Signals

← Signals

☆DFIV

1020 in-universe funds with a nonzero position in DFIV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24941
Score / z-1.854 / -2.25
Consensus368.24 over 662 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,812.1 1.0% 1 +1.0 pp +1.0 pp +0.1 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,284.3 1.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 929.2 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 929.0 1.0% 6 +0.2 pp +0.2 pp +0.0 pp -0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 574.1 1.7% 5 -0.5 pp -0.8 pp -0.4 pp -0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 496.9 1.9% 3 +0.0 pp +0.3 pp +1.9 pp +0.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 391.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 320.4 2.7% 5 -0.5 pp -0.8 pp +0.2 pp -0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 274.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 254.6 2.0% 5 -0.0 pp +0.3 pp +0.4 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 253.1 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 208.3 5.1% 5 -0.7 pp -0.3 pp +0.2 pp +0.3 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 207.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 196.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 193.9 7.7% 5 -0.7 pp -0.7 pp -0.4 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 190.5 0.2% 5 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 187.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 183.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 182.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 158.7 4.2% 5 -0.4 pp -0.5 pp -0.5 pp -0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 148.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 139.2 2.7% 5 -1.0 pp -0.3 pp -1.0 pp -0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 132.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 124.6 1.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 111.9 3.2% 5 -0.4 pp -0.4 pp -0.6 pp -0.5 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 107.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 107.4 1.5% 5 -0.0 pp +0.4 pp +0.3 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 106.2 0.5% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 105.9 6.2% 2 +1.1 pp +6.2 pp +6.2 pp +6.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 103.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 99.2 1.5% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 96.5 4.2% 5 -0.3 pp -0.3 pp -0.1 pp -0.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 94.3 25.8% 7 -1.8 pp -2.5 pp -2.0 pp -2.5 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 87.0 6.9% 5 -1.1 pp -0.8 pp -0.8 pp -1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 83.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 80.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 79.8 0.9% 5 -0.1 pp -0.0 pp +0.1 pp -0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 76.5 6.8% 5 -0.3 pp -0.4 pp +0.2 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 70.6 0.0% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 69.8 4.4% 5 -0.1 pp -0.8 pp -0.7 pp -0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 67.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 66.6 27.0% 5 -2.5 pp -1.1 pp -0.8 pp -1.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 65.8 0.3% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 63.9 0.7% 4 +0.0 pp +0.0 pp +0.4 pp +0.7 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 63.7 2.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 62.8 4.1% 5 +0.5 pp +0.5 pp -0.1 pp -0.7 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 61.8 3.9% 5 -0.2 pp -0.2 pp -0.0 pp -0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 59.7 3.5% 5 -0.2 pp -0.0 pp +0.1 pp +0.2 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 59.5 5.0% 2 -0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 58.5 1.9% 5 -0.1 pp +0.4 pp +1.8 pp +1.8 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 57.2 4.0% 5 -0.2 pp +0.2 pp +0.3 pp +1.5 pp
☆MASECO LLP CIK 0002074052 0.917 291 54.2 1.5% 4 -0.2 pp -0.7 pp -0.8 pp +1.5 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 51.3 8.3% 5 -0.7 pp -0.4 pp -0.3 pp -0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 50.8 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 49.8 2.0% 5 -0.1 pp -0.1 pp +0.0 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 47.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 46.5 4.0% 5 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 46.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 45.3 7.3% 5 -2.7 pp -2.9 pp -3.0 pp -4.8 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 44.7 5.1% 5 -0.5 pp -0.5 pp -0.1 pp +1.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 44.3 1.9% 5 -0.2 pp -0.2 pp -0.0 pp -0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 40.8 7.4% 5 +0.1 pp +2.2 pp +3.8 pp +5.8 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 39.4 1.2% 5 -0.2 pp -0.0 pp +0.0 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 38.2 3.0% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 38.0 4.5% 5 -0.5 pp -0.5 pp -0.2 pp -0.2 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 36.8 4.2% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 36.5 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 36.4 4.7% 4 -0.5 pp +1.0 pp +1.5 pp +4.7 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 36.4 3.4% 5 -0.2 pp -0.4 pp -0.5 pp -0.5 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 36.1 9.3% 5 -0.7 pp +0.0 pp +0.6 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 36.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 35.6 2.2% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 33.0 4.2% 5 -0.2 pp +0.3 pp +0.9 pp +1.1 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 32.6 5.0% 2 -0.6 pp +5.0 pp +5.0 pp +5.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 31.7 3.2% 5 +1.0 pp +1.7 pp +1.6 pp +1.7 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 31.3 3.2% 5 -0.3 pp -0.4 pp -0.2 pp -0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 30.6 5.4% 5 -0.4 pp -0.3 pp -0.2 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 29.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 27.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 27.0 4.1% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 26.8 1.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 24.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.4 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 24.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 23.7 8.5% 5 -0.7 pp -0.7 pp -0.5 pp -0.5 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 23.7 3.2% 3 +1.1 pp +1.5 pp +3.2 pp +2.8 pp
☆COWA, LLC CIK 0001844480 0.512 181 23.3 5.9% 5 -0.5 pp +0.3 pp -1.0 pp -0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 22.9 11.2% 5 -0.9 pp -1.1 pp -1.1 pp -1.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 22.6 1.8% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 22.4 2.0% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 22.3 9.9% 5 -0.7 pp -0.9 pp -0.3 pp -0.3 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 22.3 5.4% 5 -0.5 pp -0.6 pp -0.8 pp -0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 21.6 10.3% 5 -0.7 pp +1.4 pp +3.6 pp +5.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 21.5 8.4% 5 -0.9 pp -0.8 pp -0.9 pp -1.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 21.4 0.5% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 20.8 1.7% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 20.7 10.8% 5 -1.2 pp -1.2 pp -0.8 pp -1.8 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 20.6 7.5% 5 -0.7 pp -1.0 pp -0.8 pp -0.9 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 20.4 2.9% 5 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 20.2 2.7% 5 -0.6 pp -0.7 pp -0.9 pp -1.8 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 20.2 4.9% 5 -1.0 pp -0.8 pp -0.5 pp -0.5 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 20.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 19.8 1.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 19.7 5.2% 5 -0.2 pp +0.1 pp +0.6 pp +0.5 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 19.7 3.3% 5 -0.1 pp +0.6 pp +1.5 pp +1.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 19.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 19.3 5.0% 5 -0.6 pp -0.6 pp -0.6 pp -0.6 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 18.7 7.3% 5 -0.8 pp -0.6 pp -0.3 pp -0.5 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 18.5 8.8% 5 -0.6 pp -1.0 pp -0.6 pp -0.7 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 18.5 6.0% 5 -0.1 pp -0.1 pp +0.3 pp +0.5 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 18.0 2.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 17.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 17.7 4.5% 5 +0.5 pp +0.9 pp +1.1 pp +0.8 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 17.5 8.5% 3 +0.8 pp +0.7 pp +8.5 pp +8.5 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 17.5 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 16.9 4.0% 5 -0.4 pp -0.4 pp -0.2 pp -0.3 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 16.8 4.6% 5 -0.3 pp -0.2 pp -0.0 pp -0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 16.6 1.7% 5 -0.7 pp -0.7 pp -0.2 pp +0.4 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 16.5 3.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 16.4 2.7% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 16.0 5.9% 5 -0.8 pp -0.9 pp -0.7 pp -0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 15.5 9.5% 5 -0.9 pp -0.8 pp -0.4 pp -0.6 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 15.1 3.6% 5 -0.4 pp -0.4 pp -0.4 pp -0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.8 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 14.8 2.1% 7 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 14.8 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 14.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 14.4 0.3% 5 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 14.2 6.7% 5 -3.2 pp -0.7 pp +0.4 pp +0.3 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 14.1 6.6% 5 -3.2 pp -3.1 pp -2.9 pp -3.3 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 14.0 6.0% 5 -0.7 pp -0.5 pp -0.2 pp -0.4 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 13.8 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 13.8 7.9% 5 -0.3 pp +0.1 pp +0.6 pp +1.1 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 13.7 1.9% 5 +0.5 pp +0.4 pp +0.9 pp +0.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 13.7 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 13.5 1.6% 5 -0.1 pp -1.6 pp -0.2 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 13.4 3.0% 1 +3.0 pp -0.3 pp +3.0 pp +3.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 13.4 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 13.0 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 12.8 5.2% 5 +0.1 pp +0.9 pp +1.5 pp +1.8 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 12.7 1.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 12.5 9.0% 2 -0.8 pp +9.0 pp +9.0 pp +9.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.5 1.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 12.2 3.9% 1 +3.9 pp +0.0 pp +0.2 pp +0.3 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 11.9 2.0% 5 -0.0 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 11.7 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 11.7 1.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 11.7 1.9% 5 +0.4 pp +0.6 pp +0.7 pp +0.8 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 11.6 2.6% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 11.4 4.3% 5 -0.4 pp -0.3 pp -0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.4 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 11.3 0.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 11.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 11.2 5.8% 5 -0.8 pp -0.4 pp -0.1 pp -0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 11.1 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 11.0 1.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 10.9 3.0% 5 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 10.9 1.9% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 10.8 2.7% 5 -0.2 pp +0.1 pp +0.3 pp +0.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 10.7 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 10.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 10.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 10.6 5.8% 5 -0.4 pp +0.4 pp -0.1 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 10.3 1.0% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 10.2 2.2% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 10.2 2.7% 5 -0.3 pp -0.3 pp -0.1 pp -0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 10.1 3.2% 5 +0.3 pp +0.6 pp +0.6 pp +0.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 9.9 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 9.8 1.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 9.8 0.7% 7 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 9.5 4.2% 5 -0.0 pp +1.2 pp +1.4 pp +1.4 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 9.3 4.7% 5 -0.4 pp -0.4 pp -0.3 pp -0.3 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 9.1 2.0% 5 -0.3 pp -0.1 pp -1.4 pp +1.6 pp
☆Veratis Advisors, Inc. CIK 0002111807 0.253 84 9.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 8.9 5.1% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 8.8 3.8% 5 +1.6 pp +0.6 pp +0.9 pp +2.9 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 8.5 2.8% 6 -0.3 pp -0.4 pp -0.3 pp -0.5 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 8.3 1.9% 5 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.3 0.7% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 8.2 1.7% 5 +0.1 pp +0.3 pp +1.0 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 8.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Mark Nickell & Co. CIK 0001811161 0.446 30 8.2 6.6% 2 -0.5 pp +6.6 pp +6.6 pp +6.6 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 8.2 4.0% 3 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 8.1 2.7% 5 -0.1 pp +0.2 pp +0.6 pp +1.1 pp
☆Richard Young Associates, Ltd. CIK 0002107563 0.842 29 7.8 5.2% 2 -0.7 pp +5.2 pp +5.2 pp +5.2 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 7.8 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Winter & Associates, Inc. CIK 0002109063 0.134 85 7.7 5.8% 2 +1.7 pp +5.8 pp +5.8 pp +5.8 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 7.6 2.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 7.5 1.7% 5 +0.1 pp +0.4 pp +0.8 pp +1.4 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 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 7.4 2.9% 6 -0.1 pp -0.2 pp +0.2 pp +0.4 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 7.2 3.1% 5 -0.2 pp +0.0 pp +0.2 pp +0.8 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 7.1 2.6% 5 -0.5 pp -0.5 pp -0.8 pp -0.8 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 7.1 1.6% 5 +0.1 pp +0.6 pp +0.7 pp +0.8 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 7.1 6.1% 2 -0.3 pp +6.1 pp +6.1 pp +6.1 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 7.1 3.9% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 7.0 2.7% 5 -0.5 pp -0.7 pp -0.7 pp -1.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 6.9 4.6% 5 -0.4 pp +1.0 pp +1.2 pp +1.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 6.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 6.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 6.6 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.439 69 6.6 5.4% 2 -0.3 pp +5.4 pp +5.4 pp +5.4 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 6.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 6.6 5.3% 2 +0.7 pp +5.3 pp +5.3 pp +5.3 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 6.5 4.9% 6 +0.1 pp +0.5 pp +1.1 pp +0.9 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 6.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 6.4 1.8% 1 +1.8 pp -0.1 pp -0.2 pp -0.4 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 6.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 6.3 4.5% 2 -0.7 pp +4.5 pp +4.5 pp +4.5 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 6.3 2.0% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 6.3 1.6% 4 -0.1 pp -0.1 pp -0.0 pp +1.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 5.9 5.3% 5 -0.4 pp +0.0 pp -0.1 pp -0.1 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 5.8 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 5.8 2.7% 7 -0.6 pp -0.3 pp -0.0 pp +0.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 5.8 2.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 5.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.7 1.6% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.4 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Graver Capital Management, LLC CIK 0002056589 0.831 26 5.3 3.8% 5 -0.4 pp -0.2 pp -0.0 pp -0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 5.3 1.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 5.2 2.6% 5 -0.4 pp +0.1 pp -0.1 pp +0.5 pp
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☆CVA Family Office, LLC CIK 0001802084 0.571 1801 5.2 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 5.1 1.5% 4 -0.1 pp +0.0 pp +0.2 pp +1.5 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 5.1 2.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Burk Holdings LLC CIK 0002079815 0.521 640 5.0 1.9% 6 -0.2 pp -0.4 pp -0.5 pp -0.6 pp
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☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 4.9 4.7% 2 -1.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 4.9 0.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 4.9 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 4.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 4.7 3.1% 2 +0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 4.7 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
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☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 4.6 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 4.6 1.7% 5 -0.1 pp -0.0 pp +0.1 pp -0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 4.6 3.4% 5 -0.3 pp -0.3 pp -0.1 pp -0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 4.5 1.6% 5 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 4.4 1.6% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 4.3 3.5% 6 +0.0 pp +0.4 pp +1.3 pp +0.8 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 4.3 1.6% 5 +0.1 pp +0.0 pp +0.2 pp +0.3 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.3 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 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies CIK 0002106763 0.452 65 4.1 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 4.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Addison Advisors LLC CIK 0001843745 0.131 707 3.9 1.8% 5 +0.7 pp +0.7 pp +0.8 pp +0.8 pp
☆CLG LLC CIK 0002059872 0.428 156 3.8 0.8% 6 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 3.8 1.1% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 3.8 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 3.8 2.1% 3 -0.1 pp +0.1 pp +2.1 pp +2.1 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.7 1.7% 6 -0.3 pp -0.2 pp +0.0 pp +0.1 pp
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☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.1 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 1.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 1.1 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.1 0.7% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
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☆Level Financial Advisors CIK 0001871734 0.644 95 1.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 1.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Ellenbecker Investment Group CIK 0001731497 0.884 149 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆JT Stratford LLC CIK 0001689013 0.376 321 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Iowa State Bank CIK 0001546967 0.467 118 0.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 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
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 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 +0.0 pp -3.3 pp -3.4 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.2 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.4 pp -4.5 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -20.3 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -1.8 pp -0.9 pp -0.8 pp -0.8 pp
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 -0.1 pp -0.3 pp -0.1 pp -0.3 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -15.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -5.9 pp -5.7 pp -5.5 pp -5.3 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
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 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
☆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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -7.4 pp -7.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -4.0 pp -3.7 pp -3.7 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -4.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 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 +0.0 pp -0.4 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.1 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 DFIV). Qtrs Held counts distinct quarters this fund has actually held DFIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFIV position size. Δ columns are the percentage-point change in DFIV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status