Signals

← Signals

☆DFAS

743 in-universe funds with a nonzero position in DFAS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1331
Score / z0.024 / 0.01
Consensus299.61 over 525 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 1,288.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 500.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 396.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 371.2 20.8% 1 +20.8 pp +20.8 pp +20.8 pp +20.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 195.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 177.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 157.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 151.2 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 87.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 83.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 77.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 75.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 68.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 64.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 61.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 61.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 60.8 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 58.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 57.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 56.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 56.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 56.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 50.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 49.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 46.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 45.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 45.1 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 41.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 40.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 39.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 37.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 36.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 36.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 36.6 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 36.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 35.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 35.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 34.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 31.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 30.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 30.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 29.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 29.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 28.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 27.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 26.0 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 25.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 25.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 25.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 25.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 25.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 24.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 24.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 24.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 24.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 23.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 22.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 22.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 21.5 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 21.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 21.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 20.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 20.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 20.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 20.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 20.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 19.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 19.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 19.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 19.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 18.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 18.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 17.8 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 17.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 17.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 17.3 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 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 17.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 17.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 16.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 16.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 16.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 15.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 15.3 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 15.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 15.2 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 15.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 15.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 14.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 14.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 14.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 14.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 14.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 14.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 13.9 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 13.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 13.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 13.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 12.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 11.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 11.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 11.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 11.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 11.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 11.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 11.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 11.0 8.4% 2 +0.2 pp +8.4 pp +8.4 pp +8.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 11.0 2.8% 2 +0.9 pp +2.8 pp +2.8 pp +2.8 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 10.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 10.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WPWealth LLP CIK 0001950118 0.866 103 10.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 10.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 10.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 10.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 10.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 10.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 10.0 6.3% 2 -0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 9.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 9.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 9.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 9.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 9.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 9.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 9.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 9.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 8.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 8.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 8.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 8.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 8.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 8.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 8.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 8.0 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Invst, LLC CIK 0001867587 0.314 343 8.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 7.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 7.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 7.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 7.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 7.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 7.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 7.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 7.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 7.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 7.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 7.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.2 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 7.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 6.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 6.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 6.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 6.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 6.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 6.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 6.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 6.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 6.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 6.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 5.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 5.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Kooman & Associates CIK 0001961850 0.724 56 5.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 5.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 5.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 5.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 5.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 5.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 5.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 5.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 5.1 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 4.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 4.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 4.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 4.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 4.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 4.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 4.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 4.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 4.4 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 4.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 4.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 4.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 4.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 4.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Well Done, LLC CIK 0001667132 0.522 202 4.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 3.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 3.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 3.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 3.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 3.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CLG LLC CIK 0002059872 0.428 156 3.6 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ACAS, LLC CIK 0001859505 0.399 93 3.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 3.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 3.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 3.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 3.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 3.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 2.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.9 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 2.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Busey Bank CIK 0001427202 0.741 388 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 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 DFAS). Qtrs Held counts distinct quarters this fund has actually held DFAS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAS position size. Δ columns are the percentage-point change in DFAS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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