Signals

← Signals

☆DFUS

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

Flow ranking

Rank#9
Score / z9.807 / 12.54
Consensus300.83 over 521 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2,880.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 541.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 338.6 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 308.0 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 266.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 243.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 236.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 229.5 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 207.5 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 183.0 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 168.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 160.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 160.2 20.8% 1 +20.8 pp +20.8 pp +20.8 pp +20.8 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 146.0 41.0% 1 +41.0 pp +41.0 pp +41.0 pp +41.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 135.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 133.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 115.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 111.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 102.7 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 98.3 28.2% 1 +28.2 pp +28.2 pp +28.2 pp +28.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 96.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 95.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 94.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 87.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 82.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 81.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 80.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 79.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 74.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 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 73.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colony Family Offices, LLC CIK 0001633573 0.817 61 69.0 17.8% 1 +17.8 pp +17.8 pp +17.8 pp +17.8 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 68.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 67.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 66.1 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 63.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 63.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 61.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 61.1 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 60.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Heritage Wealth Management, Inc./Texas CIK 0001966400 0.866 44 59.1 29.4% 1 +29.4 pp +29.4 pp +29.4 pp +29.4 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 56.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 54.3 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +17.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 53.4 4.8% 2 +0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 51.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 50.3 36.1% 1 +36.1 pp +36.1 pp +36.1 pp +36.1 pp
☆RS CRUM INC. CIK 0001401459 0.764 103 48.4 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 48.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 47.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 46.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 46.6 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 45.5 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 44.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 44.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 43.2 20.6% 1 +20.6 pp +20.6 pp +20.6 pp +20.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 42.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 40.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crown Wealth Group, LLC CIK 0001845698 0.546 150 39.0 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 38.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 38.0 18.8% 1 +18.8 pp +18.8 pp +18.8 pp +18.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 36.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 34.8 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 34.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 34.1 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 33.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 33.5 19.7% 1 +19.7 pp +19.7 pp +19.7 pp +19.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graver Capital Management, LLC CIK 0002056589 0.831 26 33.4 29.5% 1 +29.5 pp +29.5 pp +29.5 pp +29.5 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 33.4 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 32.3 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆AG Asset Advisory, LLC CIK 0001625008 0.799 28 30.2 26.2% 2 -1.6 pp +26.2 pp +26.2 pp +26.2 pp
☆Retirement Solution LLC CIK 0001914606 0.878 75 30.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 30.0 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 29.6 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 29.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 27.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 26.3 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 26.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 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 24.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 23.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sterling Wealth Advisors Inc CIK 0001943937 0.850 20 21.1 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 20.9 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 20.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 20.6 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 19.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 19.3 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 19.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 19.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Summit X, LLC CIK 0001697729 0.000 0 18.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 18.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 18.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 18.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 17.6 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Babb Wealth Advisors LLC CIK 0002047312 0.879 19 17.4 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 16.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 16.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 15.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 15.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 15.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 15.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 15.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 14.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 14.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 14.0 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 13.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Tassel Capital Management, Inc. CIK 0001999208 0.795 45 13.5 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 13.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 12.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 12.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 12.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 12.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 11.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 11.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 11.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 11.4 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 11.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 10.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 10.7 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 10.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 10.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 10.4 2.7% 2 -4.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Envision Financial Planning, LLC CIK 0001964460 0.591 55 10.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 10.2 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 10.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 10.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 10.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 10.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 9.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 9.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 9.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.6 0.0% 1 +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 9.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 8.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 8.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 8.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 7.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 7.6 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 7.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 7.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 7.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 7.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 7.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 7.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 7.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 7.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 7.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 7.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 7.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 7.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 6.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 6.5 5.4% 2 -0.7 pp +5.4 pp +5.4 pp +5.4 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 6.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 6.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 6.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 6.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.0 3.8% 2 -1.1 pp +3.8 pp +3.8 pp +3.8 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 5.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 5.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 5.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 5.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 5.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 5.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 5.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Warburton Capital Management, LLC CIK 0002054795 0.727 74 5.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 5.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 5.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 5.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.7 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 4.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 4.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 4.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 3.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 3.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 3.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 3.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 3.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 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 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Council, LLC CIK 0001883629 0.681 106 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 3.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 3.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 2.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 2.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.3 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 2.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 2.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BCO Wealth Management LLC CIK 0002054749 0.812 45 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 1.9 0.7% 3 +0.4 pp -0.1 pp +0.7 pp +0.7 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.599 155 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +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% 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
☆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
☆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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.1 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 DFUS). Qtrs Held counts distinct quarters this fund has actually held DFUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DFUS position size. Δ columns are the percentage-point change in DFUS'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