Signals

← Signals

☆DFLV

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

Flow ranking

Rank#24665
Score / z-0.188 / -0.24
Consensus170.20 over 283 funds
Momentum-0.10 =

Price & positioning

224 cached closes, trailing year
Drawdown-1%
Short interest+44% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1,010.8 3.0% 5 -0.6 pp -0.4 pp +0.2 pp +0.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 186.4 7.2% 5 +2.0 pp +2.4 pp +3.4 pp +4.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 181.6 2.1% 4 +0.3 pp +0.3 pp +1.0 pp +2.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 174.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 158.3 4.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 132.2 2.8% 5 -0.1 pp +0.1 pp +0.3 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 131.4 0.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 124.2 8.4% 5 -2.5 pp -2.7 pp -3.3 pp -3.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 113.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 108.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp -1.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 102.3 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 98.1 6.9% 5 +0.1 pp +0.7 pp +1.2 pp +1.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 92.4 1.2% 5 -0.9 pp -0.8 pp -0.7 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 91.4 0.4% 5 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 88.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 75.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 69.5 6.9% 5 -0.1 pp +0.1 pp +0.0 pp +0.2 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 62.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 61.3 0.9% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 60.7 3.7% 5 -0.0 pp +0.5 pp +0.4 pp +0.6 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 57.2 2.3% 5 +0.1 pp +0.3 pp +0.5 pp +0.4 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 53.9 4.0% 5 +0.3 pp +0.7 pp +0.9 pp +1.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 50.6 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Premier Financial Group CIK 0001989061 0.418 234 45.0 9.1% 4 +2.1 pp -1.1 pp -0.8 pp +9.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 42.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 41.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 40.8 4.6% 5 +1.5 pp +1.9 pp +2.4 pp +3.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 40.5 2.9% 5 +0.2 pp +0.8 pp +0.8 pp +1.0 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 40.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 40.2 5.7% 5 +1.7 pp +1.4 pp +1.7 pp +1.7 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 37.0 10.1% 7 +0.1 pp +0.0 pp +0.4 pp +0.7 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 37.0 8.0% 5 +0.2 pp +0.2 pp +0.4 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 36.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 35.9 13.0% 5 +0.1 pp +0.5 pp +0.5 pp +0.7 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 34.3 1.5% 5 +0.2 pp +0.9 pp +1.0 pp +1.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 33.7 8.0% 5 -0.6 pp -0.7 pp -0.8 pp -0.9 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 32.4 1.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 31.7 2.5% 5 +0.1 pp +0.4 pp +0.7 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 31.2 8.6% 5 +0.2 pp +0.5 pp +0.6 pp +0.1 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 30.7 14.3% 5 +0.1 pp +0.7 pp +1.3 pp +9.9 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 30.3 9.8% 5 -2.3 pp +3.5 pp +3.4 pp +3.4 pp
☆WPWealth LLP CIK 0001950118 0.866 103 29.8 4.4% 5 -0.1 pp -0.3 pp -1.2 pp -1.9 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 29.6 9.9% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 29.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 28.3 3.6% 5 +0.2 pp +0.7 pp +1.0 pp +1.2 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 28.1 4.6% 5 +1.0 pp +1.3 pp +1.4 pp +1.5 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 27.8 16.1% 5 +0.3 pp +1.5 pp +1.5 pp +1.3 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 27.2 2.1% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 25.8 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 23.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 22.2 5.3% 2 -0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 21.8 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 18.9 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆West Financial Advisors, LLC CIK 0001843684 0.831 224 18.6 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 18.6 4.8% 5 +0.1 pp +0.7 pp +4.4 pp +4.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 17.1 2.4% 5 -0.2 pp -0.0 pp -0.2 pp -0.1 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 16.9 3.8% 5 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 16.9 5.4% 5 +0.4 pp +0.8 pp +1.1 pp +1.3 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 16.8 3.0% 5 +0.0 pp +0.3 pp +0.4 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 15.7 5.8% 6 +0.2 pp +0.3 pp +0.1 pp -0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 15.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 15.1 3.8% 4 +0.0 pp +0.1 pp +0.5 pp +3.8 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 15.1 3.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 15.1 4.2% 4 +0.1 pp +0.8 pp +1.0 pp +4.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 15.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 14.4 4.6% 1 +4.6 pp +0.5 pp +0.9 pp +1.4 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 13.7 1.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 13.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 13.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Navigate Wealth Management, LLC CIK 0002127791 0.512 79 12.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 12.7 6.6% 5 +0.4 pp +0.7 pp +1.1 pp +1.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 12.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 12.6 1.0% 5 +0.0 pp +0.2 pp +0.2 pp -0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 12.1 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 12.0 2.8% 5 +0.1 pp +0.3 pp +0.6 pp +0.7 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 12.0 2.7% 5 +0.0 pp +0.2 pp +0.4 pp +0.6 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 11.9 1.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 11.9 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 11.2 8.2% 5 +0.4 pp +0.8 pp +1.9 pp +2.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 11.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 10.9 12.9% 5 +0.5 pp +0.3 pp +0.4 pp +0.8 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 10.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 10.5 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 10.3 3.5% 5 +0.0 pp +0.0 pp +3.5 pp +3.5 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 10.3 5.3% 5 +0.6 pp +1.0 pp +1.4 pp +1.6 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 10.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 10.1 2.4% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 9.3 2.1% 5 -0.2 pp +0.1 pp +0.4 pp +0.5 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 9.2 4.6% 6 +0.1 pp +0.4 pp +0.4 pp +0.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 8.7 3.1% 5 +0.1 pp +0.6 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 8.3 0.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 8.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 7.8 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 7.6 3.0% 5 +0.2 pp +0.8 pp +1.6 pp +1.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 7.3 1.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 7.2 1.0% 5 +0.1 pp -0.2 pp +0.0 pp +0.1 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 7.2 3.0% 3 +0.0 pp +0.3 pp +3.0 pp +3.0 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 6.7 4.9% 5 +0.8 pp +1.3 pp +1.7 pp +1.9 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 6.6 2.6% 5 +0.2 pp +0.6 pp +0.7 pp +0.7 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 6.2 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 6.2 1.9% 3 -0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 6.2 3.0% 5 +0.1 pp +0.2 pp +0.6 pp +0.7 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 6.1 3.5% 5 +0.3 pp +0.8 pp +1.0 pp +1.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 5.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 5.7 1.8% 5 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 5.6 4.0% 5 +0.0 pp +0.4 pp +0.6 pp +0.8 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 5.5 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 5.4 1.1% 6 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 5.3 2.0% 4 -0.1 pp -0.0 pp -0.0 pp +2.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 5.3 1.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 5.0 4.2% 5 +0.7 pp +1.3 pp +1.9 pp +2.3 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 5.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.9 1.9% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 4.9 1.5% 5 +0.1 pp +0.5 pp +0.5 pp +0.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 4.8 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 4.8 1.5% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 4.7 1.0% 6 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 4.5 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 4.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 4.4 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 4.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 4.3 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 4.3 1.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 4.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 4.0 2.1% 2 +1.6 pp +2.1 pp +2.1 pp +2.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 3.9 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Apeiron RIA LLC CIK 0001801846 0.178 162 3.8 1.0% 4 +0.2 pp +0.3 pp +0.9 pp +1.0 pp
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☆Financial Harvest, LLC CIK 0002052933 0.551 67 3.7 1.5% 4 -0.1 pp +0.2 pp +0.3 pp +1.5 pp
☆City State Bank CIK 0001910666 0.322 809 3.6 0.8% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
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☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 3.4 1.7% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 3.3 1.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 3.3 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
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☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 3.2 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 3.2 0.7% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 3.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆E6 Portfolios, LLC CIK 0002110817 0.358 97 3.0 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 3.0 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 2.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 2.7 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 2.6 1.0% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 2.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 2.2 0.3% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 2.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 2.0 0.4% 5 -4.8 pp -4.4 pp -4.3 pp -4.5 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 1.9 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.9 0.6% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.9 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 1.8 1.2% 2 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 1.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.6 0.6% 5 -0.1 pp -0.2 pp -0.0 pp -0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 1.6 0.4% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 1.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.4 0.7% 6 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 1.4 1.1% 6 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆COWA, LLC CIK 0001844480 0.512 181 1.3 0.3% 5 +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 1.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.3 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Emprise Bank CIK 0002018815 0.570 109 1.3 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.2 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.2 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 1.2 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.4 0.2% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.3 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.2 0.0% 1 +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% 5 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.2 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larry Mathis Financial Planning, LLC CIK 0002118274 0.036 150 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Advisors LLC CIK 0002136099 0.284 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Innovative Asset Advisors Group, LLC CIK 0002127147 0.091 287 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 -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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +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% 2 -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% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +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% 5 -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% 2 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 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% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -1.5 pp -1.0 pp -0.8 pp -0.7 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 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
☆Keel Point, LLC CIK 0001386935 0.645 514 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 +0.0 pp -4.7 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
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 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 -0.2 pp -0.0 pp -0.2 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
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.9 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
☆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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.0 0.0% 0 -1.3 pp -1.2 pp -1.6 pp -1.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.0 0.0% 0 -0.1 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 0.0 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 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 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
☆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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LPWM LLC CIK 0001801101 0.514 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 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 +0.0 pp -3.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -1.2 pp -1.0 pp -0.9 pp -0.8 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
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -1.9 pp -2.0 pp -1.7 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.1 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 +0.0 pp -4.0 pp -3.9 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
☆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
☆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
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 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 -0.8 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 -0.1 pp -0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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
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 (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