Signals

← Signals

☆DFAT

957 in-universe funds with a nonzero position in DFAT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#302
Score / z0.741 / 0.87
Consensus325.87 over 555 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 930.0 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 873.2 0.9% 6 -0.0 pp -0.0 pp -0.3 pp -0.6 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 725.8 9.3% 5 +0.2 pp +1.4 pp +1.6 pp +1.6 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 442.4 17.6% 5 -0.4 pp -0.4 pp -0.9 pp -1.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 399.3 5.1% 5 +0.1 pp -0.0 pp +0.5 pp +0.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 393.7 3.3% 5 -0.3 pp -0.5 pp +0.5 pp -0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 375.0 1.1% 5 -0.3 pp -0.5 pp -0.4 pp -0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 332.2 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 196.7 15.6% 5 -1.0 pp -1.0 pp -1.2 pp -2.8 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 178.2 11.2% 5 +0.1 pp +1.0 pp +1.4 pp +1.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 144.1 2.0% 5 -0.1 pp +0.1 pp -0.1 pp -0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 128.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 126.1 0.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 124.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Trust Co of the South CIK 0002008165 0.815 146 122.6 17.3% 5 -0.7 pp -0.2 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 113.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 107.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 105.3 6.8% 5 +0.6 pp -2.5 pp -0.4 pp -1.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 104.2 3.4% 5 +0.1 pp +0.2 pp +3.3 pp +3.3 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 102.3 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 100.2 21.7% 5 +0.1 pp +0.6 pp +0.3 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 97.3 0.5% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 93.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 88.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 79.6 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 76.3 20.2% 5 -0.1 pp +0.8 pp +1.1 pp +1.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 74.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 71.6 7.5% 5 -0.2 pp -0.5 pp -4.5 pp -4.6 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 71.6 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 64.7 10.4% 5 -3.6 pp -4.8 pp -6.5 pp -9.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 64.5 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 64.2 17.6% 7 +0.5 pp -0.2 pp -0.8 pp -1.4 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 62.1 5.8% 5 +0.1 pp +0.4 pp +0.7 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 59.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 59.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 57.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 57.6 1.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 57.1 20.4% 5 -0.4 pp -0.0 pp -0.5 pp -0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 55.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 53.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 52.9 4.3% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 52.8 1.3% 5 -1.3 pp -1.3 pp -1.4 pp -1.6 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 51.8 4.6% 1 +4.6 pp +4.6 pp -0.2 pp -5.4 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 51.1 7.8% 2 -0.5 pp +7.8 pp +7.8 pp +7.8 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 49.8 3.7% 5 +0.2 pp +0.6 pp +0.7 pp +0.9 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 48.4 2.0% 5 -0.2 pp -0.2 pp -0.5 pp -0.8 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 47.9 7.8% 5 -0.5 pp -0.6 pp -1.2 pp -1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 46.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 44.5 16.1% 5 +0.3 pp +0.8 pp +0.5 pp +0.8 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 40.9 6.9% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Richard Young Associates, Ltd. CIK 0002107563 0.842 29 39.0 26.0% 2 -0.6 pp +26.0 pp +26.0 pp +26.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 38.8 1.1% 5 +0.0 pp +0.1 pp -0.1 pp -0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 37.6 15.5% 4 -3.1 pp -2.4 pp -2.6 pp +15.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 35.4 2.4% 5 -0.7 pp -0.8 pp -1.0 pp -0.9 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 35.3 8.4% 5 -0.3 pp -0.2 pp -0.4 pp -0.3 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 33.0 2.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 33.0 2.3% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 32.7 3.1% 5 +0.1 pp +0.3 pp +0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 32.5 1.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 32.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthAvenue LLC CIK 0002123735 0.695 314 31.8 22.8% 2 +0.9 pp +22.8 pp +22.8 pp +22.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 31.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 31.7 15.3% 5 +0.3 pp +0.9 pp +0.9 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 31.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 31.1 5.1% 5 +0.1 pp +0.2 pp -0.0 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 30.5 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 30.2 7.3% 5 -0.2 pp -0.5 pp -0.8 pp -1.2 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 30.2 6.7% 5 +0.2 pp +0.6 pp +0.7 pp +0.6 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 30.0 13.3% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 29.5 2.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 28.8 3.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 28.4 8.9% 7 +0.7 pp +2.1 pp +2.3 pp +1.8 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 28.2 11.0% 5 -0.4 pp -0.7 pp -1.1 pp -1.8 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 27.3 11.7% 5 -0.1 pp +0.2 pp +0.1 pp -0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 27.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 26.9 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 26.9 8.1% 5 +0.4 pp +0.3 pp -0.3 pp -0.1 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 26.9 6.6% 5 -0.0 pp +0.1 pp +0.9 pp +1.1 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 26.7 2.9% 5 -0.5 pp -0.6 pp -0.7 pp -0.7 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 26.1 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 25.8 2.9% 5 +0.0 pp +0.2 pp +0.8 pp +1.4 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 25.6 5.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 25.5 6.3% 4 +0.1 pp +0.4 pp +0.7 pp +6.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 25.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 25.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 24.6 6.9% 2 +0.1 pp +6.9 pp +6.9 pp +6.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 24.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 24.1 1.0% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 24.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 23.2 5.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.2 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 23.1 5.1% 5 -0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 22.8 4.3% 5 +0.4 pp +0.4 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 22.3 19.1% 2 +0.1 pp +19.1 pp +19.1 pp +19.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 22.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 22.0 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 21.8 11.1% 5 -0.0 pp -0.0 pp -0.3 pp -1.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 21.5 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 21.5 6.0% 5 +2.2 pp +2.4 pp +2.4 pp +2.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 21.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 21.3 2.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 21.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 21.1 8.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 21.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 20.5 5.0% 4 -0.1 pp -0.2 pp +0.3 pp +5.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 20.5 7.4% 5 -0.0 pp -0.6 pp -0.8 pp -0.8 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 20.2 13.7% 5 +0.1 pp +3.9 pp +3.7 pp +3.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 19.3 4.9% 5 +0.0 pp -0.1 pp -0.3 pp -0.6 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 19.2 4.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 19.1 6.0% 5 -0.1 pp +0.3 pp +0.7 pp +1.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 19.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 17.6 2.6% 5 -0.1 pp -0.1 pp -0.6 pp -0.9 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 17.6 1.7% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 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 17.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 16.6 12.9% 2 -0.2 pp +12.9 pp +12.9 pp +12.9 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 16.5 11.7% 5 +0.1 pp +0.7 pp +0.9 pp +1.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 16.4 2.6% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 16.3 4.1% 5 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 16.0 2.1% 5 -0.4 pp -0.5 pp -0.8 pp -1.7 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 15.8 1.8% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 15.5 6.0% 5 -0.5 pp -0.7 pp -1.2 pp -2.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 15.4 8.1% 5 -0.1 pp -0.2 pp -0.3 pp -1.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 15.2 9.3% 5 -0.1 pp +0.0 pp -0.1 pp -0.3 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 14.9 1.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 14.9 3.5% 5 +0.0 pp +0.2 pp -0.1 pp +0.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 14.6 3.9% 5 +0.1 pp +0.4 pp +0.7 pp +0.5 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 14.4 7.5% 5 -0.2 pp -0.4 pp -1.0 pp -1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 14.2 3.8% 5 +0.3 pp +0.3 pp +0.2 pp +0.4 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 13.7 6.4% 5 -2.5 pp -2.5 pp -2.9 pp -3.4 pp
☆Navigation Group, LLC CIK 0002132497 0.648 121 13.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 13.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 13.1 1.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 12.9 5.1% 5 -0.4 pp -1.0 pp -1.3 pp -1.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 12.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 12.7 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 12.6 4.1% 5 +0.3 pp +0.3 pp +0.5 pp +0.6 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 12.4 6.1% 5 +0.0 pp -0.0 pp -0.6 pp -0.7 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 12.4 2.7% 5 -0.2 pp +0.1 pp -1.9 pp +2.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.3 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 11.7 2.6% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 11.6 2.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 10.9 1.1% 5 -0.1 pp +0.5 pp -0.3 pp -0.4 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 10.8 0.6% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 10.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 10.5 4.8% 7 -0.6 pp -0.1 pp +0.1 pp +1.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 10.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 10.4 5.4% 5 +0.0 pp +0.1 pp -0.2 pp -0.3 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 10.3 2.4% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 10.2 1.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Avondale Wealth Management CIK 0001738720 0.647 66 10.2 4.2% 5 +0.1 pp +0.2 pp +0.5 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 10.0 2.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 9.9 2.3% 5 +0.2 pp +0.3 pp +0.3 pp -0.2 pp
☆City State Bank CIK 0001910666 0.322 809 9.9 2.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 9.7 8.3% 2 +0.0 pp +8.3 pp +8.3 pp +8.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 9.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 9.6 2.5% 5 -0.4 pp -0.3 pp -0.3 pp -0.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 9.4 2.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 9.3 3.5% 4 -0.1 pp -0.2 pp -0.5 pp +3.5 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 9.2 4.6% 5 -0.1 pp -0.6 pp -0.5 pp -1.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 9.2 0.9% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 9.0 2.9% 5 -0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 9.0 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 8.8 2.5% 1 +2.5 pp +0.1 pp -0.2 pp -0.4 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 8.6 1.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 8.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 8.4 2.6% 5 +0.4 pp +0.7 pp +0.8 pp +0.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 8.4 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 8.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 8.2 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 8.0 6.0% 2 +0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 8.0 2.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 7.6 2.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 7.5 2.1% 5 -0.2 pp -0.3 pp -0.5 pp -0.8 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 7.5 5.1% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 7.2 2.7% 5 -0.1 pp +0.2 pp +0.0 pp -0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 7.2 3.2% 5 +0.3 pp +0.4 pp +0.5 pp +0.3 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 7.2 1.7% 5 -0.0 pp -0.3 pp -0.5 pp -0.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 7.2 0.9% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 7.0 2.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 7.0 2.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 7.0 2.2% 5 +0.1 pp +0.4 pp +0.5 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 6.8 6.5% 2 +0.0 pp +6.5 pp +6.5 pp +6.5 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 6.8 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 6.7 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 6.5 3.7% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 6.4 2.9% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 6.4 1.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 6.3 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.3 0.4% 4 +0.0 pp +0.0 pp +0.3 pp +0.4 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 6.3 1.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 6.2 1.0% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 6.2 1.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 6.1 1.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 6.1 4.0% 5 +0.1 pp +0.2 pp +0.4 pp +1.7 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 6.1 1.5% 5 +0.1 pp -0.0 pp +0.5 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 6.1 3.5% 5 -0.3 pp -0.2 pp -0.2 pp -0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.9 2.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 5.9 1.9% 1 +1.9 pp +0.2 pp +0.3 pp +0.5 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.9 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 5.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 5.8 1.7% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 5.7 2.7% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.7 2.2% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 5.6 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 5.6 0.8% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 5.4 0.5% 5 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆White Wing Wealth Management CIK 0002001473 0.735 40 5.3 2.8% 5 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.3 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 5.3 1.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 5.3 0.6% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 5.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 5.2 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 5.1 1.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 5.1 1.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 5.1 2.8% 4 -0.2 pp +2.5 pp +2.5 pp +2.8 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 5.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 5.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 5.0 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 4.9 2.4% 5 -0.0 pp -0.2 pp -0.6 pp -0.9 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 4.9 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 4.8 1.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 4.8 1.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 4.8 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 4.8 1.2% 3 +0.1 pp +0.4 pp +1.2 pp +1.2 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 4.8 2.7% 5 -0.1 pp -0.2 pp -0.3 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 4.6 1.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.8 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 4.5 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 4.4 0.1% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 4.4 2.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 4.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 4.2 0.5% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.2 1.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.5 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 4.1 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 4.1 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Walsh & Associates, LLC CIK 0002135144 0.506 245 4.1 3.3% 2 +0.8 pp +3.3 pp +3.3 pp +3.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 4.1 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 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 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 4.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 4.0 1.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 3.9 0.7% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 3.9 1.2% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 3.9 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 3.8 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 3.8 3.0% 6 +0.2 pp +0.7 pp +1.4 pp +0.8 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 3.7 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +0.8 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 3.7 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 3.7 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 3.6 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 3.6 2.1% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 3.6 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 3.5 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 3.5 0.7% 5 +0.1 pp +0.5 pp -1.2 pp -1.4 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.5 1.9% 5 +0.1 pp +0.4 pp +0.2 pp +0.2 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 3.5 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 3.3 1.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 3.3 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 3.3 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.3 0.4% 5 -0.0 pp -0.4 pp -0.0 pp -0.1 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 3.2 2.3% 5 +0.2 pp +0.4 pp +0.5 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.2 0.4% 5 -0.0 pp -0.1 pp -0.6 pp -0.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.2 1.5% 6 -0.2 pp -0.1 pp +0.0 pp -0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 3.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 3.0 0.4% 4 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 2.9 1.8% 6 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 2.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 2.9 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 2.9 1.0% 5 -0.0 pp +0.1 pp -0.2 pp -0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 2.8 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 2.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.8 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 2.7 0.7% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.5 0.8% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
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☆Midwest Trust Co CIK 0002077080 0.757 606 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 2.4 1.3% 4 -0.1 pp +0.2 pp +0.5 pp +1.3 pp
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☆Abel Hall, LLC CIK 0002013339 0.148 955 2.4 0.4% 5 -0.0 pp -0.1 pp -0.4 pp -0.5 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 2.3 0.2% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.2 1.1% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 2.2 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 2.2 0.5% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 2.2 0.9% 5 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 2.1 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 2.0 1.5% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.9 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 1.9 0.7% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 1.9 0.8% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆25 LLC CIK 0001968777 0.795 80 1.8 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pandowealth. LLC CIK 2143045 0.767 18 1.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 1.8 1.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 1.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆Curi Capital, LLC CIK 0001332905 0.547 888 1.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 1.7 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 1.7 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 1.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VIRTUE ASSET MANAGEMENT LLC CIK 0002094533 0.169 108 1.7 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspirean Wealth, LLC CIK 0002110285 0.783 20 1.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 1.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
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☆Compass Advisory Group LLC CIK 0001720292 0.720 89 1.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 1.6 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 1.6 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 1.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.5 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 1.4 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 1.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.3 0.2% 5 -0.0 pp -0.4 pp +0.0 pp -0.4 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.3 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
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☆Partners in Financial Planning CIK 0002054264 0.816 131 1.3 0.2% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BetterWealth, LLC CIK 0001911702 0.869 86 1.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Aurelius Family Office LLC CIK 0002053738 0.739 49 1.2 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 1.2 0.6% 4 -0.0 pp +0.0 pp -0.1 pp +0.6 pp
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☆Nautilus Advisors LLC CIK 0002083253 0.166 179 1.0 0.6% 6 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆Falcon Wealth Planning CIK 0001839850 0.779 244 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.9 0.2% 5 -0.0 pp -0.0 pp -0.3 pp -0.5 pp
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☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 0.9 0.3% 5 -0.0 pp -0.0 pp -1.1 pp -1.1 pp
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☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.9 0.3% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 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 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -5.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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