Signals

← Signals

★DFIC

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

Flow ranking

Rank#23814
Score / z-0.663 / -0.87
Consensus186.23 over 319 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-12% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 986.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 894.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 496.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 191.1 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 158.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 146.3 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 131.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 129.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 119.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 112.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 111.9 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 105.1 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 99.5 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 93.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 89.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 84.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 79.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 76.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 75.9 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 70.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 70.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 69.5 56.5% 3 -0.3 pp -0.2 pp +56.5 pp +56.5 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 69.2 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 66.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 65.6 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 64.7 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 63.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 62.0 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 59.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 59.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 59.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 58.6 1.6% 3 -0.0 pp +0.3 pp +1.6 pp +1.6 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 55.0 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 51.8 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Millburn Ridgefield LLC /DE/ CIK 0001294571 0.959 39 51.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 51.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 50.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Kooman & Associates CIK 0001961850 0.724 56 47.8 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 46.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 43.6 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 42.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 41.3 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 41.0 17.4% 1 +17.4 pp +17.4 pp +17.4 pp +17.4 pp
☆Jentner Corp CIK 0001695908 0.884 54 40.9 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 40.6 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 40.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 38.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 38.5 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 37.9 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 37.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 35.7 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 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 35.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 34.7 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 34.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 34.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 33.3 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 33.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPSTONE CAPITAL LLC CIK 0001993327 0.861 26 32.9 23.9% 1 +23.9 pp +23.9 pp +23.9 pp +23.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 32.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 32.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 31.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 31.4 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 31.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Trust Co of the South CIK 0002008165 0.815 146 30.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 30.7 5.3% 3 -0.4 pp +0.2 pp +5.3 pp +5.3 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 30.5 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 30.2 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 29.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 29.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 28.5 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 28.1 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 28.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 28.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 27.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 27.3 21.0% 1 +21.0 pp +21.0 pp +21.0 pp +21.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 27.3 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 27.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 26.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 26.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 25.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 25.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 24.9 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 24.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 24.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 24.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 23.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 23.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 23.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 22.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 22.2 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 22.0 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 21.5 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 20.7 18.9% 1 +18.9 pp +18.9 pp +18.9 pp +18.9 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 20.6 7.7% 3 +0.6 pp +1.1 pp +7.7 pp +7.7 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 20.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 19.9 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 19.9 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 19.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 19.0 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 18.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 18.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 18.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 17.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 17.5 10.9% 2 +0.0 pp +10.9 pp +10.9 pp +10.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 16.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 16.3 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 15.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 15.5 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 15.3 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 15.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 14.8 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 14.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 14.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 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
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 14.1 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 13.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 13.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 13.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 13.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 13.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 13.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆LifeGuide Financial Advisors, LLC CIK 0001908585 0.864 47 13.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Hiley Hunt Wealth Management CIK 0002048051 0.798 49 13.1 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 13.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 12.7 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 12.4 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 12.3 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 12.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 12.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 12.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 12.0 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 12.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 11.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 11.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 11.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 11.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 10.8 2.8% 2 +0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 10.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 10.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 10.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 10.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 10.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 10.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 10.0 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 9.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 9.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 9.7 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 9.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 9.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 9.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 8.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 8.8 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 8.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 8.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 8.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 7.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 7.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 7.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 6.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 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 6.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 6.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 6.6 2.9% 3 +1.6 pp +2.5 pp +2.9 pp +2.9 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 6.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 6.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 5.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 5.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 5.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 5.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 5.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.1 2.4% 3 -0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 5.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 5.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 4.7 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 4.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 3.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Sageworth Trust Co of South Dakota CIK 0001871593 0.524 61 3.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 3.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.3 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 3.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 3.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 2.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 2.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.2 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Alternatives, Inc CIK 0001967227 0.645 84 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 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
☆Summit X, LLC CIK 0001697729 0.000 0 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆25 LLC CIK 0001968777 0.795 80 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 1.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.055 250 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DFIC). Qtrs Held counts distinct quarters this fund has actually held DFIC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFIC position size. Δ columns are the percentage-point change in DFIC'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