Signals

← Signals

☆DFAU

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

Flow ranking

Rank#76
Score / z2.436 / 3.10
Consensus187.05 over 322 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 282.2 1.9% 2 +0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 183.5 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 161.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 159.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 146.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 146.6 39.4% 1 +39.4 pp +39.4 pp +39.4 pp +39.4 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 115.6 27.1% 2 +0.4 pp +27.1 pp +27.1 pp +27.1 pp
☆Kooman & Associates CIK 0001961850 0.724 56 114.8 38.8% 1 +38.8 pp +38.8 pp +38.8 pp +38.8 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 106.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 99.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 90.4 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 89.5 21.0% 1 +21.0 pp +21.0 pp +21.0 pp +21.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 87.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 85.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 84.9 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 83.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 77.3 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 68.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 65.1 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆WPWealth LLP CIK 0001950118 0.866 103 62.6 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 57.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.761 80 56.3 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 55.1 20.4% 1 +20.4 pp +20.4 pp +20.4 pp +20.4 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 53.8 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 53.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 53.1 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 52.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 45.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 44.1 31.2% 1 +31.2 pp +31.2 pp +31.2 pp +31.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 40.7 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 39.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 38.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 38.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 38.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 38.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 37.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 36.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 35.3 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 35.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 35.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 34.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 34.9 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 34.6 22.7% 1 +22.7 pp +22.7 pp +22.7 pp +22.7 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 34.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 33.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 32.8 22.7% 1 +22.7 pp +22.7 pp +22.7 pp +22.7 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 32.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 32.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 32.5 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 32.3 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 32.0 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 31.0 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 29.4 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 28.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 27.7 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 27.5 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 27.4 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 27.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 26.6 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 26.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 26.5 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 26.2 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 25.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 24.8 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 24.6 22.7% 1 +22.7 pp +22.7 pp +22.7 pp +22.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 22.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 22.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 22.0 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 21.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 21.7 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 20.9 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 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 20.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 20.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 20.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 19.7 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 19.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 19.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 17.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 17.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 17.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 17.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 17.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 16.2 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 16.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 15.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 15.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 15.2 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 14.9 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 14.2 9.0% 3 +0.6 pp +0.1 pp +9.0 pp +9.0 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 14.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 13.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 13.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 13.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 13.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 13.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 13.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 13.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 12.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 11.9 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 11.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 11.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 10.7 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 10.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 10.6 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 10.5 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 10.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 10.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 9.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 9.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 9.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 9.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Martin Worley Group CIK 0002049542 0.360 91 9.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 9.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 9.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 8.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 8.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 8.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 7.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 7.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 7.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 7.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 7.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 7.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 7.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 6.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 6.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 6.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 6.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 6.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 6.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 6.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 6.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 6.2 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 6.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 6.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 6.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 6.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.865 29 5.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 5.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 5.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 5.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 5.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 4.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.8 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 4.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 4.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 4.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COWA, LLC CIK 0001844480 0.512 181 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.607 73 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 3.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.5 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 3.1 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 3.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 2.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.9 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -3.3 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 DFAU). Qtrs Held counts distinct quarters this fund has actually held DFAU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAU position size. Δ columns are the percentage-point change in DFAU'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