Signals

← Signals

★DFAI

854 in-universe funds with a nonzero position in DFAI within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#63
Score / z3.583 / 3.23
Consensus314.25 over 549 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+200% / 1.0d ⚡

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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1,011.4 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 581.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 438.7 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 434.6 5.4% 4 -0.0 pp -0.1 pp +2.1 pp +5.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 355.0 1.8% 4 +0.1 pp -0.1 pp -0.2 pp +1.8 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 346.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 267.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 254.0 25.4% 4 -0.5 pp -0.7 pp -0.2 pp +25.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 229.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 166.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 163.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 162.3 7.5% 4 -0.3 pp -1.0 pp -1.9 pp +7.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 156.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 152.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 140.2 15.1% 4 -0.5 pp -0.3 pp -0.5 pp +15.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 135.8 7.8% 2 +6.1 pp +7.8 pp +7.8 pp +7.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 129.9 2.6% 3 +0.0 pp +1.4 pp +2.6 pp +2.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 125.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 115.1 3.2% 4 -0.1 pp +0.1 pp +1.9 pp +3.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 114.8 1.6% 4 -0.2 pp -0.1 pp -0.1 pp +1.6 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 114.4 2.1% 4 +0.1 pp +0.3 pp +0.3 pp +2.1 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 112.8 12.9% 4 +4.9 pp +5.2 pp +4.4 pp +12.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 106.8 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 105.8 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 105.8 1.0% 4 -0.3 pp -0.4 pp -0.3 pp +1.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 98.8 3.1% 5 +0.8 pp -1.3 pp -1.0 pp -0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 98.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 93.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 91.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 89.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 89.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 88.3 2.8% 3 -0.7 pp -0.7 pp +2.8 pp +2.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 86.6 0.9% 4 +0.0 pp -0.1 pp -0.0 pp +0.9 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 86.3 12.9% 4 +0.5 pp +0.7 pp +0.4 pp +12.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 83.7 0.4% 4 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 77.6 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 74.4 13.1% 4 +0.3 pp +1.0 pp +0.8 pp +13.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 71.8 2.5% 4 -0.1 pp -0.2 pp -0.3 pp +2.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 71.4 0.4% 2 -0.0 pp +0.4 pp +0.1 pp +0.4 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 71.3 9.7% 2 +0.4 pp +9.7 pp +9.7 pp +9.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 70.4 1.2% 4 +0.2 pp +0.3 pp +0.7 pp +1.2 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 66.0 7.4% 4 +0.9 pp +1.0 pp +1.0 pp +7.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 61.7 2.6% 6 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 60.6 1.0% 4 +0.0 pp +0.1 pp +0.0 pp +1.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 59.5 6.8% 4 +0.9 pp +0.2 pp +0.2 pp +6.8 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 58.9 3.5% 4 +0.1 pp +0.4 pp +0.7 pp +3.5 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 56.9 8.3% 4 +1.7 pp +2.3 pp +2.2 pp +8.3 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 56.7 4.4% 4 +0.1 pp +0.2 pp +0.1 pp +4.4 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 55.4 10.9% 4 +0.5 pp +1.2 pp +1.5 pp +10.9 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 55.4 15.5% 4 +0.3 pp +0.8 pp +0.9 pp +15.5 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 54.3 4.0% 4 -0.9 pp -1.2 pp -1.3 pp +4.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 49.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 49.7 0.8% 4 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 49.3 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 47.8 8.8% 3 +0.3 pp +0.2 pp +8.8 pp +8.8 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 47.5 12.5% 4 +0.5 pp +1.3 pp +1.4 pp +12.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 47.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 46.5 0.7% 4 +0.5 pp +0.6 pp +0.5 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 46.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 45.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 45.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 43.0 4.3% 4 +1.7 pp +2.5 pp +2.4 pp +4.3 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 42.5 8.6% 4 +0.5 pp +0.6 pp +0.2 pp +8.6 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 40.7 5.0% 4 -0.1 pp +0.1 pp -0.1 pp +5.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 40.2 13.5% 4 +0.0 pp +5.1 pp +5.1 pp +13.5 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 40.2 3.4% 4 +0.4 pp +1.1 pp +1.8 pp +3.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 39.5 2.2% 4 +0.0 pp +0.1 pp -0.0 pp +2.2 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 39.0 23.8% 4 -0.3 pp +1.0 pp -0.9 pp +23.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 38.9 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 37.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 37.7 2.5% 4 -1.1 pp +2.3 pp +2.4 pp +2.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 36.9 1.3% 4 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 36.5 1.8% 4 +0.0 pp +0.0 pp -0.0 pp +1.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 36.3 5.5% 4 +0.2 pp +0.4 pp +0.6 pp +5.5 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 35.7 5.9% 2 -0.0 pp +5.9 pp +0.5 pp +5.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 35.7 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 34.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 33.5 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 33.5 11.4% 4 +2.4 pp +3.4 pp +3.7 pp +11.4 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 32.9 2.9% 4 +0.3 pp +0.2 pp +0.3 pp +2.9 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 32.8 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 32.3 17.4% 4 +6.4 pp +6.9 pp +6.8 pp +17.4 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 32.2 9.2% 4 +7.9 pp +8.1 pp +8.2 pp +9.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 32.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 31.6 17.6% 4 +0.9 pp +1.0 pp +1.3 pp +17.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 30.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 30.8 12.5% 4 -0.4 pp -0.1 pp +0.0 pp +12.5 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 30.6 7.7% 3 -0.1 pp -0.4 pp +7.7 pp +7.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 30.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 29.9 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 29.7 4.1% 4 +0.1 pp +0.2 pp +0.1 pp +4.1 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 29.6 13.2% 4 +0.1 pp +0.2 pp +0.2 pp +13.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 29.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 28.2 15.4% 4 +0.2 pp +0.4 pp +0.7 pp +15.4 pp
☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 27.4 3.5% 4 +0.7 pp +0.7 pp +1.0 pp +3.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 27.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 27.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 26.8 3.6% 4 -0.4 pp -0.4 pp -0.5 pp +3.6 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 26.6 5.7% 4 -0.0 pp -0.2 pp -0.6 pp +5.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 25.9 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 25.4 1.4% 4 +0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 24.9 8.3% 4 +0.8 pp +1.5 pp +1.8 pp +8.3 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 24.7 4.7% 4 +0.2 pp +0.4 pp +0.4 pp +4.7 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 24.6 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 24.5 10.8% 4 +0.2 pp +0.5 pp +0.4 pp +10.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 24.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 24.3 10.4% 4 +0.3 pp +0.7 pp +3.8 pp +10.4 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 23.6 9.4% 4 -0.7 pp -0.6 pp -0.7 pp +9.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 23.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 23.4 3.0% 4 -0.9 pp -0.8 pp -0.9 pp +3.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 23.2 0.6% 4 -0.1 pp -0.0 pp -0.0 pp +0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 23.1 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 22.8 5.2% 4 -0.1 pp +0.3 pp +0.5 pp +5.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 22.5 10.8% 4 -0.4 pp +0.9 pp +0.7 pp +10.8 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 22.4 11.1% 4 +0.5 pp +0.3 pp +0.1 pp +11.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 22.0 5.8% 4 +0.1 pp +0.1 pp -0.0 pp +5.8 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 21.8 2.0% 4 +0.0 pp +0.0 pp -0.3 pp +2.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 21.7 5.7% 4 -0.5 pp -0.9 pp -1.4 pp +5.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 21.4 1.2% 4 -0.2 pp -0.2 pp -0.2 pp +1.2 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 20.8 10.7% 4 +0.2 pp +0.4 pp +0.3 pp +10.7 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 20.6 4.1% 4 +0.1 pp +0.2 pp +0.2 pp +4.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 20.0 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 19.6 6.2% 4 +0.0 pp -0.3 pp -0.6 pp +6.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 19.6 6.5% 4 +1.2 pp +2.1 pp +2.3 pp +6.5 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 19.0 4.1% 4 +0.0 pp +0.2 pp +0.1 pp +4.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 18.9 0.3% 4 -0.5 pp -0.7 pp -0.8 pp +0.3 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 18.3 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 17.6 5.9% 4 +0.1 pp +0.4 pp +0.2 pp +5.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 17.1 4.5% 4 +0.4 pp +1.1 pp +1.3 pp +4.5 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 17.0 7.6% 4 +0.0 pp +0.4 pp +0.4 pp +7.6 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 17.0 1.9% 4 +0.3 pp +0.5 pp +0.9 pp +1.9 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 16.6 5.7% 4 +0.4 pp +0.7 pp +0.9 pp +5.7 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 16.5 6.2% 4 +0.1 pp +0.3 pp +0.3 pp +6.2 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 16.3 0.8% 4 -0.0 pp -0.1 pp -1.0 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 16.2 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 16.1 1.8% 4 +0.0 pp -0.1 pp -0.4 pp +1.8 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 16.1 8.8% 4 -0.1 pp +0.2 pp -0.1 pp +8.8 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 16.0 3.1% 4 +0.1 pp +0.2 pp +1.0 pp +3.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 16.0 8.0% 4 +0.1 pp +0.4 pp -0.1 pp +8.0 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 15.6 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 15.6 5.6% 4 -0.1 pp -0.6 pp -0.8 pp +5.6 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 15.5 8.9% 4 +0.2 pp -0.0 pp +0.4 pp +8.9 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 15.5 5.0% 4 -0.1 pp +0.1 pp -0.0 pp +5.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 15.4 8.3% 5 +0.1 pp +0.5 pp +0.5 pp +0.7 pp
☆Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 15.1 7.6% 3 -0.1 pp +0.1 pp +7.6 pp +7.6 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 15.1 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 14.5 3.0% 4 +0.1 pp +0.2 pp +0.0 pp +3.0 pp
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☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 14.4 1.9% 4 +0.5 pp +0.8 pp +1.0 pp +1.9 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.4 1.8% 4 -0.1 pp -0.2 pp -0.3 pp +1.8 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 13.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 13.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
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☆First PREMIER Bank CIK 0001653926 0.233 358 3.6 0.8% 4 +0.3 pp +0.4 pp +0.5 pp +0.8 pp
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☆ERn Financial, LLC CIK 0001768302 0.529 161 3.5 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.5 2.3% 4 -1.4 pp -1.6 pp -1.0 pp +2.3 pp
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☆Diversified Trust Co CIK 0001479844 0.817 1115 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.1 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 1.0 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 1.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 1.0 0.7% 4 +0.4 pp +0.5 pp +0.5 pp +0.7 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.9 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.9 0.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.8 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.8 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.8 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWF LLC CIK 0002065728 0.943 14 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darrow Company, Inc. CIK 0001908169 0.521 58 0.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eastover Investment Advisors LLC CIK 0001472800 0.453 49 0.7 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.7 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.6 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 0.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.6 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.6 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.6 0.0% 4 +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% 4 +0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.6 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.6 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.5 0.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.5 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lexington Hill Partners, LLC CIK 0002111980 0.557 77 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Advisers, LLC CIK 0002042930 0.778 44 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 4 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.4 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 0.4 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Wall Capital Group, Inc. CIK 0001699803 0.375 30 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.3 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp -0.2 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.3 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.3 0.1% 4 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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 +0.0 pp -0.7 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 -0.2 pp -0.2 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -4.5 pp -3.5 pp -3.4 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
☆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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -5.6 pp -5.8 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
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.1 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
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -8.8 pp -8.8 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆JNBA Financial Advisors CIK 0001569118 0.792 830 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
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 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 -0.0 pp -0.1 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -3.2 pp -3.2 pp -3.2 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -1.1 pp -1.3 pp -1.4 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -1.9 pp -1.8 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 -0.0 pp -0.2 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp -12.2 pp -11.0 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
☆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
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 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
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -4.6 pp -4.6 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -2.8 pp -2.8 pp -2.9 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 +0.0 pp -0.2 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Benson Investment Management Company, Inc. CIK 0001694896 0.000 9 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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