Signals

← Signals

☆DFIV

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

Flow ranking

Rank#22777
Score / z-0.166 / -0.17
Consensus302.68 over 552 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1,175.0 1.7% 4 +0.1 pp +0.1 pp -0.2 pp +1.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 868.5 0.5% 4 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 714.9 0.8% 5 +0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 462.2 2.2% 4 -0.2 pp +0.1 pp -0.0 pp +2.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 381.4 1.9% 2 +0.3 pp +1.9 pp +0.9 pp +1.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 381.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 319.6 3.2% 4 -0.3 pp +0.7 pp +0.0 pp +3.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 286.9 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 250.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 221.0 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 214.4 2.0% 4 +0.3 pp +0.5 pp +1.8 pp +2.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 212.5 3.7% 4 +0.7 pp -0.0 pp +0.7 pp +3.7 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 202.0 5.7% 4 +0.4 pp +0.9 pp +1.0 pp +5.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 187.4 8.4% 4 +0.1 pp +0.3 pp +0.8 pp +8.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 180.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 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 179.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 177.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 169.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 154.7 4.6% 4 -0.1 pp -0.1 pp -0.3 pp +4.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 135.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 123.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 117.9 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 113.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 105.3 1.6% 4 +0.4 pp +0.4 pp +0.2 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 98.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 94.2 1.6% 4 +0.0 pp -0.1 pp -0.1 pp +1.6 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 93.9 3.6% 4 +0.1 pp -0.1 pp -0.1 pp +3.6 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 93.0 27.6% 6 -0.7 pp -0.2 pp -0.7 pp +1.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 88.3 7.9% 4 +0.2 pp +0.2 pp -0.3 pp +7.9 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 85.0 4.5% 4 +0.0 pp +0.2 pp +0.1 pp +4.5 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 77.7 1.0% 4 +0.0 pp +0.2 pp +0.0 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 77.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 74.1 0.4% 4 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 74.0 4.0% 4 +0.2 pp +0.4 pp +0.5 pp +4.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 70.1 7.1% 4 -0.2 pp +0.5 pp +0.4 pp +7.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 66.5 4.5% 4 -0.7 pp -0.6 pp -0.6 pp +4.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 65.7 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 65.6 29.5% 4 +1.4 pp +1.6 pp +0.5 pp +29.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 63.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 60.6 4.1% 4 +0.1 pp +0.2 pp +0.2 pp +4.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 59.1 3.7% 4 +0.2 pp +0.3 pp +0.4 pp +3.7 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 59.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 57.3 1.8% 4 +0.3 pp +0.6 pp +0.7 pp +1.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 57.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 56.9 4.2% 4 +0.4 pp +0.5 pp +1.7 pp +4.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 55.7 2.0% 4 +0.5 pp +2.0 pp +1.9 pp +2.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 53.7 1.7% 3 -0.6 pp -0.7 pp +1.7 pp +1.7 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 53.3 3.6% 4 +0.0 pp -0.6 pp -1.2 pp +3.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 53.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 46.8 4.2% 4 +0.1 pp +0.5 pp +0.4 pp +4.2 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 46.8 9.0% 4 +0.3 pp +0.3 pp +0.1 pp +9.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 46.1 2.1% 4 +0.0 pp -0.1 pp -0.3 pp +2.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 45.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 44.7 2.2% 4 +0.1 pp +0.2 pp +0.5 pp +2.2 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 44.0 2.1% 4 -0.0 pp +0.1 pp +0.1 pp +2.1 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 41.8 5.5% 4 -0.0 pp +0.4 pp +1.6 pp +5.5 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 40.6 9.9% 4 -0.3 pp -0.3 pp -2.1 pp +9.9 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 38.3 3.4% 4 +0.1 pp +0.2 pp +0.2 pp +3.4 pp
☆Premier Financial Group CIK 0001989061 0.565 44 37.8 6.4% 3 -2.8 pp -3.0 pp +6.4 pp +6.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 37.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 37.7 1.8% 4 +0.9 pp +1.0 pp +1.0 pp +1.8 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 37.2 4.9% 4 +0.0 pp +0.2 pp +0.3 pp +4.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 36.6 0.7% 3 +0.0 pp +0.4 pp +0.7 pp +0.7 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 36.4 1.4% 4 +0.1 pp +0.2 pp +0.3 pp +1.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 36.1 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 35.6 3.6% 4 -0.2 pp -0.4 pp -0.4 pp +3.6 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 35.0 5.2% 3 +1.5 pp +2.0 pp +5.2 pp +5.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 35.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 34.9 10.0% 4 +0.7 pp +1.3 pp +1.5 pp +10.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 33.4 7.3% 4 +2.1 pp +3.7 pp +5.7 pp +7.3 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 32.1 4.3% 4 +0.1 pp +0.3 pp +0.3 pp +4.3 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 31.5 2.2% 4 +0.2 pp +0.3 pp +0.3 pp +2.2 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 31.5 4.4% 4 +0.5 pp +1.1 pp +1.3 pp +4.4 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 31.3 3.5% 4 -0.1 pp +0.1 pp +0.1 pp +3.5 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 31.1 2.1% 2 +0.3 pp +2.1 pp +1.7 pp +2.1 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 30.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 30.3 5.9% 4 +0.1 pp +0.2 pp +0.1 pp +5.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 29.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 27.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 26.8 1.2% 4 +0.0 pp +0.1 pp +0.0 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 25.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 23.6 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
☆COWA, LLC CIK 0001844480 0.512 181 23.4 6.3% 4 +0.8 pp -0.5 pp -0.5 pp +6.3 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 23.3 4.4% 4 +0.2 pp +0.2 pp +0.2 pp +4.4 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 23.2 9.2% 4 +0.1 pp +0.3 pp +0.2 pp +9.2 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 22.4 12.1% 4 -0.2 pp -0.2 pp -0.2 pp +12.1 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 22.0 5.9% 4 +0.1 pp +0.5 pp +0.5 pp +5.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 21.3 1.9% 4 +0.0 pp +0.1 pp +0.1 pp +1.9 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 21.3 2.1% 4 +0.1 pp -0.0 pp +0.0 pp +2.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 21.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 21.1 10.6% 4 -0.2 pp +0.4 pp +0.5 pp +10.6 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 21.0 5.8% 4 -0.2 pp -0.3 pp -0.4 pp +5.8 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 20.4 8.2% 4 -0.3 pp -0.1 pp -0.2 pp +8.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 20.4 1.4% 4 -0.2 pp -0.1 pp -0.2 pp +1.4 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 20.4 1.8% 4 +0.2 pp +0.4 pp +0.5 pp +1.8 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 20.3 12.0% 4 -0.0 pp +0.4 pp -0.7 pp +12.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 20.2 2.4% 4 +0.0 pp +0.5 pp +1.1 pp +2.4 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 19.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 19.8 9.3% 4 +0.1 pp -0.0 pp -0.4 pp +9.3 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 19.7 3.1% 4 +0.1 pp +0.2 pp +0.2 pp +3.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 19.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 19.3 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 19.2 5.4% 4 +0.3 pp +0.8 pp +0.7 pp +5.4 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 18.9 3.3% 4 -0.0 pp -0.2 pp -1.2 pp +3.3 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 18.9 5.7% 4 +0.1 pp +0.1 pp +0.0 pp +5.7 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 18.9 11.0% 4 +2.2 pp +4.3 pp +5.7 pp +11.0 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 18.2 3.3% 4 +0.7 pp +1.5 pp +1.7 pp +3.3 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 18.1 9.5% 4 -0.3 pp +0.1 pp -0.0 pp +9.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 17.8 8.1% 4 +0.1 pp +0.5 pp +0.3 pp +8.1 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 17.5 2.7% 4 +0.0 pp -0.1 pp -0.3 pp +2.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 17.4 4.0% 4 +0.4 pp +0.6 pp +0.3 pp +4.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 17.2 2.1% 4 +0.6 pp +0.6 pp +0.6 pp +2.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 17.0 6.1% 4 +0.1 pp +0.4 pp +0.6 pp +6.1 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 17.0 6.6% 4 -0.1 pp +0.1 pp -0.1 pp +6.6 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 16.9 5.9% 4 +0.2 pp +0.4 pp +0.6 pp +5.9 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 16.8 4.5% 4 +0.1 pp +0.2 pp +0.2 pp +4.5 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 16.3 4.8% 4 +0.0 pp +0.2 pp +0.2 pp +4.8 pp
☆Invst, LLC CIK 0001867587 0.314 343 16.0 1.8% 4 +0.0 pp +0.1 pp +0.0 pp +1.8 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 15.8 3.7% 4 +0.1 pp +0.1 pp +0.1 pp +3.7 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 15.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 15.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 15.4 10.4% 4 +0.2 pp +0.5 pp +0.3 pp +10.4 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 15.4 7.7% 2 -0.1 pp +7.7 pp +7.7 pp +7.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 15.2 2.9% 4 +0.1 pp +0.2 pp +0.2 pp +2.9 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 15.2 3.9% 4 -0.1 pp -0.0 pp +0.0 pp +3.9 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 14.6 9.8% 4 +2.4 pp +3.5 pp +3.4 pp +9.8 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 14.2 2.1% 6 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 14.0 9.7% 4 +0.0 pp +0.3 pp -0.1 pp +9.7 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 13.8 6.7% 4 +0.2 pp +0.5 pp +0.3 pp +6.7 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 13.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 13.3 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 13.0 1.4% 4 -0.1 pp +0.4 pp +0.4 pp +1.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 12.9 0.3% 4 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 12.9 8.1% 4 +0.3 pp +0.8 pp +1.3 pp +8.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 12.7 1.2% 4 +0.0 pp +0.1 pp -0.1 pp +1.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 12.7 1.8% 4 -1.5 pp -0.0 pp +0.0 pp +1.8 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 12.5 1.4% 4 +0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.5 1.0% 4 -0.0 pp +0.1 pp +0.0 pp +1.0 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 12.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 12.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 11.9 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 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 11.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 11.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 11.5 2.9% 4 +0.0 pp -0.0 pp -0.1 pp +2.9 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 11.3 1.7% 4 -0.1 pp -0.1 pp -0.2 pp +1.7 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 11.1 6.6% 4 +0.4 pp +0.7 pp +0.7 pp +6.6 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 10.9 3.3% 4 +0.1 pp +0.0 pp +0.1 pp +3.3 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 10.9 4.8% 4 +0.2 pp +0.4 pp +0.5 pp +4.8 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 10.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 10.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 10.8 1.8% 4 +0.0 pp -0.0 pp -0.0 pp +1.8 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 10.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 10.6 6.2% 4 +0.8 pp +0.3 pp +0.9 pp +6.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 10.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 10.5 2.9% 4 +0.3 pp +0.5 pp +0.7 pp +2.9 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 10.3 2.0% 4 -0.0 pp +0.1 pp +0.2 pp +2.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 10.2 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 10.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 9.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 9.8 1.6% 4 +0.0 pp +0.0 pp +0.1 pp +1.6 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 9.8 2.4% 4 +0.2 pp +0.3 pp +0.4 pp +2.4 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 9.7 1.9% 4 +0.2 pp +0.3 pp +0.4 pp +1.9 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 9.5 0.8% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 9.3 2.2% 4 +0.2 pp -1.1 pp +1.9 pp +2.2 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 8.9 5.1% 4 -0.0 pp +0.0 pp +0.1 pp +5.1 pp
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☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 8.3 5.4% 4 +0.0 pp +0.0 pp +0.1 pp +5.4 pp
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☆Certified Advisory Corp CIK 0001731732 0.386 327 8.1 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
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☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 7.5 1.5% 4 +0.1 pp +0.2 pp +0.3 pp +1.5 pp
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☆Bank of New Hampshire CIK 0001870761 0.280 537 7.3 1.7% 4 +0.2 pp +1.0 pp +1.2 pp +1.7 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Causey Wealth LLC CIK 0002132639 0.489 83 7.1 3.0% 5 -0.0 pp +0.3 pp +0.5 pp +0.7 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.7 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 6.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
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☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 6.5 2.8% 4 +0.3 pp +0.3 pp -0.1 pp +2.8 pp
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☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 3.7 1.2% 4 -0.0 pp +0.1 pp +0.1 pp +1.2 pp
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☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 3.5 1.3% 4 +0.2 pp +0.0 pp -0.1 pp +1.3 pp
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☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 2.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 2.7 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.7 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 2.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆Prism Planning Partners LLC CIK 0002110534 0.691 35 2.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 2.4 1.0% 4 +0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 2.4 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 2.3 1.8% 4 +0.2 pp +0.2 pp +0.2 pp +1.8 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 2.3 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 2.3 1.6% 5 +0.2 pp +0.4 pp +0.4 pp +0.6 pp
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☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 2.3 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
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☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.3 1.3% 4 -0.1 pp -0.3 pp -0.5 pp +1.3 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 2.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.2 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
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☆PEOPLES BANK /OH CIK 0000934866 0.385 100 2.2 1.4% 4 +0.3 pp +0.4 pp +0.3 pp +1.4 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 2.2 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 2.2 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BWM Planning, LLC CIK 0002039698 0.671 99 2.2 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 2.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 2.0 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
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☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspirean Wealth, LLC CIK 0002110285 0.783 20 1.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆CSS LLC/IL CIK 0001103646 0.116 766 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Integras Partners LLC CIK 0002055384 0.140 100 1.7 1.1% 3 +0.9 pp +0.9 pp +1.1 pp +1.1 pp
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☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
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☆Wedmont Private Capital CIK 0001904274 0.771 949 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 1.6 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 1.6 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
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☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 1.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
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☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.4 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
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☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.3 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 1.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
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☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Level Financial Advisors CIK 0001871734 0.644 95 1.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.0 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 1.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 1.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Iowa State Bank CIK 0001546967 0.467 118 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Midwest Trust Co CIK 0002077080 0.757 606 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merrithew & Thorsten Inc CIK 0002107460 0.745 116 0.0 0.0% 1 +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% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 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
☆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
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.5 pp -0.4 pp -0.2 pp +0.0 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
☆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
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -4.0 pp -3.7 pp -3.7 pp -3.7 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 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 -4.0 pp +0.0 pp +0.0 pp +0.0 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 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 -0.1 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -2.8 pp -2.8 pp -2.9 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
☆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
☆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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 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
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -3.9 pp -3.7 pp -3.6 pp +0.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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 -1.1 pp +0.0 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 0.0 0.0% 0 -0.4 pp +0.0 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
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -9.7 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -1.9 pp -2.0 pp -2.2 pp +0.0 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
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -4.4 pp -4.5 pp +0.0 pp
☆O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -3.1 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
☆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
☆Kaye Capital Management CIK 0001111797 0.596 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Tradewinds, LLC. CIK 0001932342 0.030 215 0.0 0.0% 0 -3.3 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
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -4.7 pp -4.6 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -7.4 pp -7.1 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -1.1 pp -0.9 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
☆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
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 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 -0.3 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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 -3.3 pp -3.4 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Vestment Financial LLC CIK 0002056705 0.756 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 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
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp +0.0 pp -15.7 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -7.0 pp -6.5 pp -7.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -2.7 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status