFAI

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

Flow ranking

Rank#26
Score / z4.822 / 7.22
Consensus263.74 over 482 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 585.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 402.8 5.4% 2 +2.2 pp +5.4 pp +5.4 pp +5.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 361.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 297.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 292.4 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 243.4 26.0% 2 +0.4 pp +26.0 pp +26.0 pp +26.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 206.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 175.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 141.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 137.4 8.5% 2 -0.9 pp +8.5 pp +8.5 pp +8.5 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 130.6 15.4% 2 -0.2 pp +15.4 pp +15.4 pp +15.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 128.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 108.3 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 107.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 96.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 95.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 95.1 3.0% 2 +1.8 pp +3.0 pp +3.0 pp +3.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 91.9 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 89.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 86.3 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 85.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 85.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 79.6 12.2% 2 -0.3 pp +12.2 pp +12.2 pp +12.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 78.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MASECO LLP CIK 0002074052 0.917 291 70.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 69.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 68.7 4.3% 3 +0.2 pp +0.5 pp +4.3 pp +4.3 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 67.8 7.7% 2 -0.8 pp +7.7 pp +7.7 pp +7.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 64.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 64.2 12.0% 2 -0.3 pp +12.0 pp +12.0 pp +12.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 62.4 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 61.7 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 60.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 57.0 7.4% 2 +0.0 pp +7.4 pp +7.4 pp +7.4 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 54.6 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 52.3 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 52.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 50.1 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 49.9 1.2% 4 +0.0 pp +0.0 pp +0.3 pp +1.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 48.0 4.0% 3 +0.2 pp +0.6 pp +4.0 pp +4.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 47.0 9.7% 2 +0.2 pp +9.7 pp +9.7 pp +9.7 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 45.9 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 45.7 14.7% 2 +0.1 pp +14.7 pp +14.7 pp +14.7 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 45.4 11.2% 2 +0.0 pp +11.2 pp +11.2 pp +11.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 44.5 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 44.5 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 42.8 8.0% 2 -0.4 pp +8.0 pp +8.0 pp +8.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 39.0 4.9% 2 -0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 37.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 37.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 37.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 36.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 33.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 33.9 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 33.5 22.8% 2 -1.9 pp +22.8 pp +22.8 pp +22.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 33.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 33.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 32.6 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 32.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 31.2 4.9% 2 +0.3 pp +4.9 pp +4.9 pp +4.9 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 31.0 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 30.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 30.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 30.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 29.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 28.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 28.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 28.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 28.2 16.6% 2 +0.3 pp +16.6 pp +16.6 pp +16.6 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 28.1 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 27.5 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 27.1 12.6% 2 +0.1 pp +12.6 pp +12.6 pp +12.6 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 26.9 13.0% 2 -0.0 pp +13.0 pp +13.0 pp +13.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 26.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 26.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 25.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 25.6 9.9% 2 -0.1 pp +9.9 pp +9.9 pp +9.9 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 25.5 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 24.9 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 24.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 24.2 15.0% 2 +0.2 pp +15.0 pp +15.0 pp +15.0 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 24.2 10.3% 2 -0.0 pp +10.3 pp +10.3 pp +10.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 23.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 23.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 23.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 23.1 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 22.8 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 22.7 2.3% 2 +0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 22.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 22.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 22.4 6.7% 2 -0.4 pp +6.7 pp +6.7 pp +6.7 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 22.0 9.7% 2 +3.1 pp +9.7 pp +9.7 pp +9.7 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 21.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 21.6 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 21.4 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 20.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 20.8 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 20.8 8.0% 2 +0.3 pp +8.0 pp +8.0 pp +8.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 20.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 20.0 10.8% 2 -0.2 pp +10.8 pp +10.8 pp +10.8 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 19.2 6.8% 2 +0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 19.0 6.5% 2 -0.3 pp +6.5 pp +6.5 pp +6.5 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 19.0 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 18.4 8.8% 2 -0.0 pp +8.8 pp +8.8 pp +8.8 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 18.4 0.8% 2 -0.9 pp +0.8 pp +0.8 pp +0.8 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 18.3 10.3% 2 -0.1 pp +10.3 pp +10.3 pp +10.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 17.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 17.6 9.9% 2 -0.1 pp +9.9 pp +9.9 pp +9.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 17.4 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 17.3 10.5% 2 -0.1 pp +10.5 pp +10.5 pp +10.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 17.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 17.2 9.8% 2 +1.3 pp +9.8 pp +9.8 pp +9.8 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 17.1 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 16.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 16.0 7.2% 2 +0.0 pp +7.2 pp +7.2 pp +7.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 15.6 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 15.2 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 15.2 8.4% 2 -0.0 pp +8.4 pp +8.4 pp +8.4 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 14.9 2.9% 2 +0.8 pp +2.9 pp +2.9 pp +2.9 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 14.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 14.9 8.6% 2 -0.3 pp +8.6 pp +8.6 pp +8.6 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 14.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 14.7 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 14.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 14.3 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 14.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 14.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.2 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 13.9 8.9% 2 +0.4 pp +8.9 pp +8.9 pp +8.9 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 13.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 13.8 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 13.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 13.7 12.2% 2 +1.2 pp +12.2 pp +12.2 pp +12.2 pp
☆tru Independence LLC CIK 0001785445 0.641 108 13.7 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 13.5 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 13.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 13.1 9.8% 2 -1.3 pp +9.8 pp +9.8 pp +9.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 13.0 7.9% 3 -0.0 pp +0.2 pp +7.9 pp +7.9 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 12.8 7.6% 2 -0.5 pp +7.6 pp +7.6 pp +7.6 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 12.7 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 12.7 10.7% 2 -0.2 pp +10.7 pp +10.7 pp +10.7 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 12.6 4.2% 2 +0.4 pp +4.2 pp +4.2 pp +4.2 pp
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☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 12.4 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 12.2 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 11.9 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 11.7 8.6% 3 +0.3 pp +0.5 pp +8.6 pp +8.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 11.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 11.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 11.3 3.1% 2 -1.6 pp +3.1 pp +3.1 pp +3.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 11.0 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 11.0 4.5% 2 +0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 10.5 6.2% 4 -0.2 pp -0.0 pp -0.2 pp +6.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 10.5 0.9% 4 +0.0 pp +0.1 pp +0.2 pp +0.9 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 10.5 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 10.2 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 10.2 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 10.2 6.1% 2 -0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 10.1 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 9.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 9.9 4.2% 2 -0.0 pp +4.2 pp +4.2 pp +4.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 9.7 5.0% 2 +0.6 pp +5.0 pp +5.0 pp +5.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 9.7 4.5% 2 -0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 9.6 5.5% 2 +0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 9.6 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 9.4 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 9.2 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 9.2 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 9.1 7.0% 4 +0.2 pp +0.2 pp +0.4 pp +7.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 9.1 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 9.0 5.3% 2 +0.4 pp +5.3 pp +5.3 pp +5.3 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 9.0 4.8% 3 -0.4 pp -0.3 pp +4.8 pp +4.8 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 8.8 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 8.5 8.8% 2 -0.0 pp +8.8 pp +8.8 pp +8.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 8.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 8.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 8.3 6.5% 2 +2.8 pp +6.5 pp +6.5 pp +6.5 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 8.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 8.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 7.9 3.5% 3 -0.1 pp +0.3 pp +3.5 pp +3.5 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 7.9 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 7.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 7.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 7.6 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
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☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 7.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 7.2 1.7% 2 +0.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Baring Financial LLC CIK 0002052588 0.395 83 6.9 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
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☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 6.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 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 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 6.7 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
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☆United Advisor Group, LLC CIK 0002004873 0.269 527 6.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 6.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 6.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 6.4 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
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☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Apella Capital, LLC CIK 0001801507 0.827 695 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 5.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 5.5 4.0% 2 +0.6 pp +4.0 pp +4.0 pp +4.0 pp
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☆Dodds Wealth, LLC CIK 0001973728 0.873 56 5.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
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☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 4.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.3 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 4.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 4.2 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 3.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆CGN Advisors LLC CIK 0001841506 0.595 322 3.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆CLG LLC CIK 0002059872 0.428 156 3.4 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
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☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 2.6 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.6 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 2.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 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 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 2.5 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 2.4 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 2.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.3 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 2.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 2.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 2.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 2.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 2.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 1.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 1.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.8 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 1.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.8 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 1.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 1.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.5 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 1.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆Abel Hall, LLC CIK 0002013339 0.148 955 1.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 1.3 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 1.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 1.2 1.2% 3 -0.2 pp +0.1 pp +1.2 pp +1.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 1.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆SLT Holdings LLC CIK 0002052222 0.097 146 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 1.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 1.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
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☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 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
☆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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 2 -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
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 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
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -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 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.3 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 DFAI). Qtrs Held counts distinct quarters this fund has actually held DFAI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAI position size. Δ columns are the percentage-point change in DFAI'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