Signals

← Signals

☆DFSV

432 in-universe funds with a nonzero position in DFSV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#765
Score / z0.156 / 0.18
Consensus198.97 over 337 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 346.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 190.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 171.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 159.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 94.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 93.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 89.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 79.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 78.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 72.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 64.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 56.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 55.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 54.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 48.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 43.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 41.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 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 41.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 41.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 40.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 39.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 39.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 28.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 27.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 27.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 26.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 26.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 24.8 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 24.5 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 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 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 24.5 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Jentner Corp CIK 0001695908 0.884 54 24.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 24.3 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 24.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 23.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 22.7 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 21.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 18.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 18.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 18.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 17.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 16.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 16.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 15.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 15.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 15.1 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 14.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 14.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 14.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 14.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 13.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 13.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 12.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 12.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Trust Co of the South CIK 0002008165 0.815 146 12.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 12.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 12.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 11.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 11.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 11.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 11.2 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 11.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 10.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 10.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 9.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 9.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 9.6 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 9.5 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 9.2 7.6% 2 +0.7 pp +7.6 pp +7.6 pp +7.6 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 9.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 9.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 8.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 8.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 8.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 8.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 8.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 8.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 7.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 7.7 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 7.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 7.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 7.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 7.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 6.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 5.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 5.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 5.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 5.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 4.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 4.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 4.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 4.4 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 4.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 4.0 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 3.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 3.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 3.1 1.1% 3 +0.8 pp +0.9 pp +1.1 pp +1.1 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 3.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Martin Worley Group CIK 0002049542 0.360 91 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 2.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.5 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 2.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Emprise Bank CIK 0002018815 0.570 109 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 1.9 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.2 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Heirloom Wealth Management CIK 0001882903 0.450 61 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 1.1 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 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.0 0.4% 3 -0.1 pp -0.5 pp +0.4 pp +0.4 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Flagstone Financial Management CIK 0001968890 0.851 77 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 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 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLG LLC CIK 0002059872 0.428 156 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆25 LLC CIK 0001968777 0.795 80 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 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 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +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
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +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
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 DFSV). Qtrs Held counts distinct quarters this fund has actually held DFSV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFSV position size. Δ columns are the percentage-point change in DFSV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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