Signals

← Signals

☆DFAT

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

Flow ranking

Rank#75
Score / z2.122 / 3.18
Consensus273.46 over 477 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 809.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 770.9 1.2% 3 -0.2 pp -0.4 pp +1.2 pp +1.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 567.7 7.8% 2 +0.1 pp +7.8 pp +7.8 pp +7.8 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 379.6 18.4% 2 -0.3 pp +18.4 pp +18.4 pp +18.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 289.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 288.7 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 254.3 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 165.6 16.8% 2 -1.6 pp +16.8 pp +16.8 pp +16.8 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 146.3 9.8% 2 +0.4 pp +9.8 pp +9.8 pp +9.8 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 125.3 10.3% 3 +0.1 pp +0.1 pp +10.3 pp +10.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 122.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 108.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 103.6 17.2% 2 -0.0 pp +17.2 pp +17.2 pp +17.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 98.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 93.7 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 88.7 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 86.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 86.2 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 83.9 12.1% 2 -0.1 pp +12.1 pp +12.1 pp +12.1 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 81.2 21.3% 2 -0.1 pp +21.3 pp +21.3 pp +21.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 75.4 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 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 70.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 70.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 67.6 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 63.8 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 61.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 57.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 56.2 19.1% 2 +0.6 pp +19.1 pp +19.1 pp +19.1 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 54.2 18.3% 4 -0.7 pp -4.8 pp -3.2 pp +18.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 52.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 51.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 49.6 16.9% 2 -3.0 pp +16.9 pp +16.9 pp +16.9 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 48.8 20.9% 2 +0.3 pp +20.9 pp +20.9 pp +20.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 47.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 46.5 4.8% 2 -5.1 pp +4.8 pp +4.8 pp +4.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 45.9 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 45.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 44.4 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 43.5 7.2% 2 -1.0 pp +7.2 pp +7.2 pp +7.2 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 42.8 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 42.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 40.4 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 40.1 9.0% 2 -0.3 pp +9.0 pp +9.0 pp +9.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 35.2 15.6% 2 +0.4 pp +15.6 pp +15.6 pp +15.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 33.8 0.0% 2 -0.0 pp +0.0 pp +0.0 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 33.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 32.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 30.8 8.8% 2 +0.0 pp +8.8 pp +8.8 pp +8.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 29.6 6.6% 2 -0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 29.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 29.2 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 28.9 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 28.8 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 27.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 26.9 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 26.3 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 26.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 25.2 6.1% 2 -0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 25.0 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 24.9 8.1% 2 -0.3 pp +8.1 pp +8.1 pp +8.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 24.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 24.6 12.2% 2 -0.6 pp +12.2 pp +12.2 pp +12.2 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 24.2 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 23.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 23.7 12.9% 2 +0.1 pp +12.9 pp +12.9 pp +12.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 23.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 23.2 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 23.2 11.6% 2 -0.1 pp +11.6 pp +11.6 pp +11.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 22.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 22.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 22.2 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 22.1 14.3% 2 +0.1 pp +14.3 pp +14.3 pp +14.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 20.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 20.5 6.6% 4 -0.5 pp -0.6 pp -1.4 pp +6.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 20.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 20.3 4.6% 2 +4.3 pp +4.6 pp +4.6 pp +4.6 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 20.3 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 20.2 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 20.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 20.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 19.7 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 19.5 8.2% 2 +0.0 pp +8.2 pp +8.2 pp +8.2 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 19.3 8.4% 2 +0.2 pp +8.4 pp +8.4 pp +8.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 19.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 18.8 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 18.4 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 18.2 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 18.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 17.7 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 17.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 17.5 5.2% 2 -0.3 pp +5.2 pp +5.2 pp +5.2 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 17.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 17.2 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 17.1 11.4% 2 -0.8 pp +11.4 pp +11.4 pp +11.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 17.1 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 16.9 9.9% 2 -0.2 pp +9.9 pp +9.9 pp +9.9 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 16.9 8.2% 2 +0.2 pp +8.2 pp +8.2 pp +8.2 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 16.5 4.7% 2 -0.4 pp +4.7 pp +4.7 pp +4.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 15.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 14.8 5.3% 2 +0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 14.2 8.5% 2 -0.3 pp +8.5 pp +8.5 pp +8.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 14.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 14.1 2.9% 2 -0.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.8 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 13.2 8.4% 2 -1.0 pp +8.4 pp +8.4 pp +8.4 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 13.1 9.3% 2 -0.3 pp +9.3 pp +9.3 pp +9.3 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 13.1 7.2% 2 -0.9 pp +7.2 pp +7.2 pp +7.2 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 12.8 10.8% 2 +0.1 pp +10.8 pp +10.8 pp +10.8 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 12.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 12.7 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 12.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 12.4 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 12.3 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 12.0 9.2% 2 -0.5 pp +9.2 pp +9.2 pp +9.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 11.7 2.1% 2 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 11.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 11.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 11.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 11.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 11.0 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 10.9 6.3% 2 -0.6 pp +6.3 pp +6.3 pp +6.3 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 10.7 6.7% 2 -0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 10.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 10.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 10.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 10.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 9.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 9.6 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 9.3 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 9.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 9.2 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 9.2 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 9.1 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 9.0 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 8.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 8.5 2.0% 3 +0.0 pp +0.6 pp +2.0 pp +2.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 8.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 8.4 4.7% 4 +1.1 pp +0.6 pp -0.2 pp +4.7 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 8.3 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 8.2 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 8.2 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.1 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 8.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 8.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 7.9 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 7.7 5.1% 2 -0.7 pp +5.1 pp +5.1 pp +5.1 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 7.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 7.4 2.0% 2 -0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 7.3 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 7.2 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 7.1 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 7.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 7.0 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 6.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 6.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆City State Bank CIK 0001910666 0.322 809 6.7 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 6.6 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 6.6 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 6.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 6.2 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.9 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 5.8 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 5.4 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 5.4 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 5.3 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 5.3 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 5.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 5.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 5.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 5.0 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 4.9 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.9 2.1% 4 -0.0 pp -0.0 pp -0.3 pp +2.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 4.8 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 4.8 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 4.7 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 4.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 4.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 4.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 4.5 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 4.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 4.5 1.5% 2 -0.8 pp +1.5 pp +1.5 pp +1.5 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 4.5 3.5% 2 +1.3 pp +3.5 pp +3.5 pp +3.5 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 4.4 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 4.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 4.4 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 4.4 2.3% 3 -0.1 pp -0.6 pp +2.3 pp +2.3 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 4.3 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 4.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 4.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 4.1 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 4.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.1 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
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☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 4.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 3.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 3.9 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 3.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 3.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.5 0.5% 3 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 3.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 3.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 3.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 3.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Applied Capital LLC CIK 0001862965 0.797 53 2.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.7 1.4% 3 -0.2 pp -0.2 pp +1.4 pp +1.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Certified Advisory Corp CIK 0001731732 0.386 327 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
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☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 2.0 1.7% 3 -0.5 pp -0.7 pp +1.7 pp +1.7 pp
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☆Ascent Group, LLC CIK 0001913231 0.508 808 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆STEPH & CO CIK 0000941519 0.731 283 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -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
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -5.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 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 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -6.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 -16.0 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 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 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 -19.5 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 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
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -1.2 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 DFAT). Qtrs Held counts distinct quarters this fund has actually held DFAT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAT position size. Δ columns are the percentage-point change in DFAT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status