Signals

← Signals

☆DFAT

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

Flow ranking

Rank#168
Score / z1.241 / 1.57
Consensus260.31 over 446 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 ▾
☆Creative Planning CIK 0001540235 0.979 4196 760.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 688.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 504.7 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 333.0 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 266.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 262.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 248.3 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 176.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 160.3 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 148.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 129.3 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 122.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 113.3 10.2% 2 +0.0 pp +10.2 pp +10.2 pp +10.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 102.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 102.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co of the South CIK 0002008165 0.815 146 96.9 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 92.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 89.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 88.9 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 83.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 82.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 82.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 79.4 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 75.0 21.5% 1 +21.5 pp +21.5 pp +21.5 pp +21.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 68.1 0.5% 2 +0.1 pp +0.5 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 64.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 63.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 60.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 59.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 52.7 19.0% 3 -4.1 pp -2.5 pp +19.0 pp +19.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 50.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 49.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 48.7 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 45.2 20.7% 1 +20.7 pp +20.7 pp +20.7 pp +20.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 45.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 42.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 41.9 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 39.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 38.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 37.3 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 37.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 34.5 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 32.8 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 32.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 31.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 29.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 28.4 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 26.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 26.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 26.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 26.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 26.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 25.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 25.2 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 25.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 24.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 23.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 23.3 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 23.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 22.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 22.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 21.7 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 21.4 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 21.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 21.0 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 20.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 20.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 20.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 20.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 20.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 20.1 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 20.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WPWealth LLP CIK 0001950118 0.866 103 19.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 19.3 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 19.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 19.0 7.1% 3 -0.1 pp -0.9 pp +7.1 pp +7.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 18.3 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 18.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 17.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 17.5 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 16.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 16.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 16.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 16.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 16.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 15.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 15.6 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 15.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 15.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 15.4 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 14.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 14.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 14.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 14.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 13.7 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 13.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 13.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 12.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 12.6 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 12.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 12.4 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 12.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 11.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 11.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 11.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 11.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 10.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 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 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 10.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 10.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 10.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 10.1 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 10.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 10.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 10.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 9.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 9.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 8.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 8.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 8.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 8.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 8.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 8.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 8.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 8.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 7.9 2.0% 2 +0.6 pp +2.0 pp +2.0 pp +2.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 7.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 7.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 7.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 7.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 7.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 7.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 7.3 3.6% 3 -0.6 pp -1.3 pp +3.6 pp +3.6 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 7.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 7.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 7.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 7.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 6.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 6.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 6.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 6.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 6.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 6.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 6.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 6.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 5.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆City State Bank CIK 0001910666 0.322 809 5.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 5.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 5.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 5.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 5.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 5.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 4.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 4.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.6 2.1% 3 -0.0 pp -0.3 pp +2.1 pp +2.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 4.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 4.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 4.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 4.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 4.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.9 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 3.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 3.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 3.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 3.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 3.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 3.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.2 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 2.5 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 2.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 2.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 2.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jentner Corp CIK 0001695908 0.884 54 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Addison Advisors LLC CIK 0001843745 0.131 707 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 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 (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