Signals

← Signals

☆DFAU

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

Flow ranking

Rank#25
Score / z6.498 / 7.80
Consensus223.57 over 376 funds
Momentumno 12m return

Price & positioning

251 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 393.2 2.0% 6 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 249.4 16.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 235.8 2.0% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 229.7 9.0% 5 +0.4 pp +0.0 pp +8.9 pp +8.8 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 225.3 3.8% 3 +0.7 pp +1.3 pp +3.8 pp +3.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 203.8 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 186.8 42.8% 5 +2.3 pp +2.5 pp +2.2 pp +3.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 182.9 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 169.4 0.6% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MARS JEWETT FINANCIAL GROUP, INC. CIK 0002079098 0.469 46 168.5 34.1% 2 -10.5 pp +34.1 pp +34.1 pp +34.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 162.1 1.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 157.0 12.6% 5 +12.1 pp +12.0 pp +12.1 pp +12.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 152.0 0.7% 5 +0.0 pp -0.2 pp +0.5 pp +0.6 pp
☆Kooman & Associates CIK 0001961850 0.724 56 148.1 39.8% 5 +1.1 pp +0.6 pp +0.5 pp +1.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 136.7 21.9% 5 +0.8 pp +1.3 pp +1.2 pp +0.9 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 133.5 26.9% 6 +0.8 pp +0.1 pp -0.3 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 124.2 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 110.2 1.6% 5 -0.0 pp +1.5 pp +1.5 pp +1.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 109.0 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 108.8 11.7% 5 +0.4 pp -0.6 pp -0.2 pp -0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 105.6 3.0% 4 +0.4 pp +0.0 pp +0.2 pp +3.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 102.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆WPWealth LLP CIK 0001950118 0.866 103 94.4 14.0% 5 +1.2 pp +1.1 pp +1.7 pp +2.7 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 92.9 18.3% 2 -1.1 pp +18.3 pp +18.3 pp +18.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 91.9 0.8% 5 -0.1 pp -0.1 pp -0.6 pp -0.4 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 89.0 21.5% 5 +0.9 pp +0.5 pp +0.7 pp +1.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 86.0 2.5% 5 -0.2 pp -0.3 pp -0.4 pp -1.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 71.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 65.7 14.0% 5 +0.2 pp +0.1 pp +0.2 pp -0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 64.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 64.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Pandowealth. LLC CIK 2143045 0.767 18 61.1 49.5% 2 +2.5 pp +49.5 pp +49.5 pp +49.5 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 60.7 14.9% 2 -0.9 pp +14.9 pp +14.9 pp +14.9 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.760 80 59.3 11.5% 5 -0.1 pp -0.0 pp -0.6 pp -0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 59.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 58.7 7.1% 5 +0.2 pp +0.1 pp +0.1 pp -4.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 58.5 31.8% 5 +1.2 pp +0.6 pp +1.2 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 58.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 58.0 12.3% 5 +0.7 pp +0.9 pp +1.1 pp +0.7 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 57.3 17.8% 5 +1.6 pp +1.5 pp +1.5 pp +2.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 56.3 0.9% 5 -0.0 pp -1.6 pp -2.1 pp -2.3 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 55.7 15.7% 5 -0.5 pp -1.7 pp -3.5 pp -4.3 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 55.2 7.3% 2 +0.5 pp +7.3 pp +7.3 pp +7.3 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 54.8 23.8% 5 +2.6 pp +2.8 pp +1.8 pp +1.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 52.5 1.0% 7 -0.9 pp -0.7 pp -0.1 pp -0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 51.6 3.3% 4 +0.4 pp +0.6 pp +1.5 pp +3.3 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 51.2 14.3% 5 +1.1 pp +1.3 pp +1.3 pp +1.9 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 50.2 8.3% 5 +1.0 pp +1.1 pp +1.4 pp +1.8 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 49.6 18.0% 5 +0.5 pp -0.5 pp -0.9 pp -0.4 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 49.5 5.6% 5 +0.1 pp -1.8 pp -1.9 pp -2.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 49.0 4.4% 5 +0.5 pp +0.9 pp +1.6 pp +1.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 48.3 2.2% 5 -0.3 pp -0.1 pp -0.1 pp -0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 47.2 1.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 46.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 46.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 46.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 45.7 6.1% 5 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 45.0 1.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 43.4 7.1% 5 -0.2 pp -1.1 pp -1.5 pp -1.7 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 42.2 14.0% 5 +0.3 pp +1.9 pp +2.6 pp +2.5 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 41.5 5.2% 5 +2.7 pp +3.1 pp +3.2 pp +3.7 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 41.1 9.0% 5 -0.6 pp -0.6 pp -0.5 pp -0.4 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 40.9 11.5% 1 +11.5 pp -0.0 pp +0.6 pp +1.2 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 40.6 20.2% 5 -0.4 pp -1.2 pp -2.1 pp -2.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 38.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 38.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 38.0 14.4% 5 +1.1 pp +1.4 pp +1.5 pp +1.7 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 37.8 17.2% 5 +0.7 pp +0.7 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 37.6 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 36.7 8.5% 5 +0.2 pp +0.2 pp +0.3 pp +0.8 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 36.6 8.5% 5 +0.5 pp +1.3 pp +1.9 pp +2.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 36.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 36.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 35.6 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 34.8 6.0% 5 +0.5 pp +0.3 pp +0.3 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 32.6 15.4% 5 +1.0 pp +0.6 pp -0.3 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 32.5 4.1% 5 +0.0 pp -0.8 pp -1.2 pp -1.4 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 32.1 16.8% 5 +2.6 pp +1.3 pp +0.8 pp -0.6 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 32.0 13.1% 5 -1.4 pp -1.5 pp -2.4 pp -2.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 31.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 30.8 24.2% 5 +0.7 pp +0.2 pp +0.5 pp +1.5 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 30.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 30.0 4.0% 5 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 29.4 10.3% 5 +0.2 pp -0.2 pp +0.1 pp +0.3 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 29.3 2.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 28.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 27.9 7.8% 5 +0.3 pp -0.0 pp -0.1 pp +0.6 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 27.3 5.2% 5 +0.3 pp -0.9 pp -0.9 pp -0.7 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 27.2 10.1% 5 +0.2 pp +0.2 pp +0.4 pp -0.4 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 27.1 8.8% 5 +0.3 pp -0.0 pp -1.1 pp -0.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 27.0 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 26.8 0.2% 2 -0.2 pp +0.2 pp +0.2 pp -0.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 25.8 1.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 25.6 2.5% 5 +0.1 pp -0.3 pp -0.4 pp -0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 24.1 11.3% 5 +1.7 pp +0.7 pp +0.7 pp -0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 24.0 1.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 21.8 5.7% 5 -0.2 pp -0.5 pp -1.0 pp -1.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 21.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 21.3 1.8% 5 -0.2 pp -2.4 pp -1.3 pp -1.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 20.9 1.6% 7 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 20.8 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 19.6 2.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 19.6 6.3% 1 +6.3 pp +0.3 pp +0.4 pp +1.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 19.5 4.2% 5 +0.5 pp +0.6 pp +0.7 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 17.2 2.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 16.6 5.3% 5 +0.5 pp +1.0 pp +1.5 pp +1.6 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 16.4 8.7% 7 +0.5 pp -0.0 pp -0.3 pp -0.2 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 16.3 8.5% 5 +0.5 pp +0.2 pp +0.3 pp +0.5 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 16.3 12.3% 5 +0.6 pp +0.5 pp +2.4 pp +2.6 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 16.1 6.8% 5 -0.4 pp -1.0 pp -1.1 pp -0.8 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 16.1 3.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 16.0 5.4% 5 -0.3 pp -0.3 pp -3.0 pp -3.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 15.8 2.6% 4 -0.0 pp -0.1 pp -0.1 pp +2.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.7 0.0% 6 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 15.6 2.7% 5 +0.2 pp +0.1 pp +0.6 pp +0.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 15.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 15.3 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.3 0.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 14.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 13.9 4.5% 5 +0.1 pp -0.1 pp -0.4 pp -0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 13.2 10.6% 2 +3.2 pp +10.6 pp +10.6 pp +10.6 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 13.1 8.9% 5 -0.0 pp +0.4 pp +0.7 pp +0.1 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 13.0 3.9% 5 -0.0 pp +0.1 pp +0.4 pp +0.7 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 13.0 4.2% 5 +0.3 pp +0.3 pp -0.1 pp +0.2 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 13.0 9.4% 5 +0.1 pp -0.5 pp -0.7 pp -1.0 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 12.8 5.4% 3 -0.0 pp -0.6 pp +5.4 pp +5.4 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 12.8 3.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 12.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 12.0 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 12.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Prodigy Asset Management LLC CIK 0001956244 0.864 29 11.8 3.6% 5 +0.2 pp +0.7 pp +0.1 pp -0.3 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 11.8 3.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 11.7 3.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 11.5 5.5% 5 -0.0 pp -0.4 pp -0.5 pp -0.6 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 11.2 4.1% 5 +0.1 pp +0.1 pp -0.1 pp -0.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 11.1 3.4% 5 -0.0 pp +0.2 pp +0.7 pp +0.9 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 11.0 1.8% 5 -0.7 pp +0.7 pp +1.0 pp +1.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 10.9 5.4% 5 +0.2 pp -0.3 pp -1.0 pp -1.4 pp
☆Invst, LLC CIK 0001867587 0.314 343 10.5 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 10.5 12.4% 5 +0.5 pp +0.0 pp -0.1 pp -0.1 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 10.4 2.3% 5 -0.1 pp -0.4 pp -0.6 pp -1.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 10.4 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 10.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 10.1 0.4% 5 -0.1 pp +0.0 pp -0.0 pp -0.2 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 10.0 7.4% 4 +0.5 pp +0.5 pp +1.2 pp +7.4 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 9.7 3.6% 5 +0.1 pp -0.3 pp -0.6 pp -0.6 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 9.7 5.0% 4 -0.2 pp +0.5 pp +1.6 pp +5.0 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.517 81 9.6 6.8% 2 +0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.331 146 9.4 3.2% 5 +0.2 pp +0.4 pp +1.2 pp +1.5 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 9.2 0.6% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 9.0 1.6% 5 -0.2 pp -0.4 pp -1.8 pp -2.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 8.9 7.3% 2 +0.3 pp +7.3 pp +7.3 pp +7.3 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 8.9 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +0.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 8.4 1.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 8.4 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 8.3 1.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 8.3 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 7.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 7.8 1.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 7.7 4.0% 5 -0.1 pp -0.5 pp -0.6 pp -1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 7.6 3.0% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 7.5 2.7% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 7.3 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 7.2 1.2% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.2 3.4% 6 -0.3 pp -0.3 pp -0.6 pp -0.4 pp
☆CROBAN CIK 0001694663 0.128 81 7.1 3.1% 4 +0.2 pp +0.2 pp -1.3 pp +3.1 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 7.1 2.4% 5 -0.4 pp -0.9 pp -1.4 pp -1.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 7.1 4.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 6.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 6.7 2.7% 5 -0.1 pp -0.5 pp -0.6 pp -0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 6.4 5.0% 3 +0.2 pp +0.2 pp +5.0 pp +5.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 6.4 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 6.3 1.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 6.3 2.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 6.3 1.3% 5 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 6.3 1.0% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 6.1 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 6.1 3.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 6.1 2.3% 5 +0.5 pp +0.3 pp +0.3 pp +0.5 pp
☆Sanchez Levi Garrett CIK 0002126627 0.583 74 6.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 5.9 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 5.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 5.7 3.4% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆CSP Financial Group, LLC CIK 0002111080 0.771 24 5.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 5.3 2.2% 3 -0.1 pp -1.2 pp +2.2 pp +2.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 5.0 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.0 0.9% 6 +0.0 pp -0.7 pp -0.6 pp -0.4 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 5.0 1.5% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 4.9 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆BluePrint Investing LLC CIK 0002108872 0.662 25 4.8 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 4.8 2.2% 3 -0.0 pp +0.4 pp +2.2 pp +2.2 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 4.8 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 4.8 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 4.6 1.1% 5 +0.0 pp -0.9 pp -1.2 pp -1.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 4.5 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆SEAMOUNT FINANCIAL GROUP INC CIK 0002011267 0.342 141 4.5 1.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 4.5 1.1% 5 +0.1 pp -1.4 pp -0.2 pp -0.4 pp
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☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 4.3 1.0% 5 +0.1 pp +0.0 pp -0.3 pp -0.8 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 4.3 0.9% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 4.3 1.6% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 4.1 1.3% 1 +1.3 pp +1.3 pp -0.0 pp +1.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 4.1 2.5% 3 -0.3 pp -0.5 pp +2.5 pp +2.5 pp
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☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.1 1.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.5 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 4.0 1.2% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 4.0 1.6% 5 -0.0 pp -0.2 pp -0.4 pp -0.5 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 4.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 4.0 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆V2 Financial group LLC CIK 0002022843 0.490 123 3.9 1.4% 2 +0.8 pp +1.4 pp +1.4 pp +1.4 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.9 0.4% 5 +0.0 pp -0.1 pp -0.3 pp -0.2 pp
☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 3.9 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 3.8 1.4% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 3.7 2.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.7 0.1% 1 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 3.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 3.6 1.9% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 3.5 1.7% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 3.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 3.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST PRIVATE WEALTH, LLC CIK 0001831193 0.535 82 3.5 1.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 3.5 2.2% 6 +0.2 pp -0.1 pp -0.2 pp -0.3 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 3.4 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 3.2 1.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 3.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 3.1 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 3.1 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 3.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 3.0 0.4% 7 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.0 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 2.8 0.3% 5 +0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 2.8 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 2.7 1.5% 5 +0.1 pp -0.1 pp -0.4 pp -0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.7 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 2.6 1.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.6 0.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 2.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 2.6 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 2.5 0.9% 5 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 2.5 0.4% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 2.5 1.2% 5 -0.4 pp -0.2 pp -0.2 pp -0.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 2.4 1.2% 4 +0.1 pp +0.2 pp +0.8 pp +1.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 2.3 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 2.3 1.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.1 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 2.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.2 0.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 2.1 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 2.1 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 2.1 0.4% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 2.1 1.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.1 0.8% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 2.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 2.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.9 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 1.8 1.1% 4 +0.1 pp +0.5 pp +0.8 pp +1.1 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 1.8 1.0% 6 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 1.8 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 1.8 0.6% 5 -0.0 pp -0.5 pp -0.6 pp -0.6 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.8 0.3% 5 -0.2 pp -0.4 pp -0.4 pp -0.6 pp
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☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 1.7 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 1.7 1.2% 5 +0.2 pp +0.2 pp +0.6 pp +0.7 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.7 0.2% 3 -0.4 pp -0.5 pp +0.2 pp -1.4 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 1.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.7 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 1.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Gordian Advisors LLC CIK 0002011856 0.774 65 0.3 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Emprise Bank CIK 0002018815 0.570 109 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -13.0 pp -13.1 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -7.4 pp -7.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.0 0.0% 0 -1.2 pp -1.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -8.6 pp -8.6 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 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 -4.6 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -15.1 pp -15.5 pp -13.4 pp -13.4 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 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 (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