Signals

← Signals

☆DFCF

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

Flow ranking

Rank#56
Score / z3.144 / 4.01
Consensus154.26 over 262 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Truepoint, Inc. CIK 0001427748 0.954 160 486.5 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 128.4 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 121.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 119.3 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 118.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 114.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 105.7 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 103.6 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 100.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 91.4 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 90.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 86.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆WPWealth LLP CIK 0001950118 0.866 103 79.8 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 64.1 22.6% 1 +22.6 pp +22.6 pp +22.6 pp +22.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 63.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 62.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 58.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 57.5 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 57.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 56.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 49.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 46.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 45.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 45.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 45.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 42.6 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 38.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 38.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 36.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 33.2 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 33.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 28.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 28.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 28.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 28.2 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 27.3 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 27.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 26.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 26.2 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 26.0 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 25.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 25.7 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 25.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 24.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 24.4 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 21.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 21.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 20.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 20.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 20.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 19.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 19.5 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 19.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 19.3 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 19.1 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 18.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 17.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 17.3 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 17.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 17.2 2.2% 2 +2.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 17.1 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 16.9 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 16.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 16.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 16.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 15.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 15.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 15.4 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 15.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 15.1 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 14.8 11.3% 2 -2.7 pp +11.3 pp +11.3 pp +11.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 14.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 14.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 14.1 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 13.9 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 13.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 12.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 12.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 11.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 11.6 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 11.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 11.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 11.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 11.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 11.1 7.0% 3 -0.5 pp -0.5 pp +7.0 pp +7.0 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 11.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 10.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 10.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Summit X, LLC CIK 0001697729 0.000 0 10.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 10.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 10.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 9.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 9.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 9.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 9.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 9.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 9.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 8.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 8.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 8.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 8.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 8.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 8.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 7.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 7.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 7.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 7.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 7.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 7.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 6.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 6.8 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 6.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 6.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 6.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 6.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 6.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 6.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 6.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.2 3.9% 2 +1.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 6.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 6.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 5.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 5.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 5.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 5.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 5.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 5.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 5.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 5.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 5.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 4.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 4.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.5 2.1% 3 +0.0 pp +0.2 pp +2.1 pp +2.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 4.5 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 4.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 4.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 4.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 3.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.9 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.4 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 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 3.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.5 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 1.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆New Capital Management LP CIK 0001696731 0.833 60 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 1.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.812 53 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆25 LLC CIK 0001968777 0.795 80 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Plancorp, LLC CIK 0001599579 0.797 425 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.2 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 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 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 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.0 0.0% 0 -0.1 pp -0.1 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 DFCF). Qtrs Held counts distinct quarters this fund has actually held DFCF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFCF position size. Δ columns are the percentage-point change in DFCF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status