Signals

← Signals

☆DFSV

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

Flow ranking

Rank#482
Score / z0.347 / 0.48
Consensus204.84 over 342 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 529.0 3.0% 3 +0.8 pp +0.9 pp +3.0 pp +3.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 217.6 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 196.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 191.8 5.4% 3 +0.3 pp +0.5 pp +5.4 pp +5.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 141.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 125.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 119.0 2.2% 3 +0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 91.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 87.5 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 84.1 3.9% 3 +0.2 pp +0.3 pp +3.9 pp +3.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 79.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 72.2 0.9% 3 -0.0 pp +0.3 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 69.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 68.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 68.4 8.4% 3 +0.6 pp +0.9 pp +8.4 pp +8.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 68.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 68.0 2.2% 3 +0.5 pp +0.7 pp +2.2 pp +2.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 63.5 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 61.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 51.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 50.6 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 47.2 0.6% 3 -0.2 pp -0.5 pp +0.6 pp +0.6 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 44.5 4.8% 3 -0.2 pp +0.2 pp +4.8 pp +4.8 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 44.0 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 33.8 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 32.4 3.6% 3 -0.2 pp -0.1 pp +3.6 pp +3.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 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 31.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 30.9 2.9% 3 -0.0 pp -0.3 pp +2.9 pp +2.9 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 30.6 6.3% 3 +0.1 pp +0.4 pp +6.3 pp +6.3 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 30.4 6.9% 3 +0.1 pp +0.3 pp +6.9 pp +6.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 30.0 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 29.2 8.3% 3 +0.3 pp +0.5 pp +8.3 pp +8.3 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 29.1 7.5% 3 +0.1 pp +0.3 pp +7.5 pp +7.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 29.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 27.5 6.5% 3 +2.5 pp +0.0 pp +6.5 pp +6.5 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 26.2 8.8% 3 +0.5 pp +0.5 pp +8.8 pp +8.8 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 26.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 24.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 22.9 0.8% 4 -0.1 pp -0.2 pp +0.2 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 22.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 22.4 3.6% 3 -0.0 pp +0.2 pp +3.6 pp +3.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 21.5 5.5% 3 +0.1 pp +0.0 pp +5.5 pp +5.5 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 21.5 4.8% 3 -0.1 pp +0.0 pp +4.8 pp +4.8 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 21.2 1.8% 3 +0.1 pp +0.3 pp +1.8 pp +1.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 20.9 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 20.3 1.0% 3 -0.7 pp -1.2 pp +1.0 pp +1.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 20.0 4.6% 3 +0.1 pp +0.3 pp +4.6 pp +4.6 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 19.9 0.7% 3 +0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 19.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 19.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 19.4 5.9% 3 -0.2 pp -3.8 pp +5.9 pp +5.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 19.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 18.3 3.6% 3 +0.3 pp +0.7 pp +3.6 pp +3.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 17.4 5.3% 3 -0.2 pp -0.1 pp +5.3 pp +5.3 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 17.3 7.7% 3 -0.1 pp -0.3 pp +7.7 pp +7.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 16.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 15.3 6.0% 3 +0.1 pp +0.6 pp +6.0 pp +6.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 15.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 14.9 12.6% 3 +1.0 pp +1.5 pp +12.6 pp +12.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 14.9 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trust Co of the South CIK 0002008165 0.815 146 14.7 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 14.2 4.5% 3 +0.3 pp +0.5 pp +4.5 pp +4.5 pp
☆Well Done, LLC CIK 0001667132 0.522 202 14.1 2.1% 3 -0.3 pp -0.3 pp +2.1 pp +2.1 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 14.1 6.0% 3 -0.1 pp +0.0 pp +6.0 pp +6.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 13.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 13.6 1.9% 3 +0.2 pp +0.5 pp +1.9 pp +1.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 13.3 8.1% 3 +0.1 pp +0.2 pp +8.1 pp +8.1 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.626 105 13.2 4.8% 3 +0.7 pp +1.5 pp +4.8 pp +4.8 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 12.7 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.6 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 12.4 8.1% 3 +0.7 pp +0.3 pp +8.1 pp +8.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 12.2 3.3% 3 -0.2 pp -0.7 pp +3.3 pp +3.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 11.7 7.2% 3 +0.1 pp +0.0 pp +7.2 pp +7.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 11.1 2.2% 3 -0.1 pp -0.2 pp +2.2 pp +2.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 11.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 10.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 10.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 10.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 10.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 10.6 5.7% 3 +0.2 pp +0.4 pp +5.7 pp +5.7 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 10.5 2.5% 3 -1.5 pp -1.4 pp +2.5 pp +2.5 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 10.4 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 10.4 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 10.4 7.4% 4 -0.4 pp -0.1 pp +0.6 pp +7.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 10.1 2.9% 1 +2.9 pp +2.1 pp +2.9 pp +2.9 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 10.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 9.9 5.1% 3 +0.8 pp +1.2 pp +5.1 pp +5.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 9.6 4.2% 3 -0.2 pp -0.3 pp +4.2 pp +4.2 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 9.5 4.0% 3 +0.1 pp +0.3 pp +4.0 pp +4.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 9.4 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 9.2 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 9.1 2.3% 3 +0.1 pp +0.2 pp +2.3 pp +2.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 8.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 8.4 7.0% 2 +0.4 pp +7.0 pp +7.0 pp +7.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 7.3 4.3% 3 -0.5 pp -0.4 pp +4.3 pp +4.3 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 7.0 1.3% 2 +0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 6.8 2.0% 3 +0.4 pp +1.6 pp +2.0 pp +2.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 6.7 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 6.5 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 6.4 3.7% 3 -0.1 pp +0.5 pp +3.7 pp +3.7 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.2 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 6.2 1.1% 3 -0.2 pp -0.5 pp +1.1 pp +1.1 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 5.9 2.7% 3 +0.0 pp -0.0 pp +2.7 pp +2.7 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 5.9 3.6% 3 +0.2 pp +0.3 pp +3.6 pp +3.6 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 5.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 5.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 5.1 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.1 2.4% 4 -0.2 pp -0.4 pp +0.0 pp +2.4 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 5.1 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 5.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 5.0 1.5% 3 +0.6 pp +0.8 pp +1.5 pp +1.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 5.0 1.2% 4 +0.0 pp +0.1 pp +0.5 pp +1.2 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 4.7 3.1% 3 +0.1 pp +0.2 pp +3.1 pp +3.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 4.6 0.8% 3 -0.6 pp -0.6 pp +0.8 pp +0.8 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 4.6 1.5% 3 +0.2 pp +0.4 pp +1.5 pp +1.5 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 4.6 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 4.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 4.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 4.4 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 4.4 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 4.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 4.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 4.1 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 4.1 2.0% 3 +0.7 pp +0.7 pp +2.0 pp +2.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 4.0 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 3.9 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 3.9 2.3% 3 +0.1 pp +0.3 pp +2.3 pp +2.3 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 3.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 3.8 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 3.7 2.2% 3 +0.3 pp +0.4 pp +2.2 pp +2.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 3.7 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 3.6 1.5% 3 -0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 3.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.5 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 3.5 1.1% 5 +0.0 pp -0.0 pp +0.8 pp +0.9 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 3.5 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 3.4 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 3.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 3.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 3.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 3.3 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 3.2 2.6% 3 +0.7 pp +0.9 pp +2.6 pp +2.6 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 3.2 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 3.0 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 3.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.0 1.9% 3 +0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆NKCFO LLC CIK 0001757282 0.145 92 2.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 2.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 2.9 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.9 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.8 0.4% 5 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
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☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 2.7 2.1% 4 +0.1 pp +0.5 pp +1.0 pp +2.1 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 2.7 1.1% 3 +0.5 pp +0.5 pp +1.1 pp +1.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 2.6 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 2.6 0.4% 1 +0.4 pp -0.0 pp +0.4 pp +0.4 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.5 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROBERTS GLORE & CO INC /IL/ CIK 0001017115 0.322 246 2.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 2.5 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 2.4 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 2.2 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 2.1 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
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☆True Wealth Design, LLC CIK 0001966033 0.694 2655 2.1 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 2.0 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 2.0 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 1.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Mustard Seed Financial, LLC CIK 0002011321 0.467 97 1.8 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.8 0.7% 3 -1.6 pp -1.5 pp +0.7 pp +0.7 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.7 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 1.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 1.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 1.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 1.5 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 1.5 0.3% 3 -0.0 pp -4.1 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.4 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 1.4 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
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☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.3 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
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☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.3 0.7% 4 -0.2 pp -0.3 pp -0.3 pp +0.7 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.3 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
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☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.2 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.2 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 1.2 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.904 45 1.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 1.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 1.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 1.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 1.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.5 pp
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☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 1.0 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆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
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -1.9 pp -1.9 pp +0.0 pp +0.0 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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 -0.1 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -1.6 pp -1.4 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 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
☆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
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -6.6 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.1 pp -0.1 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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.1 pp -0.1 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
☆Tandem Financial, LLC CIK 0002049157 0.466 99 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 -1.1 pp -0.7 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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 (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