Signals

← Signals

☆DFSD

403 in-universe funds with a nonzero position in DFSD within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#80
Score / z2.477 / 3.51
Consensus170.33 over 288 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+43% / 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 261.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 216.2 4.3% 3 -0.0 pp -0.1 pp +4.3 pp +4.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 192.5 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 170.6 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 153.7 10.6% 3 +0.5 pp +1.0 pp +10.6 pp +10.6 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 129.2 13.2% 3 +0.9 pp +0.8 pp +13.2 pp +13.2 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 119.1 6.2% 3 +0.6 pp +0.6 pp +6.2 pp +6.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 109.1 2.1% 2 +1.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 108.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 98.0 10.7% 3 +0.0 pp -0.2 pp +10.7 pp +10.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 90.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 84.7 5.5% 3 +0.6 pp +0.7 pp +5.5 pp +5.5 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 74.8 8.2% 3 +0.2 pp +0.5 pp +8.2 pp +8.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 59.3 4.9% 3 +0.1 pp +0.7 pp +4.9 pp +4.9 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 59.1 9.5% 3 +0.6 pp +0.4 pp +9.5 pp +9.5 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 58.5 9.1% 3 +0.1 pp +0.0 pp +9.1 pp +9.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 58.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WPWealth LLP CIK 0001950118 0.866 103 56.2 8.8% 3 +0.2 pp -0.1 pp +8.8 pp +8.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 55.0 0.7% 3 -2.1 pp -1.8 pp +0.7 pp +0.7 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 54.3 5.0% 3 +0.5 pp +1.5 pp +5.0 pp +5.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 52.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 50.0 13.1% 3 +0.0 pp -0.1 pp +13.1 pp +13.1 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 46.7 8.1% 3 -0.4 pp -0.9 pp +8.1 pp +8.1 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 45.6 8.3% 3 +0.1 pp -0.7 pp +8.3 pp +8.3 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 44.6 15.8% 3 -0.2 pp -0.2 pp +15.8 pp +15.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 40.9 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 35.1 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 32.7 16.5% 3 +0.3 pp -0.4 pp +16.5 pp +16.5 pp
☆MASECO LLP CIK 0002074052 0.917 291 31.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 28.5 5.5% 3 +0.1 pp -0.0 pp +5.5 pp +5.5 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 27.8 7.0% 3 +1.0 pp +0.6 pp +7.0 pp +7.0 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 27.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 26.3 12.5% 3 +0.3 pp -0.1 pp +12.5 pp +12.5 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 26.2 11.5% 3 -0.2 pp -0.5 pp +11.5 pp +11.5 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 26.1 4.1% 3 +0.7 pp +1.8 pp +4.1 pp +4.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 24.7 9.6% 3 -0.4 pp -0.9 pp +9.6 pp +9.6 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 23.9 14.4% 3 -1.6 pp -3.2 pp +14.4 pp +14.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 23.0 3.6% 3 +0.4 pp +0.3 pp +3.6 pp +3.6 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 22.8 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 22.2 4.7% 3 -0.1 pp -0.1 pp +4.7 pp +4.7 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 22.2 8.4% 3 +1.7 pp +2.6 pp +8.4 pp +8.4 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 22.0 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 21.8 5.7% 3 +0.1 pp -0.1 pp +5.7 pp +5.7 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 21.2 2.7% 3 -0.0 pp -0.2 pp +2.7 pp +2.7 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 21.0 10.9% 3 +0.1 pp +0.1 pp +10.9 pp +10.9 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 20.4 3.2% 3 +0.7 pp +0.9 pp +3.2 pp +3.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 19.1 0.7% 4 -0.3 pp -0.4 pp -0.1 pp +0.7 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 19.0 13.8% 3 +0.2 pp +0.2 pp +13.8 pp +13.8 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 18.8 7.7% 3 +0.1 pp +0.2 pp +7.7 pp +7.7 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 17.7 4.4% 3 +0.5 pp +0.7 pp +4.4 pp +4.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 17.6 7.5% 3 +0.1 pp -0.3 pp +7.5 pp +7.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 17.4 6.4% 3 +0.1 pp +3.3 pp +6.4 pp +6.4 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 17.3 6.6% 3 +0.1 pp -0.0 pp +6.6 pp +6.6 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 17.2 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.2 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 16.5 1.5% 3 +0.1 pp +0.7 pp +1.5 pp +1.5 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 16.4 10.1% 3 +0.7 pp +0.0 pp +10.1 pp +10.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 16.3 9.8% 3 +0.4 pp -0.2 pp +9.8 pp +9.8 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 16.2 4.6% 2 +0.8 pp +4.6 pp +4.6 pp +4.6 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 15.5 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 15.4 4.2% 3 -0.4 pp -0.4 pp +4.2 pp +4.2 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 15.3 4.7% 3 +0.6 pp +1.0 pp +4.7 pp +4.7 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 15.0 3.2% 3 -0.1 pp -0.3 pp +3.2 pp +3.2 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 14.7 2.7% 3 +0.2 pp +0.4 pp +2.7 pp +2.7 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 14.3 5.5% 4 +0.0 pp -0.1 pp -0.4 pp +5.5 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.1 4.4% 3 -0.2 pp -0.5 pp +4.4 pp +4.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 13.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 13.6 4.8% 3 +1.4 pp +1.4 pp +4.8 pp +4.8 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 13.3 8.1% 3 -0.2 pp -0.4 pp +8.1 pp +8.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 13.2 5.5% 3 +0.3 pp +0.3 pp +5.5 pp +5.5 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 13.2 0.6% 3 -0.3 pp -0.8 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 12.8 0.5% 3 +0.0 pp +0.3 pp +0.5 pp +0.5 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 12.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 12.1 2.0% 3 +0.3 pp +0.7 pp +2.0 pp +2.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 11.7 4.7% 3 +1.1 pp +1.0 pp +4.7 pp +4.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 11.4 3.4% 3 +1.8 pp +3.1 pp +3.4 pp +3.4 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 11.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 11.2 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 11.1 3.5% 3 +0.3 pp +0.7 pp +3.5 pp +3.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 11.1 4.2% 3 +0.3 pp +0.5 pp +4.2 pp +4.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 10.8 2.8% 3 -0.1 pp -0.1 pp +2.8 pp +2.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 10.7 2.0% 2 -0.7 pp +2.0 pp +2.0 pp +2.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 10.6 2.9% 3 +2.5 pp +2.5 pp +2.9 pp +2.9 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 10.3 4.0% 3 +0.2 pp +0.9 pp +4.0 pp +4.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 10.0 2.6% 3 -0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 9.8 3.1% 3 +0.8 pp +1.2 pp +3.1 pp +3.1 pp
☆Friday Financial CIK 0002048792 0.653 108 9.6 3.4% 3 +0.1 pp -0.2 pp +3.4 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 9.5 2.2% 3 +0.8 pp +0.1 pp +2.2 pp +2.2 pp
☆City State Bank CIK 0001910666 0.322 809 9.4 2.6% 3 +0.2 pp +0.5 pp +2.6 pp +2.6 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 9.3 5.0% 3 +0.2 pp +0.1 pp +5.0 pp +5.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 9.0 4.0% 5 +0.1 pp -0.1 pp +3.1 pp +3.1 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 9.0 3.6% 3 +0.0 pp +0.1 pp +3.6 pp +3.6 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 8.7 3.1% 3 +0.1 pp +0.0 pp +3.1 pp +3.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 8.4 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 8.3 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 8.2 1.2% 3 -0.5 pp -0.6 pp +1.2 pp +1.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 8.1 2.1% 3 +1.2 pp +1.5 pp +2.1 pp +2.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 7.9 2.5% 3 +1.6 pp +2.3 pp +2.5 pp +2.5 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 7.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 7.6 3.3% 3 -0.0 pp -0.6 pp +3.3 pp +3.3 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 7.3 2.6% 3 +0.0 pp -0.2 pp +2.6 pp +2.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 7.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 7.2 2.8% 3 +0.5 pp +0.5 pp +2.8 pp +2.8 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 7.0 4.4% 3 -0.0 pp -0.0 pp +4.4 pp +4.4 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 7.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 6.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 6.6 2.7% 3 +0.0 pp -0.0 pp +2.7 pp +2.7 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 6.6 3.8% 4 +0.5 pp +0.5 pp +0.5 pp +3.8 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 6.5 3.6% 3 -0.2 pp -0.4 pp +3.6 pp +3.6 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 6.5 3.9% 3 +0.5 pp +1.0 pp +3.9 pp +3.9 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 6.5 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.4 3.1% 4 +0.0 pp -0.1 pp +0.2 pp +3.1 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 6.3 5.4% 3 +0.1 pp -0.1 pp +5.4 pp +5.4 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 6.2 1.8% 3 +0.3 pp +0.7 pp +1.8 pp +1.8 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 6.0 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 6.0 3.4% 3 +0.4 pp +0.4 pp +3.4 pp +3.4 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 6.0 2.1% 3 -0.2 pp -0.0 pp +2.1 pp +2.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 6.0 0.5% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.0 1.8% 3 +0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 5.7 3.0% 3 -0.2 pp -0.3 pp +3.0 pp +3.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 5.5 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 5.5 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 5.2 2.0% 3 -0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 4.5 2.9% 2 -2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 4.5 1.0% 3 +0.4 pp +0.7 pp +1.0 pp +1.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 4.4 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 4.4 3.0% 3 +0.0 pp +0.4 pp +3.0 pp +3.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 4.2 1.8% 3 +0.3 pp +0.8 pp +1.8 pp +1.8 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 4.2 3.0% 3 +0.1 pp -0.1 pp +3.0 pp +3.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 4.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.1 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 4.1 1.3% 3 +0.3 pp +0.3 pp +1.3 pp +1.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 3.9 1.1% 3 +0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 3.8 2.7% 4 -0.1 pp +0.8 pp +1.4 pp +2.7 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 3.8 1.5% 5 +0.1 pp +0.4 pp +0.5 pp +1.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 3.6 0.6% 3 -0.5 pp -0.5 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 3.4 0.7% 3 +0.4 pp +0.6 pp +0.7 pp +0.7 pp
☆Invst, LLC CIK 0001867587 0.314 343 3.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 3.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.1 0.9% 3 -0.2 pp -0.4 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 3.0 1.5% 3 +0.5 pp +0.8 pp +1.5 pp +1.5 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 2.8 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 2.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 2.7 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.5 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 2.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 2.3 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.3 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.2 0.6% 3 -0.9 pp -0.2 pp +0.6 pp +0.6 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 2.2 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 2.1 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 2.1 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 2.0 1.4% 3 -0.2 pp -0.3 pp +1.4 pp +1.4 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 2.0 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 2.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.9 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 1.8 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 1.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.7 0.4% 4 +0.0 pp -0.1 pp +0.1 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.7 0.9% 4 +0.0 pp -0.0 pp +0.0 pp +0.9 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 1.4 2.2% 3 -0.8 pp -1.1 pp +2.2 pp +2.2 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 1.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.4 0.6% 3 -0.2 pp -0.4 pp +0.6 pp +0.6 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 1.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 1.3 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.2 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.1 0.9% 3 +0.2 pp +0.6 pp +0.9 pp +0.9 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 1.1 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blossom Wealth Management CIK 0001839735 0.252 72 0.9 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.8 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 0.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.8 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.8 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 0.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 0.7 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 0.6 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 0.6 0.2% 3 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.5 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Core Wealth Management, Inc. CIK 0001965150 0.909 42 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.5 0.2% 3 -0.2 pp -0.4 pp +0.2 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matisse Capital CIK 0001668256 0.148 158 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.3 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 0.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆25 LLC CIK 0001968777 0.795 80 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.1 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 3 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MilWealth Group LLC CIK 0001972750 0.908 82 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 3 -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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 -1.6 pp -1.2 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -2.8 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
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 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 0.299 493 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -3.2 pp -2.8 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 -0.8 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -3.0 pp -3.1 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
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 0.0 0.0% 0 -0.4 pp -0.8 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -3.9 pp -4.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.9 pp -0.8 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -12.9 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 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 DFSD). Qtrs Held counts distinct quarters this fund has actually held DFSD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFSD position size. Δ columns are the percentage-point change in DFSD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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