Signals

← Signals

☆DFAX

656 in-universe funds with a nonzero position in DFAX within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#10
Score / z8.660 / 12.30
Consensus233.98 over 403 funds
Momentumno 12m return

Price & positioning

247 cached closes, trailing year
Drawdownno history
Short interest-4% / 1.0d

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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 349.4 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 276.0 13.5% 3 +0.1 pp +6.0 pp +13.5 pp +13.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 264.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 240.5 30.9% 3 +0.5 pp +0.2 pp +30.9 pp +30.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 216.4 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 214.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 198.4 19.5% 3 +0.5 pp -1.3 pp +19.5 pp +19.5 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 168.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 158.7 17.5% 3 +0.6 pp +0.9 pp +17.5 pp +17.5 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 157.3 1.6% 3 +0.1 pp +0.7 pp +1.6 pp +1.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 133.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 130.8 4.0% 3 -0.0 pp -0.2 pp +4.0 pp +4.0 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 125.6 29.4% 3 +0.3 pp +0.0 pp +29.4 pp +29.4 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 124.0 7.0% 3 +0.1 pp -0.1 pp +7.0 pp +7.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 121.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 112.7 1.4% 3 +0.3 pp -0.1 pp +1.4 pp +1.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 110.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 94.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 94.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 92.1 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 86.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 85.4 8.7% 3 -0.5 pp -0.5 pp +8.7 pp +8.7 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 79.5 2.9% 3 +0.2 pp +0.1 pp +2.9 pp +2.9 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 78.5 24.5% 3 +0.0 pp -0.4 pp +24.5 pp +24.5 pp
☆New Capital Management LP CIK 0001696731 0.833 60 77.0 19.3% 3 +0.1 pp +0.2 pp +19.3 pp +19.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 76.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 75.4 4.1% 3 -0.1 pp -0.3 pp +4.1 pp +4.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 74.8 11.5% 3 +0.1 pp +0.1 pp +11.5 pp +11.5 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 73.0 29.7% 3 -0.5 pp -0.7 pp +29.7 pp +29.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 70.8 4.3% 2 -6.8 pp +4.3 pp +4.3 pp +4.3 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 70.0 21.1% 3 +0.0 pp +0.5 pp +21.1 pp +21.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 68.4 3.6% 3 +0.1 pp +0.1 pp +3.6 pp +3.6 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 64.2 8.7% 3 +0.3 pp +0.3 pp +8.7 pp +8.7 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 64.0 4.2% 3 -0.1 pp -0.3 pp +4.2 pp +4.2 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 63.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 60.3 3.9% 3 +0.0 pp -0.0 pp +3.9 pp +3.9 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 59.6 13.6% 3 +0.1 pp -0.2 pp +13.6 pp +13.6 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 58.1 2.4% 3 -0.2 pp -0.2 pp +2.4 pp +2.4 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 56.3 17.0% 3 -0.6 pp -0.1 pp +17.0 pp +17.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 52.1 20.4% 3 +0.3 pp -0.0 pp +20.4 pp +20.4 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 52.0 20.3% 3 -0.6 pp -0.8 pp +20.3 pp +20.3 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 51.0 20.8% 3 -0.7 pp -1.0 pp +20.8 pp +20.8 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 50.3 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 48.2 4.6% 3 -0.2 pp -0.6 pp +4.6 pp +4.6 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 47.0 8.1% 3 -0.2 pp -0.3 pp +8.1 pp +8.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 46.8 3.8% 3 +0.2 pp +0.7 pp +3.8 pp +3.8 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 45.4 16.3% 3 -1.7 pp -1.9 pp +16.3 pp +16.3 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 44.7 14.7% 2 -1.3 pp +14.7 pp +14.7 pp +14.7 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 43.4 3.2% 3 -0.4 pp -0.3 pp +3.2 pp +3.2 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 43.1 5.7% 3 +0.1 pp +0.0 pp +5.7 pp +5.7 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 43.1 11.7% 3 +1.0 pp +0.6 pp +11.7 pp +11.7 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 43.1 21.5% 1 +21.5 pp +21.5 pp +21.5 pp +21.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 42.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 40.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 39.5 22.3% 3 -0.9 pp -1.5 pp +22.3 pp +22.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 38.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 38.2 3.1% 3 +0.2 pp -0.2 pp +3.1 pp +3.1 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 38.1 16.2% 3 +0.2 pp +0.1 pp +16.2 pp +16.2 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 37.0 11.0% 3 +0.3 pp +0.0 pp +11.0 pp +11.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 36.5 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 36.3 20.5% 3 +0.8 pp +0.8 pp +20.5 pp +20.5 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 35.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 31.4 3.4% 3 +0.4 pp +0.6 pp +3.4 pp +3.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 31.1 0.6% 3 -0.1 pp -0.4 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 29.0 4.0% 3 -0.1 pp -0.1 pp +4.0 pp +4.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 28.7 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 28.0 16.1% 3 +0.2 pp +0.5 pp +16.1 pp +16.1 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 28.0 18.5% 3 +0.2 pp +0.0 pp +18.5 pp +18.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 27.9 3.2% 3 +0.2 pp +0.2 pp +3.2 pp +3.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 27.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 26.0 24.0% 1 +24.0 pp +24.0 pp +24.0 pp +24.0 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 25.4 14.4% 3 -0.3 pp +0.2 pp +14.4 pp +14.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 25.1 8.0% 3 -0.5 pp -1.2 pp +8.0 pp +8.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 23.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 23.6 4.5% 3 -0.3 pp -0.3 pp +4.5 pp +4.5 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 23.5 7.1% 3 +0.4 pp +0.3 pp +7.1 pp +7.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 23.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 22.6 5.4% 3 +0.1 pp +0.1 pp +5.4 pp +5.4 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.831 84 22.4 6.8% 3 +0.4 pp +0.5 pp +6.8 pp +6.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 22.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 21.9 0.8% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 21.2 5.5% 3 +0.1 pp +0.1 pp +5.5 pp +5.5 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 20.6 6.3% 3 -0.2 pp -0.3 pp +6.3 pp +6.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 20.5 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 19.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 19.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 19.8 1.2% 3 -1.2 pp -1.4 pp +1.2 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 19.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 19.5 16.8% 3 +0.5 pp +2.1 pp +16.8 pp +16.8 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 18.1 14.0% 3 -0.1 pp -0.3 pp +14.0 pp +14.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 17.7 10.7% 3 +0.1 pp -0.7 pp +10.7 pp +10.7 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 17.6 4.1% 3 +1.5 pp +0.2 pp +4.1 pp +4.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 17.4 6.8% 3 +0.1 pp +0.1 pp +6.8 pp +6.8 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 16.8 4.4% 3 -0.2 pp -0.4 pp +4.4 pp +4.4 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 16.4 7.5% 3 -0.2 pp -0.2 pp +7.5 pp +7.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 16.2 4.3% 3 -0.2 pp -0.2 pp +4.3 pp +4.3 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 16.2 3.9% 3 +0.1 pp +0.2 pp +3.9 pp +3.9 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 16.2 9.1% 4 +0.5 pp +0.2 pp +0.3 pp +9.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 15.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 15.7 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 15.6 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 15.2 6.0% 3 +0.2 pp +0.3 pp +6.0 pp +6.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 15.2 1.1% 1 +1.1 pp -1.1 pp +1.1 pp +1.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 15.1 7.4% 3 +0.2 pp -0.0 pp +7.4 pp +7.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 14.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 14.4 4.4% 3 -0.3 pp -0.3 pp +4.4 pp +4.4 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 14.4 6.5% 3 -0.0 pp +0.6 pp +6.5 pp +6.5 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 14.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 12.8 3.5% 3 -0.4 pp -0.2 pp +3.5 pp +3.5 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 12.8 1.4% 3 +0.3 pp +0.4 pp +1.4 pp +1.4 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 12.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 12.2 1.3% 3 +0.3 pp +1.0 pp +1.3 pp +1.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 12.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Trust Co of the South CIK 0002008165 0.815 146 11.9 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 11.9 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 11.7 7.0% 3 +0.2 pp +0.1 pp +7.0 pp +7.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 10.7 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.6 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 10.1 3.0% 3 +0.0 pp -0.3 pp +3.0 pp +3.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 10.0 4.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 9.8 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 9.8 2.2% 3 +0.1 pp +0.3 pp +2.2 pp +2.2 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 9.8 2.4% 3 +0.0 pp -0.2 pp +2.4 pp +2.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 9.2 4.4% 3 -0.2 pp -0.9 pp +4.4 pp +4.4 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 9.0 1.1% 3 -0.1 pp -0.4 pp +1.1 pp +1.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 9.0 3.1% 3 -0.4 pp -0.5 pp +3.1 pp +3.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 8.9 5.2% 3 +0.2 pp +0.7 pp +5.2 pp +5.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 8.1 2.8% 5 -0.1 pp -0.6 pp -0.8 pp -0.6 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 7.8 1.8% 4 -0.0 pp -0.0 pp +0.1 pp +1.8 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 7.7 5.6% 3 -0.2 pp -0.6 pp +5.6 pp +5.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 7.6 3.0% 3 -0.0 pp -0.1 pp +3.0 pp +3.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 7.5 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 7.4 3.0% 3 +0.1 pp +0.0 pp +3.0 pp +3.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 7.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 7.0 2.5% 3 -0.4 pp -0.6 pp +2.5 pp +2.5 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 6.9 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.9 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 6.9 1.1% 1 +1.1 pp +1.0 pp +1.1 pp +1.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 6.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 6.7 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 6.4 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 6.4 3.4% 3 +0.6 pp +0.8 pp +3.4 pp +3.4 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 6.3 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 6.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 6.2 1.0% 3 -0.0 pp -0.4 pp +1.0 pp +1.0 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 6.1 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 5.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 5.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 5.8 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 5.8 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 5.6 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 5.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 5.3 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 5.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.0 2.2% 3 +0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 4.9 3.4% 3 -0.2 pp -0.3 pp +3.4 pp +3.4 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 4.8 1.0% 4 +0.1 pp +0.2 pp -0.9 pp +1.0 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 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 4.7 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 4.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 4.6 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 4.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 4.5 3.8% 3 +0.1 pp +0.3 pp +3.8 pp +3.8 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 4.4 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 4.4 0.8% 3 -0.6 pp -0.6 pp +0.8 pp +0.8 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 4.0 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 3.9 2.7% 3 +0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 3.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 3.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 3.8 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 3.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 3.6 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 3.6 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 3.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 3.5 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.5 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 3.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 3.3 1.0% 3 -0.1 pp +0.4 pp +1.0 pp +1.0 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 3.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 3.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 3.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 2.9 1.8% 3 -0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 2.9 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 2.6 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 2.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.5 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 2.4 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
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☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 2.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 2.3 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.2 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.2 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 2.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
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☆Lansing Street Advisors CIK 0001926571 0.417 166 2.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 2.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.1 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
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☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.0 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.0 1.2% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 1.9 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.9 1.3% 3 +0.0 pp -0.2 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 1.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 1.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 1.7 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.7 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Unconventional Investor, LLC CIK 0001910387 0.781 49 1.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.4 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.4 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 1.4 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
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☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 1.4 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -15.6 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -4.2 pp -4.1 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -1.3 pp -1.4 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -0.3 pp -0.3 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 DFAX). Qtrs Held counts distinct quarters this fund has actually held DFAX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFAX position size. Δ columns are the percentage-point change in DFAX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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