Signals

← Signals

☆DGRW

757 in-universe funds with a nonzero position in DGRW within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#150
Score / z1.219 / 1.83
Consensus237.80 over 453 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,401.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,100.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 1,066.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 754.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 633.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 304.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 259.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 225.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 217.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 202.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 150.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 140.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 134.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 124.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 115.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 108.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 105.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 97.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 87.0 7.4% 3 -1.1 pp -1.6 pp +7.4 pp +7.4 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 80.3 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 79.6 2.8% 2 +0.7 pp +2.8 pp +2.8 pp +2.8 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 78.9 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 77.0 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 74.4 10.5% 2 -0.2 pp +10.5 pp +10.5 pp +10.5 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 73.2 5.7% 2 -0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 72.8 10.0% 2 -0.7 pp +10.0 pp +10.0 pp +10.0 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 71.3 16.0% 2 +0.0 pp +16.0 pp +16.0 pp +16.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 69.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 68.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 66.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 64.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 62.3 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 57.1 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 56.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 55.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 55.6 10.7% 4 -0.2 pp -0.0 pp -0.2 pp +10.7 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 54.7 10.3% 2 -0.5 pp +10.3 pp +10.3 pp +10.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 53.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 52.9 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 51.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 50.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 49.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 49.0 15.0% 2 +0.6 pp +15.0 pp +15.0 pp +15.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 48.3 6.7% 2 -0.5 pp +6.7 pp +6.7 pp +6.7 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 47.1 5.9% 3 -0.5 pp -0.4 pp +5.9 pp +5.9 pp
☆TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 46.7 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 45.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 41.8 4.9% 4 +0.1 pp +1.6 pp +3.1 pp +4.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 38.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CONNABLE OFFICE INC CIK 0000914933 0.813 231 38.8 3.6% 2 +1.0 pp +3.6 pp +3.6 pp +3.6 pp
☆BCM ADVISORS, LLC CIK 0001373017 0.760 80 35.7 7.2% 2 -0.1 pp +7.2 pp +7.2 pp +7.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 35.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 35.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 34.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 34.0 15.7% 2 +0.2 pp +15.7 pp +15.7 pp +15.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 33.0 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 32.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 32.5 8.0% 2 -0.3 pp +8.0 pp +8.0 pp +8.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 30.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 30.4 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 30.4 3.6% 2 -0.8 pp +3.6 pp +3.6 pp +3.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 30.3 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 30.2 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 28.8 12.7% 2 +0.4 pp +12.7 pp +12.7 pp +12.7 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 28.6 12.3% 2 -0.2 pp +12.3 pp +12.3 pp +12.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 28.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 27.3 10.2% 3 -0.6 pp -1.2 pp +10.2 pp +10.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 27.0 8.4% 2 -0.3 pp +8.4 pp +8.4 pp +8.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 26.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 26.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 26.3 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 25.8 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 25.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 24.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 23.6 16.3% 2 -0.5 pp +16.3 pp +16.3 pp +16.3 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 23.0 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 22.2 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 21.2 6.2% 2 -1.1 pp +6.2 pp +6.2 pp +6.2 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 20.6 9.2% 2 -0.1 pp +9.2 pp +9.2 pp +9.2 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 20.4 8.2% 2 -2.1 pp +8.2 pp +8.2 pp +8.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 20.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 19.5 10.8% 2 -12.0 pp +10.8 pp +10.8 pp +10.8 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 19.0 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 17.9 8.9% 2 +0.3 pp +8.9 pp +8.9 pp +8.9 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 17.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 17.7 1.4% 4 -0.2 pp -0.5 pp -0.6 pp +1.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 17.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 17.2 14.1% 2 +0.9 pp +14.1 pp +14.1 pp +14.1 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 17.2 6.1% 2 +0.3 pp +6.1 pp +6.1 pp +6.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 16.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 16.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 16.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 16.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 16.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 15.8 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 15.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 15.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 14.9 6.5% 3 +0.2 pp +0.2 pp +6.5 pp +6.5 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 14.5 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 14.2 10.5% 2 -1.0 pp +10.5 pp +10.5 pp +10.5 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 13.7 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Oxinas Partners, LLC CIK 0001759320 0.299 149 12.4 6.7% 2 +0.7 pp +6.7 pp +6.7 pp +6.7 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 12.3 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 12.0 5.4% 2 +0.3 pp +5.4 pp +5.4 pp +5.4 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 11.8 1.6% 2 -0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 11.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 11.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 11.4 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 11.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 11.3 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 11.3 7.0% 2 -0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 10.8 5.2% 2 -0.6 pp +5.2 pp +5.2 pp +5.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 10.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 10.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 10.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 10.4 3.3% 4 -3.4 pp -3.2 pp -2.5 pp +3.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 10.3 6.6% 2 -0.0 pp +6.6 pp +6.6 pp +6.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Darrow Company, Inc. CIK 0001908169 0.520 58 10.2 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 10.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 9.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 9.8 2.4% 2 -1.2 pp +2.4 pp +2.4 pp +2.4 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 9.7 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 9.7 5.6% 3 -0.0 pp +0.0 pp +5.6 pp +5.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 9.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 9.4 7.8% 2 -1.5 pp +7.8 pp +7.8 pp +7.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avant Capital LLC CIK 0001653443 0.368 86 9.2 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 8.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 8.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 8.3 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 8.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 7.8 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 7.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 7.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 7.6 2.4% 4 -0.1 pp +0.7 pp +0.5 pp +2.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gray Private Wealth, LLC CIK 0001928877 0.837 58 7.4 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 7.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 7.0 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 6.9 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 6.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 6.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.5 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 6.4 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 6.3 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 6.1 3.8% 2 +0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 5.9 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 5.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 5.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 5.6 0.8% 2 -1.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Archer Investment Management, LLC CIK 0002052868 0.202 110 5.4 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
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☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 5.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Thomasville National Bank CIK 0001561790 0.599 241 5.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 5.1 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
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☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 5.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 4.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
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☆Aries Wealth Management CIK 0001729515 0.425 242 4.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 4.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 4.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 4.0 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 2 -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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 2 +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% 2 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -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
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -31.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -4.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 DGRW). Qtrs Held counts distinct quarters this fund has actually held DGRW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DGRW position size. Δ columns are the percentage-point change in DGRW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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