Signals

← Signals

☆DFAR

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

Flow ranking

Rank#889
Score / z0.136 / 0.10
Consensus135.01 over 213 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 89.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 63.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 59.8 10.2% 4 +0.6 pp +0.1 pp -0.4 pp +10.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 52.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 50.1 2.3% 4 +0.1 pp -0.0 pp -0.1 pp +2.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 38.9 0.8% 3 +0.0 pp +0.4 pp +0.8 pp +0.8 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 34.2 3.7% 4 +0.2 pp +0.1 pp +0.1 pp +3.7 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 33.8 5.9% 4 +0.3 pp +0.0 pp -0.3 pp +5.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 31.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 25.9 6.0% 4 +0.3 pp +0.3 pp +0.1 pp +6.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 23.8 3.7% 4 -0.1 pp -0.1 pp -0.3 pp +3.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 22.0 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 16.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 16.6 3.3% 4 +0.3 pp +0.5 pp +0.6 pp +3.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 16.5 2.2% 6 +0.1 pp -0.0 pp -0.2 pp -0.5 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 16.4 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 14.1 3.5% 4 +0.4 pp +0.3 pp +0.2 pp +3.5 pp
☆Fidato Wealth LLC CIK 0001711360 0.883 14 12.6 8.2% 4 +0.5 pp +0.5 pp +0.4 pp +8.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 12.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 11.5 3.5% 4 +0.1 pp -0.1 pp -0.3 pp +3.5 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 11.3 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 10.9 1.0% 4 +0.3 pp +0.5 pp +0.7 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 10.2 5.5% 4 +0.6 pp +0.6 pp +1.0 pp +5.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.1 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 10.1 1.8% 4 -0.1 pp -0.2 pp -0.2 pp +1.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 10.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Berkeley Wealth Management, LLC CIK 0002062383 0.406 77 10.0 5.3% 2 +3.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 9.9 0.7% 4 -0.2 pp -1.2 pp -2.6 pp +0.7 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 9.8 4.1% 4 +0.4 pp +0.5 pp +0.5 pp +4.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 9.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 9.2 1.8% 4 +0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 8.4 4.9% 4 +0.6 pp +0.8 pp +1.2 pp +4.9 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 8.0 2.5% 4 +0.1 pp -0.1 pp -0.3 pp +2.5 pp
☆Straight Path Wealth Management CIK 0001902506 0.734 141 7.6 2.0% 4 +0.3 pp +0.3 pp +0.2 pp +2.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.4 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 7.0 4.1% 3 +0.3 pp +0.2 pp +4.1 pp +4.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 6.7 2.3% 4 +0.1 pp -0.1 pp -0.0 pp +2.3 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 6.7 4.2% 4 +0.2 pp +0.2 pp +0.1 pp +4.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 6.3 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 6.1 1.7% 4 -0.1 pp -0.2 pp -0.2 pp +1.7 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.8 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 5.6 3.2% 4 +0.1 pp +0.0 pp -0.0 pp +3.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 5.1 1.3% 4 +0.1 pp +0.0 pp -0.1 pp +1.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.1 0.1% 4 -0.1 pp -0.2 pp -0.3 pp +0.1 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 5.0 3.7% 4 +0.4 pp +0.5 pp +0.6 pp +3.7 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 4.9 1.9% 4 +0.2 pp +0.1 pp +0.1 pp +1.9 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 4.8 0.3% 2 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 4.8 2.3% 4 +0.3 pp +0.4 pp +0.4 pp +2.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 4.8 1.3% 4 +0.1 pp -0.0 pp -0.1 pp +1.3 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 4.6 1.0% 4 +0.0 pp -0.4 pp -0.5 pp +1.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 4.4 1.9% 4 +0.0 pp +0.0 pp -0.0 pp +1.9 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 4.4 2.4% 5 +0.0 pp -0.0 pp -0.2 pp -0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 4.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 4.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 4.0 1.5% 4 -0.0 pp -0.0 pp +0.0 pp +1.5 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.0 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 4.0 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 4.0 1.9% 4 +0.3 pp +0.5 pp +0.8 pp +1.9 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 3.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 3.9 0.9% 4 +0.2 pp +0.4 pp +0.8 pp +0.9 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 3.9 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 3.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.8 1.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 3.7 2.5% 5 +0.1 pp +0.1 pp +0.3 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.4 0.2% 4 -0.0 pp -0.2 pp -1.6 pp +0.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 3.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 3.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.0 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 2.9 0.7% 4 +0.0 pp +0.2 pp +0.1 pp +0.7 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 2.8 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 2.6 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.5 1.4% 4 +0.2 pp +0.0 pp -0.1 pp +1.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.4 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 2.3 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 2.3 1.1% 4 +0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 2.2 1.3% 4 +0.2 pp +0.2 pp +0.3 pp +1.3 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 2.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.8 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 1.7 1.3% 4 +0.3 pp +0.7 pp +0.7 pp +1.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.6 0.3% 4 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 1.6 0.8% 4 +0.2 pp +0.1 pp +0.0 pp +0.8 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 1.6 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 1.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 1.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 1.3 1.2% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.3 0.6% 4 +0.2 pp +0.1 pp +0.1 pp +0.6 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 1.2 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.2 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 1.2 0.4% 4 +0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 1.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.1 0.5% 4 +0.0 pp -0.3 pp -0.3 pp +0.5 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 1.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 1.1 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 1.1 0.4% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 1.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.9 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.9 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.8 0.2% 4 +0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.8 0.4% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.7 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.6 0.3% 4 -0.0 pp -0.1 pp -0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.6 0.4% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.5 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.4 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.4 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆CLG LLC CIK 0002059872 0.428 156 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 0.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dupree Financial Group, LLC CIK 0001989251 0.159 81 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.3 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MASECO LLP CIK 0002074052 0.917 291 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.1 0.0% 1 +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% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 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 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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
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☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 -0.3 pp -0.9 pp -1.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 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 +0.0 pp -2.5 pp -2.7 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -1.4 pp -1.5 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 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
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -3.0 pp -3.0 pp -3.0 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
☆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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.1 pp -0.1 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
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 -1.4 pp -1.8 pp -2.2 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 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 -0.8 pp -0.8 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
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -1.3 pp -1.3 pp -1.3 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
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
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 DFAR). Qtrs Held counts distinct quarters this fund has actually held DFAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAR position size. Δ columns are the percentage-point change in DFAR'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