Signals

← Signals

☆DFSV

603 in-universe funds with a nonzero position in DFSV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#394
Score / z0.556 / 0.48
Consensus238.41 over 391 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-23% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 661.5 3.2% 4 +0.2 pp +0.9 pp +1.0 pp +3.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 257.0 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 230.1 2.3% 4 +0.1 pp +0.2 pp +0.3 pp +2.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 216.9 6.0% 4 +0.6 pp +0.9 pp +1.1 pp +6.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 157.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 150.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 136.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 135.2 2.3% 4 +0.2 pp +0.2 pp +0.3 pp +2.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 98.0 3.0% 4 +0.9 pp +1.4 pp +1.6 pp +3.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 96.8 1.2% 4 +0.1 pp +0.2 pp +0.3 pp +1.2 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 96.8 4.4% 4 +0.4 pp +0.6 pp +0.7 pp +4.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 96.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 80.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 78.1 1.0% 4 +0.0 pp -0.0 pp +0.3 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 77.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 77.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 73.9 0.7% 4 -0.0 pp +0.2 pp +0.1 pp +0.7 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 73.7 9.0% 4 +0.6 pp +1.2 pp +1.4 pp +9.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.1 0.0% 5 +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 55.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 52.1 0.6% 4 -0.1 pp -0.3 pp -0.6 pp +0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 49.8 0.2% 2 -0.0 pp +0.2 pp -0.1 pp +0.2 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 47.2 5.1% 4 +0.3 pp +0.1 pp +0.4 pp +5.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 47.0 1.0% 4 +0.1 pp +0.0 pp +0.0 pp +1.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 39.1 2.1% 4 +0.3 pp +0.4 pp +0.4 pp +2.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 35.0 3.6% 4 +0.0 pp -0.2 pp -0.0 pp +3.6 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 34.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 34.0 7.1% 4 +0.2 pp +0.3 pp +0.5 pp +7.1 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 31.9 6.6% 4 +0.3 pp +0.4 pp +0.7 pp +6.6 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 31.6 8.9% 4 +0.6 pp +0.9 pp +1.1 pp +8.9 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 31.5 7.8% 4 +0.3 pp +0.5 pp +0.6 pp +7.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 30.8 2.8% 4 -0.1 pp -0.2 pp -0.4 pp +2.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 30.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 30.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 30.3 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 29.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 29.1 6.7% 4 +0.2 pp +2.7 pp +0.2 pp +6.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 28.6 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 26.7 9.0% 4 +0.2 pp +0.7 pp +0.7 pp +9.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 25.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 24.7 0.9% 5 +0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 24.6 0.9% 4 +0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 24.4 2.0% 4 +0.2 pp +0.3 pp +0.5 pp +2.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 24.2 3.7% 4 +0.1 pp +0.1 pp +0.3 pp +3.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 23.0 5.4% 4 +0.7 pp +0.6 pp +0.7 pp +5.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 21.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 21.4 5.9% 4 +0.4 pp +0.5 pp +0.4 pp +5.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 21.3 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 21.0 4.8% 4 +0.3 pp +0.4 pp +0.5 pp +4.8 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 20.4 4.0% 4 +0.4 pp +0.7 pp +1.0 pp +4.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 20.3 0.7% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 19.3 8.1% 4 +0.4 pp +0.4 pp +0.1 pp +8.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 18.3 0.8% 4 -0.2 pp -0.9 pp -1.4 pp +0.8 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 18.1 5.5% 4 +0.2 pp -0.0 pp +0.2 pp +5.5 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 17.6 5.5% 4 -0.3 pp -0.5 pp -4.1 pp +5.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 17.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 17.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 16.8 13.7% 4 +1.1 pp +2.1 pp +2.6 pp +13.7 pp
☆Well Done, LLC CIK 0001667132 0.522 202 16.4 2.4% 4 +0.3 pp +0.0 pp -0.0 pp +2.4 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 16.2 5.7% 4 +1.0 pp +1.6 pp +2.4 pp +5.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 15.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 15.7 2.2% 4 +0.3 pp +0.4 pp +0.7 pp +2.2 pp
☆Trust Co of the South CIK 0002008165 0.815 146 15.6 2.5% 4 +0.1 pp +0.2 pp +0.3 pp +2.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 14.9 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 14.7 6.1% 4 +0.1 pp +0.0 pp +0.1 pp +6.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 14.5 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 14.5 8.3% 4 +0.2 pp +0.3 pp +0.4 pp +8.3 pp
☆SCRATCH CAPITAL LLC CIK 0002055324 0.756 44 14.2 8.1% 4 +0.0 pp +0.7 pp +0.3 pp +8.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 13.6 1.5% 4 +0.0 pp -0.0 pp -0.0 pp +1.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 13.6 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 12.8 7.6% 4 +0.3 pp +0.4 pp +0.4 pp +7.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 12.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 12.2 2.3% 4 +1.5 pp +1.5 pp +1.6 pp +2.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 12.0 2.3% 4 +0.1 pp -0.1 pp -0.1 pp +2.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 11.9 0.9% 4 -0.1 pp -0.0 pp +0.1 pp +0.9 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 11.8 3.1% 4 -0.1 pp -0.3 pp -0.8 pp +3.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 11.8 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 11.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 11.6 8.1% 5 +0.7 pp +0.3 pp +0.6 pp +1.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 11.4 2.4% 4 -0.0 pp -1.5 pp -1.4 pp +2.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 11.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 11.2 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 11.1 5.9% 4 +0.2 pp +0.4 pp +0.5 pp +5.9 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 11.1 2.7% 4 +0.7 pp +1.1 pp +2.3 pp +2.7 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 10.9 2.8% 4 +0.0 pp +0.1 pp +0.1 pp +2.8 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 10.6 3.4% 2 -0.6 pp +3.4 pp +3.4 pp +3.4 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 10.6 5.0% 4 -0.1 pp +0.7 pp +1.1 pp +5.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 10.4 5.4% 4 +1.2 pp +1.0 pp +0.9 pp +5.4 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 10.3 4.3% 4 +0.3 pp +0.4 pp +0.6 pp +4.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 10.2 0.8% 6 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 10.2 3.0% 4 +0.2 pp +0.2 pp +0.3 pp +3.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 10.1 3.0% 2 +0.1 pp +3.0 pp +2.2 pp +3.0 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 9.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 9.8 2.4% 4 +0.2 pp +0.3 pp +0.3 pp +2.4 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 9.5 7.6% 3 +0.6 pp +1.0 pp +7.6 pp +7.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 9.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 8.3 1.5% 3 +0.2 pp +0.8 pp +1.5 pp +1.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 7.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 7.8 4.6% 4 +0.3 pp -0.3 pp -0.1 pp +4.6 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 7.7 0.8% 4 -0.3 pp -0.5 pp -0.8 pp +0.8 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 7.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 7.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 7.3 3.9% 4 +0.3 pp +0.2 pp +0.7 pp +3.9 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 7.1 1.8% 4 +0.2 pp +0.3 pp +0.4 pp +1.8 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 7.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.1 1.6% 4 +0.1 pp +0.0 pp +0.0 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 6.8 1.9% 3 +0.2 pp +0.2 pp +1.9 pp +1.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 6.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 6.5 2.3% 4 +0.1 pp +0.2 pp +0.2 pp +2.3 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 6.5 3.8% 4 +0.2 pp +0.4 pp +0.6 pp +3.8 pp
☆Hippocratic Financial Advisors, LLC CIK 0002055803 0.834 39 6.5 2.8% 4 +0.1 pp +0.2 pp +0.1 pp +2.8 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 6.2 1.3% 4 +0.2 pp +0.3 pp +0.3 pp +1.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 6.2 1.8% 4 +0.3 pp +0.9 pp +1.1 pp +1.8 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 6.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 6.0 1.8% 4 +0.4 pp +0.5 pp +0.8 pp +1.8 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 5.9 0.9% 4 +0.1 pp -0.5 pp -0.5 pp +0.9 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 5.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 5.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 5.6 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 5.4 1.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.4 2.3% 5 -0.1 pp -0.3 pp -0.5 pp -0.1 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 5.4 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 5.1 2.5% 2 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 5.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 5.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 5.0 3.0% 4 +0.4 pp +0.3 pp +0.3 pp +3.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 4.8 1.2% 4 +0.1 pp +0.3 pp +0.4 pp +1.2 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 4.8 2.7% 4 +0.5 pp +0.6 pp +0.8 pp +2.7 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 4.8 1.1% 4 -0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆Cravens & Co Advisors, LLC CIK 0001966116 0.407 67 4.8 3.1% 4 +0.0 pp +0.2 pp +0.2 pp +3.1 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 4.7 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 4.7 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 4.7 3.1% 3 +0.6 pp +0.5 pp +3.1 pp +3.1 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 4.7 1.7% 4 +0.2 pp +0.1 pp +0.3 pp +1.7 pp
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☆V2 Financial group LLC CIK 0002022843 0.490 123 4.5 2.1% 4 +0.1 pp +0.8 pp +0.8 pp +2.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 4.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 4.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 4.3 1.0% 4 +0.1 pp +0.0 pp +0.1 pp +1.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NKCFO LLC CIK 0001757282 0.145 92 4.2 1.2% 3 +0.4 pp +0.4 pp +1.2 pp +1.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.2 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 3.8 0.7% 4 +0.1 pp +0.3 pp +0.3 pp +0.7 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 3.8 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 3.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 3.7 1.5% 4 +0.1 pp -0.0 pp -0.2 pp +1.5 pp
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☆Horizon Investments, LLC CIK 0001560717 0.541 1386 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.416 82 3.6 2.9% 4 +0.4 pp +1.1 pp +1.3 pp +2.9 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 3.5 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 3.4 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 3.4 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 3.4 1.9% 4 +0.0 pp -0.1 pp -0.2 pp +1.9 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 3.4 1.0% 4 +0.1 pp +0.2 pp +0.3 pp +1.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 3.4 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 3.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 3.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 3.2 2.0% 4 +0.1 pp +0.2 pp +0.0 pp +2.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 3.1 0.4% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 3.1 2.0% 4 -0.3 pp -0.0 pp +0.1 pp +2.0 pp
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☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 3.0 1.2% 4 +0.1 pp +0.6 pp +0.6 pp +1.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 3.0 0.6% 4 -0.4 pp -0.5 pp -0.4 pp +0.6 pp
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☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 3.0 1.6% 4 -0.0 pp -0.1 pp -0.1 pp +1.6 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 2.9 2.3% 5 +0.2 pp +0.4 pp +0.7 pp +1.3 pp
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☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 2.9 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.6 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 2.6 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
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☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 2.5 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 2.5 1.5% 3 +0.5 pp +0.4 pp +1.5 pp +1.5 pp
☆Emprise Bank CIK 0002018815 0.570 109 2.5 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
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☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 2.5 1.2% 4 +0.8 pp +0.8 pp +0.9 pp +1.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 2.3 1.3% 3 +0.2 pp +0.6 pp +1.3 pp +1.3 pp
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☆Grant Private Wealth Management Inc CIK 0002056418 0.335 164 2.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
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☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.1 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wedmont Private Capital CIK 0001904274 0.771 949 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.877 143 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 1.9 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 1.8 0.4% 4 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
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☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.7 0.6% 4 +0.1 pp -0.0 pp -0.0 pp +0.6 pp
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☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 1.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 1.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 1.6 0.7% 4 -0.0 pp -1.6 pp -1.5 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.6 0.9% 4 +0.0 pp +0.1 pp +0.0 pp +0.9 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 1.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 1.6 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.6 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.5 0.4% 4 +0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.5 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
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☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.5 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 1.5 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 1.5 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Boston Partners CIK 0001386060 0.833 802 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 1.5 0.8% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 1.4 0.6% 4 +0.1 pp -0.0 pp -0.0 pp +0.6 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 1.4 1.1% 4 +0.2 pp +0.3 pp +0.3 pp +1.1 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 1.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Broadhurst Jeffrey B CIK 0002114882 0.000 23 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 1.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 1.2 1.0% 4 +0.4 pp +0.3 pp +0.2 pp +1.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.2 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.1 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 1.1 0.9% 4 +0.2 pp +0.2 pp +0.4 pp +0.9 pp
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☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.1 0.7% 4 +0.0 pp -0.2 pp -0.1 pp +0.7 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.1 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Shearwater Capital LLC CIK 0001905665 0.738 65 1.1 0.6% 4 +0.2 pp +0.1 pp +0.2 pp +0.6 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.0 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.0 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆BDFS Capital LLC CIK 0002112636 0.430 116 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ponta Wealth Partners, LLC CIK 0002107740 0.102 199 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.9 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.2 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.9 0.3% 4 +0.1 pp +0.1 pp -0.2 pp +0.3 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MSA Advisors, LLC CIK 0001040410 0.744 43 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.9 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
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☆REDW Wealth LLC CIK 0001688931 0.503 104 0.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.8 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.7 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Powerhouse Assets LLC CIK 0001564396 0.627 57 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.6 0.1% 2 -0.3 pp +0.1 pp -0.3 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 0.6 0.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 0.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.6 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.6 0.1% 4 -0.2 pp -0.2 pp -4.3 pp +0.1 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wright Wealth LLC CIK 0002046147 0.601 54 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Friday Financial CIK 0002048792 0.653 108 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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☆25 LLC CIK 0001968777 0.795 80 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.5 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Donalies Financial Planning, LLC CIK 0002111587 0.394 78 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Johnson Wealth Management, LLC CIK 0002110653 0.777 58 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essential Planning, LLC. CIK 0001949824 0.669 87 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.4 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.4 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 0.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.3 0.0% 4 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.552 67 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV CIK 0001036215 0.746 41 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.3 0.1% 4 +0.0 pp -0.2 pp -0.0 pp +0.1 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.2 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TILIA FIDUCIARY PARTNERS, INC. CIK 0001910210 0.213 127 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOM Asset Management Ltd CIK 0002077907 0.225 279 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1015 Capital Partners, LLC CIK 0002133991 0.252 609 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 2 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.1 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankChampaign, National Association CIK 0002135773 0.039 200 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 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% 4 +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
☆Dorato Capital Management CIK 0002095216 0.322 254 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% 4 +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% 4 +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% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 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% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 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
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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 +0.0 pp -2.8 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp -1.6 pp -1.4 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
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp -1.1 pp -0.7 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
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -1.2 pp -1.1 pp -1.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.7 pp -0.6 pp -0.5 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
☆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
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -6.6 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆Granite Harbor Advisors, Inc. CIK 0001967456 0.411 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -4.5 pp -4.2 pp -4.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 +0.0 pp -0.2 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
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 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 +0.0 pp -1.9 pp -1.9 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.450 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 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
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 0.0 0.0% 0 -6.0 pp -5.9 pp -5.4 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 0.0 0.0% 0 -0.0 pp -0.0 pp -0.3 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
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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