Signals

← Signals

☆DFSD

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

Flow ranking

Rank#43
Score / z4.426 / 5.32
Consensus211.93 over 344 funds
Momentum-0.27 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-0%
Short interest+317% / 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 ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 346.4 0.4% 6 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 302.7 2.6% 5 +0.1 pp +1.9 pp -0.2 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 258.5 3.7% 5 -0.1 pp -0.6 pp -0.7 pp -0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 185.3 1.6% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 174.5 0.5% 5 -0.4 pp -0.6 pp -0.5 pp -0.6 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 173.7 6.7% 5 +0.1 pp +0.6 pp +1.2 pp +1.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 166.7 1.9% 4 -0.3 pp -0.2 pp +0.8 pp +1.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 152.8 9.6% 5 -0.6 pp -1.0 pp -0.5 pp -0.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 138.7 13.1% 5 -0.5 pp -0.1 pp +0.8 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 128.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 99.3 9.8% 5 -0.7 pp -0.8 pp -0.8 pp -1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 95.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 93.1 8.6% 5 -0.4 pp +0.4 pp +0.6 pp +0.9 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 83.9 6.1% 5 +0.2 pp +0.7 pp +1.3 pp +1.4 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 72.5 35.7% 2 -0.8 pp +35.7 pp +35.7 pp +35.7 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 68.3 9.5% 5 -0.3 pp +0.0 pp +0.6 pp +0.4 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 63.7 4.6% 5 -0.6 pp -0.3 pp -0.2 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 61.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 60.7 8.6% 5 -0.8 pp -0.5 pp -0.4 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 58.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPWealth LLP CIK 0001950118 0.866 103 56.8 8.4% 5 -0.4 pp -0.4 pp -0.1 pp -0.4 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 54.7 12.8% 5 -0.7 pp -0.3 pp -0.3 pp -0.4 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 51.3 10.1% 2 -0.7 pp +10.1 pp +10.1 pp +10.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 49.9 0.2% 5 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 49.6 4.7% 2 -0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 49.3 15.3% 5 -0.4 pp -0.5 pp -0.7 pp -0.7 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 48.2 7.7% 5 -0.7 pp -0.6 pp -0.5 pp -1.3 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 46.8 13.5% 5 +6.2 pp +8.7 pp +10.1 pp +10.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 46.4 7.5% 5 +2.2 pp +4.1 pp +5.9 pp +7.2 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 41.9 6.6% 5 -0.7 pp -1.5 pp -1.9 pp -2.4 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
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 38.8 15.3% 5 -2.2 pp -1.2 pp -0.9 pp -1.6 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 38.4 2.4% 4 -0.2 pp -0.2 pp -0.1 pp +2.4 pp
☆Elser Financial Planning, Inc CIK 0002028202 0.959 124 38.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 38.0 4.3% 5 -0.0 pp +0.3 pp +0.9 pp +2.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 36.9 1.0% 4 -0.1 pp -0.3 pp -0.4 pp +1.0 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 36.8 10.4% 5 +0.6 pp +2.0 pp +3.6 pp +4.6 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 31.6 6.8% 5 +0.2 pp -0.2 pp +0.8 pp +0.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 30.6 4.0% 5 +0.0 pp +0.4 pp +0.8 pp +0.7 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 28.9 4.7% 5 -0.9 pp -0.8 pp -0.7 pp -0.8 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 28.7 10.4% 5 -0.4 pp -1.1 pp -1.3 pp -1.6 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 27.7 4.8% 5 -0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 27.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 26.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 26.2 2.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 25.9 10.3% 5 -0.2 pp -2.2 pp -1.9 pp -2.2 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 25.7 6.0% 5 +0.1 pp +0.3 pp +0.4 pp +0.2 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 25.3 11.8% 2 -0.6 pp +11.8 pp +11.8 pp +11.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 25.2 3.3% 5 -0.1 pp +0.2 pp +0.9 pp +1.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 24.9 3.8% 5 +0.5 pp +0.5 pp +0.4 pp +0.2 pp
☆Wolfstich Capital, LLC CIK 0002047009 0.461 19 24.4 18.9% 3 +1.8 pp -1.4 pp +18.9 pp +18.9 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 24.2 13.1% 5 -0.6 pp -1.3 pp -2.9 pp -4.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 23.8 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 23.5 10.5% 5 -0.3 pp -0.3 pp -0.2 pp -0.3 pp
☆Guardian Wealth Management, LLC CIK 0002095373 0.789 30 23.4 6.5% 2 +0.0 pp +6.5 pp +6.5 pp +6.5 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 22.2 1.8% 5 +0.1 pp +0.3 pp +0.4 pp +1.0 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 21.9 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 21.4 10.5% 5 -0.7 pp +0.7 pp +1.1 pp +0.5 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 20.2 7.5% 5 -0.4 pp -0.2 pp -0.2 pp -0.0 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 20.0 13.1% 5 -0.5 pp -0.7 pp -0.5 pp -0.5 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 19.6 1.2% 4 -0.1 pp -0.0 pp +0.4 pp +1.2 pp
☆Onyx Financial Advisors, LLC CIK 0001957840 0.903 18 19.5 7.0% 5 -0.6 pp -0.4 pp -0.4 pp -0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 19.4 5.7% 5 -0.3 pp -0.7 pp -0.6 pp +2.6 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 19.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 19.4 4.4% 5 -0.1 pp -0.1 pp +0.5 pp +0.6 pp
☆BCU Wealth Advisors, LLC CIK 0002003570 0.817 63 19.3 6.4% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 18.7 4.6% 4 -0.3 pp +0.0 pp +0.8 pp +4.6 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 18.6 5.0% 5 -0.3 pp +0.3 pp +0.9 pp +1.3 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 18.6 2.7% 5 +0.1 pp +0.7 pp +1.0 pp +1.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 18.5 0.6% 6 -0.1 pp -0.1 pp -0.4 pp -0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 17.5 5.9% 2 -0.4 pp +5.9 pp +5.9 pp +5.9 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 17.1 9.3% 5 -1.0 pp -0.8 pp -0.1 pp -0.7 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 16.8 5.8% 5 -0.1 pp +0.4 pp +0.6 pp +0.7 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 16.8 1.7% 3 -0.2 pp +0.1 pp +1.7 pp +1.7 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 16.6 2.5% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 16.5 3.7% 5 -0.5 pp -0.5 pp -0.9 pp -1.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 16.2 4.6% 5 +0.6 pp +1.4 pp +2.2 pp +2.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 16.1 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 15.7 2.7% 5 -0.0 pp -0.0 pp +0.2 pp +0.4 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 15.6 5.2% 6 -0.4 pp -0.2 pp -0.2 pp -0.4 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 15.3 4.4% 5 -0.2 pp +0.2 pp +0.6 pp +0.8 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 14.9 7.5% 5 -0.7 pp -0.5 pp -0.8 pp -0.9 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 14.8 1.9% 3 +0.0 pp +0.0 pp +1.9 pp +1.9 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 14.6 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 14.4 3.9% 5 -0.4 pp -0.6 pp -0.8 pp -1.1 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 14.2 6.0% 3 -0.2 pp -0.2 pp +6.0 pp +6.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 14.2 4.9% 5 -0.4 pp +0.2 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 13.9 4.5% 5 +0.2 pp +0.5 pp +0.8 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 13.6 3.1% 5 -0.2 pp +0.5 pp +0.7 pp +1.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 13.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 13.4 1.2% 4 -0.2 pp -0.8 pp -1.5 pp +1.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 13.3 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 13.3 4.2% 5 -0.1 pp +2.1 pp +2.0 pp +2.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 13.2 1.6% 5 -0.1 pp -1.3 pp +1.2 pp +1.2 pp
☆Friday Financial CIK 0002048792 0.653 108 13.1 3.5% 5 -0.1 pp +0.1 pp +0.2 pp -0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 12.5 1.6% 5 +0.5 pp +0.8 pp +0.8 pp +1.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 12.3 2.8% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 12.2 3.2% 5 -0.1 pp +0.7 pp +2.3 pp +3.1 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 12.0 2.8% 5 -0.3 pp +0.1 pp +0.1 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 11.7 0.5% 5 -0.2 pp -0.1 pp -0.4 pp -0.9 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 11.6 1.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 11.6 1.9% 5 +0.5 pp +1.2 pp +1.6 pp +1.8 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 11.4 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 11.1 3.5% 5 -0.3 pp +0.0 pp +0.3 pp +0.7 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 11.0 2.3% 5 -0.3 pp +0.0 pp +0.9 pp +0.2 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 11.0 5.0% 5 -0.1 pp +0.0 pp +0.2 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 10.9 2.7% 5 -0.1 pp +0.6 pp +1.8 pp +2.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 10.4 3.2% 5 -0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 9.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 9.4 3.6% 7 -0.3 pp -0.5 pp -0.4 pp -0.6 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 9.4 1.3% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 9.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 9.2 6.6% 2 -1.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 9.2 3.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 8.8 6.8% 2 -0.5 pp +6.8 pp +6.8 pp +6.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.7 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 8.6 2.0% 5 -0.0 pp +0.2 pp +0.5 pp +0.9 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 8.6 7.2% 2 -0.3 pp +7.2 pp +7.2 pp +7.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 8.5 3.1% 5 -0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 8.5 0.8% 5 -0.1 pp -0.4 pp -0.9 pp -1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 8.3 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 8.1 3.9% 6 -0.3 pp +0.1 pp +0.6 pp +0.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 8.0 2.5% 5 -0.2 pp -0.2 pp -0.1 pp -0.4 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 8.0 6.1% 2 +0.6 pp +6.1 pp +6.1 pp +6.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 7.9 1.9% 5 -0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆HEFFERNAN ADVISORY, INC CIK 0001536230 0.694 43 7.7 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 7.7 2.6% 5 -0.1 pp +0.5 pp +0.3 pp +0.5 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 7.7 3.6% 5 -0.4 pp +0.3 pp +0.3 pp -0.3 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 7.6 2.8% 6 -0.1 pp -0.3 pp -0.2 pp -0.4 pp
☆Parker Financial LLC CIK 0001965668 0.845 37 7.5 2.7% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 7.4 1.5% 5 +0.2 pp +0.4 pp +0.9 pp +1.1 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 7.2 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 7.2 3.1% 2 +0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 7.0 3.8% 5 -0.7 pp -0.6 pp -0.6 pp -0.6 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 6.9 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 6.7 3.2% 5 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 6.7 3.5% 5 -0.5 pp +0.5 pp +0.3 pp +0.2 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 6.7 1.5% 5 -0.1 pp +0.5 pp +0.7 pp +0.8 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 6.6 5.0% 5 -0.2 pp -0.4 pp -0.3 pp -0.5 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.3 1.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 6.3 3.3% 5 -0.4 pp -0.6 pp -0.1 pp +0.3 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 6.2 3.4% 2 -0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 6.0 3.8% 6 +0.3 pp +1.1 pp +1.0 pp +1.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.8 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 5.7 3.3% 5 -0.3 pp +0.3 pp +0.4 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 5.6 2.9% 2 -3.7 pp +2.9 pp +2.9 pp +2.9 pp
☆Invst, LLC CIK 0001867587 0.314 343 5.6 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 5.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 5.5 1.4% 5 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspirean Wealth, LLC CIK 0002110285 0.783 20 5.3 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 5.1 5.4% 2 -0.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 5.0 2.5% 5 -2.2 pp -1.0 pp -1.2 pp -1.4 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 5.0 0.6% 5 +0.6 pp -0.0 pp -0.5 pp -0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 4.9 1.8% 5 -0.5 pp -0.7 pp -0.6 pp -0.6 pp
☆Tencap Wealth Coaching, LLC CIK 0002107751 0.895 20 4.9 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 4.8 2.8% 5 -0.3 pp -0.2 pp -0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.6 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 4.6 2.4% 4 +0.6 pp +1.1 pp +1.5 pp +2.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Chico Wealth RIA CIK 0001926037 0.794 49 4.5 2.3% 4 -0.4 pp -0.6 pp -3.5 pp +2.3 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 4.4 1.7% 5 -0.2 pp +0.2 pp +0.6 pp +0.9 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 4.2 2.7% 4 -0.7 pp -0.8 pp -0.8 pp +2.7 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 4.2 0.5% 5 -2.2 pp -2.2 pp -2.2 pp -2.4 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 4.2 1.4% 5 -0.3 pp -0.4 pp -0.0 pp +0.4 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 4.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 4.1 1.6% 7 -0.0 pp +0.0 pp +0.2 pp +0.5 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 4.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 3.8 2.7% 2 -0.6 pp +2.7 pp +2.7 pp +2.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 3.6 1.8% 3 +0.1 pp +0.4 pp +1.8 pp +1.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.4 0.8% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 3.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 3.4 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 3.3 1.6% 5 -0.1 pp +0.5 pp +0.5 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Powerhouse Assets LLC CIK 0001564396 0.627 57 3.0 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 2.8 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.8 0.6% 4 +0.1 pp +0.3 pp +0.0 pp +0.6 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 2.7 3.4% 2 -0.8 pp +3.4 pp +3.4 pp +3.4 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 2.7 0.9% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 2.5 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 2.5 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.4 0.6% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.4 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 2.4 0.9% 5 -0.2 pp -0.4 pp -0.5 pp -0.7 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 2.4 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 2.3 0.5% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.3 0.6% 5 -0.0 pp -0.0 pp -0.9 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.2 0.7% 1 +0.7 pp -0.2 pp -0.2 pp -0.3 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 2.2 1.0% 2 -0.2 pp +1.0 pp +0.6 pp +0.2 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 2.2 0.7% 5 -0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.2 0.7% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
☆Vigil Wealth Management, LLC CIK 0002107625 0.518 81 2.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 2.0 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 2.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 1.9 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
☆Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 1.9 1.2% 5 +0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 1.9 0.4% 1 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.8 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 1.8 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Straight Path Wealth Management CIK 0001902506 0.735 141 1.8 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.8 0.8% 6 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 1.7 0.8% 5 -0.3 pp -0.1 pp +0.1 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 1.7 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.6 0.6% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 1.6 0.5% 4 -0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.6 0.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 1.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆PFG Advisors CIK 0001694435 0.248 791 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.5 0.5% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 1.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.5 1.1% 5 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.5 0.8% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 1.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 1.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 1.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 1.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 1.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 1.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 1.1 1.4% 5 -0.7 pp -0.8 pp -1.7 pp -1.9 pp
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☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -4.6 pp -5.0 pp -4.6 pp -3.6 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.3 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 +0.0 pp +0.0 pp -1.5 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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 +0.0 pp +0.0 pp -0.8 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -3.0 pp -3.1 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
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.3 pp -0.3 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
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 +0.0 pp -9.6 pp -10.0 pp -10.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -3.9 pp -4.0 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.8 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 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
☆Trust Point Inc. CIK 0001635633 0.568 463 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 +0.0 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
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -12.9 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
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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 (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