Signals

← Signals

★DFAI

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

Flow ranking

Rank#71
Score / z2.795 / 3.96
Consensus267.00 over 483 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+624% / 1.6d ⚡

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 560.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 419.3 5.4% 3 -0.0 pp +2.1 pp +5.4 pp +5.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 382.2 0.1% 3 +0.0 pp +0.0 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 328.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 316.7 1.7% 3 -0.2 pp -0.3 pp +1.7 pp +1.7 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 251.9 25.9% 3 -0.2 pp +0.3 pp +25.9 pp +25.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 235.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 198.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 151.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 151.2 7.8% 3 -0.7 pp -1.6 pp +7.8 pp +7.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 147.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 138.3 15.6% 3 +0.2 pp +0.0 pp +15.6 pp +15.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 129.9 2.5% 2 +1.4 pp +2.5 pp +2.5 pp +2.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 126.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 126.2 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 114.3 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 107.5 3.2% 3 +0.2 pp +2.0 pp +3.2 pp +3.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 103.2 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 102.2 2.0% 3 +0.2 pp +0.1 pp +2.0 pp +2.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 101.2 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 101.1 1.3% 3 -0.1 pp +0.0 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 95.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 87.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 84.0 12.4% 3 +0.2 pp -0.1 pp +12.4 pp +12.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 79.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 78.8 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 78.0 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 75.4 2.2% 4 -2.1 pp -1.9 pp -1.6 pp +2.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 75.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 74.8 0.5% 3 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 72.6 0.4% 1 +0.4 pp +0.1 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 72.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 71.0 7.9% 3 +0.2 pp -0.6 pp +7.9 pp +7.9 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 70.8 12.8% 3 +0.8 pp +0.5 pp +12.8 pp +12.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 69.5 2.6% 3 -0.0 pp -0.2 pp +2.6 pp +2.6 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 68.4 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 68.0 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 66.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 63.4 6.5% 3 +0.1 pp +0.2 pp +6.5 pp +6.5 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 57.0 4.3% 3 +0.1 pp +0.0 pp +4.3 pp +4.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 56.4 2.1% 5 +0.9 pp +0.9 pp +0.9 pp +1.2 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 55.6 6.0% 3 -0.7 pp -0.7 pp +6.0 pp +6.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 54.6 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 53.2 4.9% 3 -0.2 pp -0.4 pp +4.9 pp +4.9 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 52.2 10.4% 3 +0.7 pp +0.9 pp +10.4 pp +10.4 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 52.1 3.4% 3 +0.3 pp +0.6 pp +3.4 pp +3.4 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 50.3 15.3% 3 +0.5 pp +0.6 pp +15.3 pp +15.3 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 48.3 6.6% 3 +0.6 pp +0.5 pp +6.6 pp +6.6 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 46.6 8.5% 2 -0.1 pp +8.5 pp +8.5 pp +8.5 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 46.0 12.0% 3 +0.8 pp +0.8 pp +12.0 pp +12.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 45.0 8.2% 3 +0.1 pp -0.2 pp +8.2 pp +8.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 44.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 42.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 41.8 1.0% 3 +0.1 pp +0.5 pp +1.0 pp +1.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 41.4 5.1% 3 +0.2 pp +0.1 pp +5.1 pp +5.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 41.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 40.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 40.2 13.5% 3 +5.1 pp +5.1 pp +13.5 pp +13.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 40.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 40.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 38.6 2.2% 3 +0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 37.0 24.1% 3 +1.3 pp -0.6 pp +24.1 pp +24.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 36.6 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 36.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 36.3 5.9% 1 +5.9 pp +0.6 pp +5.9 pp +5.9 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 35.9 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 35.6 5.3% 3 +0.4 pp +0.6 pp +5.3 pp +5.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 34.3 5.3% 3 +0.3 pp +0.5 pp +5.3 pp +5.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 34.3 1.3% 3 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 34.0 3.6% 3 +3.4 pp +3.5 pp +3.6 pp +3.6 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 33.5 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 32.9 2.7% 3 +0.8 pp +0.8 pp +2.7 pp +2.7 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 32.6 2.6% 3 -0.0 pp -0.0 pp +2.6 pp +2.6 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 32.4 3.0% 3 +0.7 pp +1.4 pp +3.0 pp +3.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 32.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 31.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 30.5 16.6% 3 +0.0 pp +0.4 pp +16.6 pp +16.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 30.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 29.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 29.6 7.8% 2 -0.3 pp +7.8 pp +7.8 pp +7.8 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 29.3 12.9% 3 +0.3 pp +0.4 pp +12.9 pp +12.9 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 28.9 4.0% 3 +0.1 pp -0.0 pp +4.0 pp +4.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 28.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 27.9 3.9% 3 +0.0 pp -0.1 pp +3.9 pp +3.9 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 27.7 13.1% 3 +0.1 pp +0.1 pp +13.1 pp +13.1 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 27.2 10.1% 3 +0.1 pp +0.0 pp +10.1 pp +10.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 27.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 27.2 15.2% 3 +0.2 pp +0.5 pp +15.2 pp +15.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 27.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 27.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 26.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 26.1 5.7% 3 -0.2 pp -0.6 pp +5.7 pp +5.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 25.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 25.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 25.2 2.7% 3 -0.0 pp +0.2 pp +2.7 pp +2.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 24.8 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 24.4 9.0% 3 +1.0 pp +1.3 pp +9.0 pp +9.0 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 24.1 10.5% 3 +0.2 pp +0.2 pp +10.5 pp +10.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 23.6 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 23.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 23.5 6.3% 3 -0.4 pp -0.8 pp +6.3 pp +6.3 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 23.3 3.9% 3 +0.1 pp -0.0 pp +3.9 pp +3.9 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 23.1 10.0% 3 +0.3 pp +3.5 pp +10.0 pp +10.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 23.0 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 22.9 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 22.1 11.2% 3 +1.3 pp +1.1 pp +11.2 pp +11.2 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 21.9 7.5% 3 +0.6 pp +0.9 pp +7.5 pp +7.5 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 21.8 4.5% 3 +0.2 pp +0.2 pp +4.5 pp +4.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 21.7 5.7% 3 -0.0 pp -0.2 pp +5.7 pp +5.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 21.4 1.9% 3 -0.0 pp -0.3 pp +1.9 pp +1.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 21.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 21.2 10.6% 3 -0.2 pp -0.4 pp +10.6 pp +10.6 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 19.7 10.5% 3 +0.2 pp +0.1 pp +10.5 pp +10.5 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 19.5 6.2% 3 -0.3 pp -0.7 pp +6.2 pp +6.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 19.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 19.1 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 19.0 11.0% 3 +0.5 pp +0.4 pp +11.0 pp +11.0 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 18.9 4.1% 3 +0.2 pp +0.1 pp +4.1 pp +4.1 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 18.4 10.0% 3 +0.2 pp +1.4 pp +10.0 pp +10.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 18.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 18.1 0.8% 3 -0.0 pp -0.9 pp +0.8 pp +0.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 17.8 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 16.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 16.9 7.6% 3 +0.4 pp +0.4 pp +7.6 pp +7.6 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 16.5 5.8% 3 +0.2 pp +0.1 pp +5.8 pp +5.8 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 16.2 6.1% 3 +0.2 pp +0.2 pp +6.1 pp +6.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 16.0 1.8% 3 -0.1 pp -0.4 pp +1.8 pp +1.8 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 15.7 3.0% 3 +0.1 pp +0.9 pp +3.0 pp +3.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 15.5 8.9% 3 +0.3 pp +0.0 pp +8.9 pp +8.9 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 15.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 15.3 4.1% 3 +0.7 pp +0.9 pp +4.1 pp +4.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 15.3 7.9% 3 +0.3 pp -0.2 pp +7.9 pp +7.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 15.1 5.7% 3 -0.5 pp -0.7 pp +5.7 pp +5.7 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 15.0 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 14.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 14.9 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 14.9 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 14.9 7.7% 2 +0.2 pp +7.7 pp +7.7 pp +7.7 pp
☆tru Independence LLC CIK 0001785445 0.641 108 14.8 3.7% 3 +0.2 pp +0.1 pp +3.7 pp +3.7 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 14.8 5.3% 3 +0.3 pp +0.5 pp +5.3 pp +5.3 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 14.6 5.0% 3 +0.1 pp +0.0 pp +5.0 pp +5.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 14.4 8.3% 4 +0.4 pp +0.4 pp +0.6 pp +8.3 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 14.4 8.7% 3 -0.2 pp +0.3 pp +8.7 pp +8.7 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 14.2 10.3% 3 +0.5 pp -0.8 pp +10.3 pp +10.3 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 14.1 5.3% 3 +0.8 pp +1.0 pp +5.3 pp +5.3 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 14.0 1.6% 3 +0.2 pp +0.6 pp +1.6 pp +1.6 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 14.0 2.9% 3 +0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 13.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
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☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 13.7 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 13.5 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 13.5 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 13.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 13.3 3.2% 3 -0.0 pp +0.3 pp +3.2 pp +3.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 13.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 12.6 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 12.5 8.9% 4 +0.3 pp +0.6 pp +0.8 pp +8.9 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 12.5 5.6% 3 +0.6 pp +1.2 pp +5.6 pp +5.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆GEM Asset Management, LLC CIK 0001963319 0.462 116 11.4 5.1% 3 +0.1 pp +0.4 pp +5.1 pp +5.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 11.2 3.4% 3 +0.2 pp +0.2 pp +3.4 pp +3.4 pp
☆Fort Henry Capital, LLC CIK 0001843536 0.856 17 11.2 6.8% 3 +0.4 pp +0.3 pp +6.8 pp +6.8 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 11.1 4.0% 3 +0.5 pp +0.7 pp +4.0 pp +4.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 11.1 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 10.1 1.4% 3 +0.3 pp +0.5 pp +1.4 pp +1.4 pp
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☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 9.9 7.6% 5 +0.6 pp +0.8 pp +0.7 pp +1.0 pp
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☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 8.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 8.6 3.6% 4 +0.1 pp -0.0 pp +0.3 pp +3.6 pp
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☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 2.8 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.7 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 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
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☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.7 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
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☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.6 2.1% 3 +0.1 pp +0.2 pp +2.1 pp +2.1 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 2.6 1.5% 3 +0.2 pp +0.1 pp +1.5 pp +1.5 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Vestment Financial LLC CIK 0002056705 0.756 41 2.2 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
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☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.2 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Level Wealth Management LLC CIK 0002036775 0.791 70 2.2 1.1% 3 -0.0 pp -0.2 pp +1.1 pp +1.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 1.7 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
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☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 0.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.5 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
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☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BURNEY CO/ CIK 0000940445 0.713 605 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.4 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RS CRUM INC. CIK 0001401459 0.764 103 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆TABLEAUX LLC CIK 0002060663 0.396 120 0.3 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
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☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 -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% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 3 -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% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +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% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -7.4 pp -7.4 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -6.0 pp -6.4 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 +0.0 pp -2.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.1 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 -4.0 pp -3.8 pp -3.4 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 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 +0.0 pp -0.7 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
☆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
☆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
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -5.6 pp -5.8 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
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -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% 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 +0.0 pp -1.1 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
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 -8.8 pp -8.8 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 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
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆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
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -1.9 pp -1.8 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 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
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -12.2 pp -11.0 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
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -1.9 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
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -4.6 pp -4.6 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.1 pp -0.1 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 (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