Signals

← Signals

☆DFAX

765 in-universe funds with a nonzero position in DFAX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#46
Score / z4.535 / 4.09
Consensus257.98 over 440 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 353.4 0.4% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 291.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 285.9 14.2% 4 +0.7 pp +0.8 pp +6.7 pp +14.2 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 253.2 31.7% 4 +0.8 pp +1.2 pp +1.0 pp +31.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 246.6 1.0% 4 +0.1 pp +0.0 pp +0.1 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 224.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 209.5 19.9% 4 +0.4 pp +0.9 pp -1.0 pp +19.9 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 176.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 166.0 17.6% 4 +0.1 pp +0.7 pp +1.0 pp +17.6 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 163.3 1.8% 4 +0.2 pp +0.4 pp +0.9 pp +1.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 146.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 141.6 4.0% 4 +0.1 pp +0.0 pp -0.1 pp +4.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 128.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 127.0 7.1% 4 +0.1 pp +0.2 pp +0.0 pp +7.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 126.6 1.3% 4 -0.1 pp +0.2 pp -0.2 pp +1.3 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 123.3 29.3% 4 -0.0 pp +0.2 pp -0.0 pp +29.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 119.3 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 100.3 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 97.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 94.6 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 86.3 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 85.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 84.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 83.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 82.7 8.4% 4 -0.3 pp -0.9 pp -0.9 pp +8.4 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 81.3 24.9% 4 +0.5 pp +0.5 pp +0.1 pp +24.9 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 81.2 12.1% 4 +0.6 pp +0.7 pp +0.7 pp +12.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 81.2 2.9% 4 -0.0 pp +0.2 pp +0.1 pp +2.9 pp
☆New Capital Management LP CIK 0001696731 0.833 60 81.1 20.0% 4 +0.7 pp +0.8 pp +0.9 pp +20.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 78.3 4.2% 4 +0.1 pp +0.0 pp -0.2 pp +4.2 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 73.1 21.0% 4 -0.2 pp -0.1 pp +0.4 pp +21.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 73.0 29.3% 4 -0.4 pp -0.9 pp -1.1 pp +29.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 72.8 4.4% 3 +0.1 pp -6.8 pp +4.4 pp +4.4 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 70.2 3.8% 4 +0.1 pp +0.2 pp +0.2 pp +3.8 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 67.9 9.2% 4 +0.6 pp +0.8 pp +0.8 pp +9.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 66.2 4.1% 4 +0.1 pp +0.2 pp +0.1 pp +4.1 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 61.9 12.1% 4 -1.4 pp -1.3 pp -1.6 pp +12.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 59.9 2.3% 4 -0.1 pp -0.3 pp -0.3 pp +2.3 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 59.9 18.0% 4 +1.0 pp +0.4 pp +0.9 pp +18.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 59.6 0.9% 4 +0.2 pp +0.1 pp -0.0 pp +0.9 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 57.7 4.0% 4 -0.2 pp -0.3 pp -0.5 pp +4.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 56.6 20.1% 4 -0.7 pp -1.3 pp -1.7 pp +20.1 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 55.1 21.0% 4 +0.6 pp -0.0 pp -0.2 pp +21.0 pp
☆MARS JEWETT FINANCIAL GROUP, INC. CIK 0002079098 0.469 46 54.0 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +17.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 53.5 4.7% 4 +1.0 pp +1.2 pp +1.6 pp +4.7 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 53.2 20.4% 4 +0.1 pp +0.4 pp +0.0 pp +20.4 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 51.1 4.6% 4 +0.0 pp -0.1 pp -0.5 pp +4.6 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 50.9 14.4% 3 -0.3 pp -1.6 pp +14.4 pp +14.4 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 49.2 8.1% 4 +0.0 pp -0.2 pp -0.3 pp +8.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 48.1 2.7% 3 -0.3 pp -0.6 pp +2.7 pp +2.7 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 47.4 16.0% 4 -0.3 pp -2.0 pp -2.1 pp +16.0 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 45.1 21.8% 2 +0.3 pp +21.8 pp +21.8 pp +21.8 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 45.0 3.4% 4 +0.2 pp -0.3 pp -0.2 pp +3.4 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 44.3 21.6% 4 +1.1 pp +1.9 pp +1.9 pp +21.6 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 43.7 31.8% 1 +31.8 pp +31.8 pp +31.8 pp +31.8 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 43.4 12.2% 4 +0.5 pp +1.5 pp +1.1 pp +12.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 41.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 41.0 22.4% 4 +0.1 pp -0.8 pp -1.4 pp +22.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 40.2 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 39.4 16.4% 4 +0.2 pp +0.4 pp +0.3 pp +16.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 39.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 38.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 38.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 38.1 3.0% 4 -0.1 pp +0.1 pp -0.3 pp +3.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 37.8 10.9% 4 -0.1 pp +0.2 pp -0.1 pp +10.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 35.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 34.6 3.7% 4 +0.3 pp +0.7 pp +0.9 pp +3.7 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 30.7 16.1% 4 +0.0 pp +0.3 pp +0.5 pp +16.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 30.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 29.4 18.9% 4 +0.4 pp +0.6 pp +0.4 pp +18.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 29.1 0.0% 4 -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% 4 -0.0 pp -0.1 pp -0.1 pp +4.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 28.5 1.5% 4 -0.1 pp -0.2 pp -0.4 pp +1.5 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 27.6 3.0% 4 -0.2 pp -0.0 pp +0.0 pp +3.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 27.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 27.2 0.5% 4 -0.1 pp -0.2 pp -0.5 pp +0.5 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 24.9 7.6% 4 -0.5 pp -1.0 pp -1.6 pp +7.6 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 24.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 24.8 7.7% 4 +0.6 pp +1.0 pp +1.0 pp +7.7 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 24.7 14.1% 4 -0.3 pp -0.6 pp -0.1 pp +14.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 24.7 0.7% 4 +0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 24.5 4.4% 4 -0.1 pp -0.3 pp -0.4 pp +4.4 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 24.4 21.4% 2 -2.6 pp +21.4 pp +21.4 pp +21.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 24.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 24.2 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 23.4 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆CHERRYDALE WEALTH MANAGEMENT, LLC CIK 0001907327 0.830 84 23.2 7.2% 4 +0.4 pp +0.8 pp +0.8 pp +7.2 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 22.9 5.5% 4 +0.1 pp +0.1 pp +0.1 pp +5.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 22.2 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 21.9 5.8% 4 +0.2 pp +0.4 pp +0.4 pp +5.8 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 21.6 17.9% 4 +1.1 pp +1.7 pp +3.2 pp +17.9 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 21.4 6.1% 4 -0.2 pp -0.4 pp -0.5 pp +6.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 20.7 0.9% 6 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 20.6 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 20.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 20.5 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 20.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 19.9 1.1% 4 -0.0 pp -1.2 pp -1.4 pp +1.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 18.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 18.7 14.2% 4 +0.3 pp +0.2 pp -0.0 pp +14.2 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 18.5 10.0% 4 -0.7 pp -0.6 pp -1.4 pp +10.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 17.6 4.0% 4 -0.1 pp +1.4 pp +0.1 pp +4.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 17.3 4.2% 4 +0.3 pp +0.3 pp +0.5 pp +4.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 16.6 4.2% 4 -0.2 pp -0.4 pp -0.6 pp +4.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 16.5 2.1% 4 -3.6 pp -3.4 pp -3.5 pp +2.1 pp
☆Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 16.2 7.0% 4 +0.5 pp +0.5 pp +1.0 pp +7.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 16.2 6.7% 4 +0.7 pp +0.8 pp +1.0 pp +6.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 16.1 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 16.0 4.1% 4 -0.1 pp -0.3 pp -0.3 pp +4.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 15.9 1.1% 2 -0.0 pp +1.1 pp -1.2 pp +1.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 15.6 1.7% 4 +0.3 pp +0.6 pp +0.8 pp +1.7 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 15.6 8.8% 5 -0.3 pp +0.2 pp -0.1 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 15.5 7.3% 4 -0.2 pp -0.4 pp -0.4 pp +7.3 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 15.2 7.4% 4 +0.0 pp +0.2 pp +0.0 pp +7.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.2 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 15.1 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.7 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 14.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 14.5 4.3% 4 -0.0 pp -0.3 pp -0.3 pp +4.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 14.5 1.8% 4 +0.5 pp +0.5 pp +0.3 pp +1.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 13.8 1.4% 4 +0.1 pp +0.4 pp +1.2 pp +1.4 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 13.2 3.6% 4 +0.1 pp -0.3 pp -0.2 pp +3.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 12.8 1.8% 4 +0.2 pp +0.2 pp +0.2 pp +1.8 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 12.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 12.7 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 12.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Trust Co of the South CIK 0002008165 0.815 146 12.4 2.0% 4 +0.1 pp -0.0 pp -0.0 pp +2.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 11.8 7.0% 4 +0.1 pp +0.3 pp +0.2 pp +7.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 11.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 11.2 3.1% 4 +0.1 pp +0.1 pp -0.3 pp +3.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.8 2.0% 4 +0.0 pp +0.0 pp -0.0 pp +2.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 10.5 2.3% 4 +0.2 pp +0.3 pp +0.5 pp +2.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 10.3 2.5% 4 +0.1 pp +0.1 pp -0.1 pp +2.5 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 10.3 4.1% 6 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆PROSPERITY BANCSHARES INC (PB) CIK 0001068851 0.240 450 10.2 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 10.0 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 9.7 5.6% 4 +0.5 pp +0.7 pp +1.1 pp +5.6 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 9.2 1.5% 2 +0.4 pp +1.5 pp +1.4 pp +1.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 9.2 1.1% 4 -0.0 pp -0.1 pp -0.4 pp +1.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 9.0 3.0% 6 +0.2 pp +0.1 pp -0.4 pp -0.5 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 8.9 3.1% 4 +0.0 pp -0.3 pp -0.5 pp +3.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 8.5 3.7% 4 -0.6 pp -0.9 pp -1.5 pp +3.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.3 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 8.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 8.0 4.2% 4 +0.8 pp +1.4 pp +1.6 pp +4.2 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 8.0 5.6% 4 -0.1 pp -0.3 pp -0.7 pp +5.6 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 7.9 1.8% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 7.9 2.2% 4 -0.1 pp -0.1 pp -0.3 pp +2.2 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 7.7 3.0% 4 -0.0 pp -0.1 pp -0.1 pp +3.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 7.7 3.0% 4 +0.0 pp +0.1 pp +0.1 pp +3.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 7.6 1.1% 4 +0.2 pp +0.2 pp -0.2 pp +1.1 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 7.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 7.2 1.0% 4 -0.1 pp -0.2 pp -0.3 pp +1.0 pp
☆ENTRUST FINANCIAL LLC CIK 0002109860 0.630 445 7.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 7.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 7.1 2.7% 4 +0.2 pp -0.2 pp -0.4 pp +2.7 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 6.9 2.3% 4 -0.0 pp -0.0 pp -0.1 pp +2.3 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 6.8 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.7 2.4% 4 -0.1 pp -0.2 pp -0.3 pp +2.4 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 6.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 6.7 1.2% 4 -0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 6.5 2.2% 4 +0.2 pp +0.3 pp +0.3 pp +2.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 6.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 6.3 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 6.1 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 6.0 1.2% 4 +0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 6.0 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 6.0 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 6.0 1.5% 4 +0.0 pp +0.0 pp -0.0 pp +1.5 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 5.8 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 5.6 3.6% 4 +0.1 pp -0.1 pp -0.2 pp +3.6 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 5.5 2.2% 4 -0.4 pp -0.5 pp -0.5 pp +2.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.3 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 5.2 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 5.1 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.0 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 5.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 4.9 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 4.9 4.0% 4 +0.2 pp +0.3 pp +0.5 pp +4.0 pp
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☆WealthSpring Partners, LLC CIK 0001961292 0.418 71 4.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 4.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 4.7 0.3% 4 -0.2 pp -0.4 pp -0.5 pp +0.3 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 4.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 4.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 4.4 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 4.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆DWR WEALTH MANAGEMENT, LLC CIK 0002123012 0.582 56 4.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 4.0 2.7% 4 +0.0 pp +0.0 pp -0.1 pp +2.7 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 4.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 4.0 0.8% 4 -0.0 pp -0.2 pp -0.3 pp +0.8 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 3.9 1.7% 4 +0.0 pp +0.1 pp -0.1 pp +1.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.9 0.6% 4 -0.1 pp -0.7 pp -0.7 pp +0.6 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 3.9 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.9 0.7% 4 -0.0 pp +0.1 pp -0.0 pp +0.7 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.8 0.8% 5 -0.3 pp -0.2 pp -0.1 pp -1.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 3.8 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 3.7 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 3.7 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 3.7 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 3.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LS Investment Advisors, LLC CIK 0001455845 0.516 127 3.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 3.7 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 3.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 3.4 0.8% 4 -0.1 pp -0.3 pp +0.2 pp +0.8 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 3.3 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 3.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 3.2 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 3.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 3.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 3.1 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 3.1 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 3.1 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 3.0 1.7% 4 -0.1 pp -0.1 pp +0.1 pp +1.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 2.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 2.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆BCO Wealth Management LLC CIK 0002054749 0.812 45 2.7 1.6% 4 +0.0 pp -0.1 pp -0.1 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.5 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 2.5 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 2.5 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.5 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.4 0.5% 4 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 2.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 2.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.4 0.9% 4 +0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆FLAX POND CAPITAL, LLC CIK 0002106996 0.158 56 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 2.2 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 2.2 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.1 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 2.1 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.1 1.3% 4 +0.1 pp +0.0 pp -0.1 pp +1.3 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.0 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 2.0 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.0 1.6% 4 -0.1 pp -0.2 pp -0.3 pp +1.6 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 2.0 1.1% 3 +0.3 pp +0.5 pp +1.1 pp +1.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 2.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 2.0 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 1.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.9 1.3% 4 -0.0 pp -0.0 pp -0.2 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.8 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.8 0.4% 4 +0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 1.8 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.7 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 1.7 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 1.7 1.1% 4 -0.0 pp -0.1 pp +0.0 pp +1.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 1.7 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 1.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Krilogy Financial LLC CIK 0001659047 0.581 1060 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.6 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 1.6 1.1% 3 +0.4 pp +0.9 pp +1.1 pp +1.1 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 1.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.6 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
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☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.6 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.5 0.7% 4 +0.0 pp +0.3 pp +0.3 pp +0.7 pp
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☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.5 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 1.4 1.1% 4 +0.3 pp +0.3 pp +0.3 pp +1.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.4 0.8% 4 -0.1 pp -0.1 pp -0.2 pp +0.8 pp
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☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.4 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 1.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Storgate, LLC CIK 0002110835 0.075 351 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.3 0.0% 4 +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 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.3 0.1% 5 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 1.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 1.2 0.3% 4 -0.3 pp -0.2 pp -0.2 pp +0.3 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 1.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 1.2 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
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☆Montis Financial, LLC CIK 0001844314 0.565 152 1.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 1.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 1.2 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
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☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.1 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
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☆Lynx Investment Advisory CIK 0002028812 0.063 230 1.1 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
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☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.1 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
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☆M Wealth Management, LLC CIK 0002026150 0.583 57 1.1 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 1.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆MASECO LLP CIK 0002074052 0.917 291 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Well Done, LLC CIK 0001667132 0.522 202 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.645 360 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Miller Capital Partners, Inc. CIK 0002111377 0.283 255 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 4 +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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankChampaign, National Association CIK 0002135773 0.039 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 +0.0 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
☆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
☆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
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 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
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -1.3 pp -1.4 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.8 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 +0.0 pp -0.6 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 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
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.4 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -15.6 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
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 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
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -6.8 pp -6.7 pp -6.7 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 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 +0.0 pp -1.3 pp -1.4 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -7.0 pp -7.1 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
☆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
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -4.2 pp -4.1 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 0.0 0.0% 0 -4.2 pp -3.6 pp -3.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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