Signals

← Signals

☆DFLV

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

Flow ranking

Rank#284
Score / z0.859 / 0.76
Consensus165.09 over 271 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 ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 736.4 3.6% 4 +0.2 pp +0.8 pp +1.0 pp +3.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 241.6 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 163.9 2.0% 4 +0.1 pp +0.1 pp +1.1 pp +2.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 145.0 4.3% 4 +0.0 pp +0.0 pp +0.4 pp +4.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 131.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 128.0 2.9% 4 +0.2 pp +0.4 pp +0.7 pp +2.9 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 112.3 5.2% 4 +0.3 pp +1.3 pp +2.2 pp +5.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 107.0 10.9% 4 -0.2 pp -0.8 pp -0.5 pp +10.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 99.8 0.5% 2 -0.1 pp +0.5 pp -1.1 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 91.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 88.3 1.7% 3 +0.0 pp +0.7 pp +1.7 pp +1.7 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 86.0 6.8% 4 +0.6 pp +1.1 pp +1.3 pp +6.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 78.2 0.4% 4 -0.1 pp -0.1 pp +0.2 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 77.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 77.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 64.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 64.4 6.9% 4 +0.2 pp +0.1 pp +0.2 pp +6.9 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 54.7 0.8% 4 -0.1 pp -0.0 pp -0.0 pp +0.8 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 52.7 3.7% 4 +0.5 pp +0.4 pp +0.6 pp +3.7 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 52.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 50.4 3.7% 4 +0.4 pp +0.6 pp +0.7 pp +3.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 48.9 2.2% 4 +0.3 pp +0.4 pp +0.3 pp +2.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 47.4 1.5% 4 +0.4 pp +0.7 pp +0.7 pp +1.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 44.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Premier Financial Group CIK 0001989061 0.565 44 40.9 7.0% 3 -3.2 pp -2.9 pp +7.0 pp +7.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 40.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 40.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 36.2 4.0% 4 -0.3 pp +0.0 pp +0.0 pp +4.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 34.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 33.7 10.0% 6 -0.1 pp +0.3 pp +0.6 pp +1.9 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 33.6 7.8% 4 +0.1 pp +0.2 pp +0.2 pp +7.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 33.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 33.3 12.1% 4 +5.7 pp +5.7 pp +5.7 pp +12.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 32.7 2.7% 4 +0.5 pp +0.5 pp +0.8 pp +2.7 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 32.4 8.6% 4 -0.1 pp -0.2 pp -0.3 pp +8.6 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 32.4 1.4% 4 +0.0 pp +0.2 pp +0.1 pp +1.4 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 32.0 12.9% 4 +0.4 pp +0.3 pp +0.6 pp +12.9 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 30.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 29.9 1.3% 4 +0.8 pp +0.9 pp +0.9 pp +1.3 pp
☆WPWealth LLP CIK 0001950118 0.866 103 29.5 4.5% 4 -0.2 pp -1.1 pp -1.9 pp +4.5 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.779 87 28.3 10.1% 4 +0.3 pp +0.4 pp +0.4 pp +10.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 27.9 14.2% 4 +0.6 pp +1.2 pp +9.8 pp +14.2 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 27.9 8.4% 4 +0.3 pp +0.4 pp -0.1 pp +8.4 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 27.2 2.4% 4 +0.4 pp +0.7 pp +0.7 pp +2.4 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 24.9 2.2% 4 +0.2 pp +0.3 pp +0.4 pp +2.2 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 24.7 3.4% 4 +0.5 pp +0.8 pp +1.0 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 23.9 3.2% 4 +0.5 pp +0.9 pp +1.5 pp +3.2 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 23.8 15.8% 4 +1.2 pp +1.2 pp +1.1 pp +15.8 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 22.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 21.5 1.2% 4 +0.2 pp +0.3 pp +0.3 pp +1.2 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 21.4 5.2% 4 +0.3 pp +0.5 pp +0.3 pp +5.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 20.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 19.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 19.8 3.6% 4 +0.3 pp +0.4 pp +0.4 pp +3.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 19.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 16.5 4.7% 4 +0.6 pp +4.4 pp +4.4 pp +4.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 15.4 2.5% 4 +0.1 pp -0.0 pp +0.1 pp +2.5 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 15.3 3.0% 4 +0.3 pp +0.4 pp +0.5 pp +3.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 15.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 15.1 3.8% 4 +0.0 pp +0.2 pp +0.3 pp +3.8 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 14.2 5.1% 4 +0.5 pp +0.8 pp +1.0 pp +5.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 14.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 13.7 1.7% 4 -0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 13.6 3.5% 4 +0.1 pp +0.1 pp -0.0 pp +3.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 13.6 3.7% 3 +0.1 pp +0.4 pp +3.7 pp +3.7 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 13.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 13.1 5.6% 5 +0.1 pp -0.1 pp -0.4 pp -0.4 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 13.0 4.1% 3 +0.7 pp +0.9 pp +4.1 pp +4.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 11.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 10.7 6.3% 4 +0.3 pp +0.7 pp +0.8 pp +6.3 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 10.5 1.0% 4 +0.1 pp +0.2 pp -0.1 pp +1.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 10.5 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 10.4 3.5% 4 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 10.4 2.6% 4 +0.2 pp +0.4 pp +0.5 pp +2.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 10.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 10.2 2.7% 4 +0.2 pp +0.5 pp +0.6 pp +2.7 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 10.2 12.4% 4 -0.2 pp -0.1 pp +0.3 pp +12.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 10.2 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 9.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 9.8 7.8% 4 +0.4 pp +1.5 pp +1.8 pp +7.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 9.3 2.4% 4 +0.3 pp +0.3 pp +0.3 pp +2.4 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 8.9 1.2% 4 +0.1 pp -0.0 pp -0.1 pp +1.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 8.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 8.3 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 8.2 4.4% 5 +0.3 pp +0.2 pp +0.7 pp +0.7 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 8.1 2.3% 4 +0.3 pp +0.6 pp +0.7 pp +2.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 8.0 4.8% 4 +0.4 pp +0.9 pp +1.0 pp +4.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 7.5 3.0% 4 +0.5 pp +0.6 pp +0.6 pp +3.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 7.2 0.7% 4 +0.1 pp +0.3 pp +0.3 pp +0.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.2 0.0% 3 -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 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 6.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 6.2 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 6.0 0.9% 4 -0.3 pp -0.0 pp +0.1 pp +0.9 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 5.9 2.8% 4 +0.6 pp +1.4 pp +1.7 pp +2.8 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 5.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 5.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 5.8 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 5.8 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 5.5 4.1% 4 +0.6 pp +1.0 pp +1.1 pp +4.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.5 2.4% 4 +0.4 pp +0.6 pp +0.6 pp +2.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 5.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 5.3 2.9% 4 +0.1 pp +0.5 pp +0.6 pp +2.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.1 3.2% 4 +0.5 pp +0.6 pp +0.8 pp +3.2 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 5.0 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 4.9 4.0% 4 +0.4 pp +0.6 pp +0.7 pp +4.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 4.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 4.6 1.0% 5 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.6 3.5% 4 +0.6 pp +1.2 pp +1.6 pp +3.5 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 4.6 1.2% 4 +0.1 pp +0.2 pp +0.3 pp +1.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.5 2.1% 4 -0.1 pp -0.2 pp -0.2 pp +2.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 4.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 4.4 1.5% 4 -0.0 pp +0.0 pp +0.1 pp +1.5 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 4.3 1.4% 4 +0.4 pp +0.5 pp +0.6 pp +1.4 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 4.2 0.8% 4 -1.6 pp -1.5 pp -1.7 pp +0.8 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 4.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 4.0 1.4% 4 +0.2 pp +0.3 pp +0.3 pp +1.4 pp
☆CLG LLC CIK 0002059872 0.428 156 4.0 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 3.9 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 3.7 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 3.6 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.6 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 3.5 0.2% 2 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 3.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 3.5 1.6% 4 +0.2 pp +0.3 pp +0.3 pp +1.6 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 3.4 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 3.4 2.3% 4 +0.3 pp +0.1 pp +0.1 pp +2.3 pp
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☆Apeiron RIA LLC CIK 0001801846 0.178 162 3.3 0.8% 3 +0.1 pp +0.6 pp +0.8 pp +0.8 pp
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☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 3.0 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
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☆City State Bank CIK 0001910666 0.322 809 3.0 0.8% 4 +0.1 pp +0.3 pp +0.3 pp +0.8 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 2.8 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 2.7 1.6% 3 +0.3 pp +0.4 pp +1.6 pp +1.6 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.7 0.5% 4 -0.0 pp -0.1 pp -0.0 pp +0.5 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.7 0.7% 4 +0.0 pp +0.0 pp -0.1 pp +0.7 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 2.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 2.5 1.6% 4 +0.0 pp +0.0 pp +0.0 pp +1.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 2.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 2.3 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 2.3 2.0% 2 -3.8 pp +2.0 pp +2.0 pp +2.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 2.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 2.1 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
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☆GEN Financial Management, INC. CIK 0002032497 0.680 42 2.1 1.3% 4 +0.0 pp -0.4 pp -0.3 pp +1.3 pp
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☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 2.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.7 0.6% 4 -0.3 pp -0.3 pp -0.3 pp +0.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.5 0.7% 4 -0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 1.5 0.5% 4 +0.0 pp -0.2 pp -0.2 pp +0.5 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 1.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆COWA, LLC CIK 0001844480 0.512 181 1.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 1.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 1.2 0.4% 4 +0.2 pp +0.1 pp +0.1 pp +0.4 pp
☆Emprise Bank CIK 0002018815 0.570 109 1.2 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.1 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 1.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 1.0 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.9 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.8 0.7% 4 +0.3 pp +0.3 pp +0.4 pp +0.7 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.561 95 0.8 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆EASTERN BANK CIK 0001126395 0.668 1038 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
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☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sensible Money, LLC CIK 0001965229 0.852 101 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 1 +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 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Twin Cities Retirement Group LLC CIK 0002109366 0.720 22 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.3 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Advisers, LLC CIK 0002042930 0.778 44 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LPWM LLC CIK 0001801101 0.514 98 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 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 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 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 -0.4 pp -0.4 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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 -6.9 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -4.0 pp -3.9 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -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% 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 -0.0 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 -0.1 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -3.5 pp -4.6 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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 -0.1 pp -0.1 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -4.1 pp -3.7 pp -3.2 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
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.0 0.0% 0 +0.0 pp -0.2 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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -4.7 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -1.9 pp -2.0 pp -1.7 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 DFLV). Qtrs Held counts distinct quarters this fund has actually held DFLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFLV position size. Δ columns are the percentage-point change in DFLV'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