Signals

← Signals

☆DISV

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

Flow ranking

Rank#838
Score / z0.107 / 0.16
Consensus147.25 over 242 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Focus Partners Wealth CIK 0001542153 0.901 2759 475.3 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 210.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 209.3 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 81.0 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 75.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 44.7 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 42.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 40.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 39.2 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 36.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 35.4 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 31.8 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆GREAT OAK CAPITAL PARTNERS, LLC CIK 0002012868 0.905 45 30.8 8.1% 2 +0.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 30.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 29.9 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Planning Center, Inc. CIK 0001910966 0.907 84 29.0 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 28.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 27.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 25.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 25.3 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 22.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 22.3 5.4% 2 +0.2 pp +5.4 pp +5.4 pp +5.4 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 19.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 19.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 19.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 17.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Rather & Kittrell, Inc. CIK 0001582112 0.845 108 17.8 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Miramar Fiduciary Corp CIK 0001587301 0.846 5 17.4 13.7% 4 -0.0 pp +0.3 pp +1.4 pp +13.7 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 16.9 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 16.4 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 15.9 5.4% 2 -0.3 pp +5.4 pp +5.4 pp +5.4 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 15.8 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 15.6 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 15.6 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 15.3 2.3% 2 -1.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 15.0 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 14.6 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 13.3 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 13.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 13.2 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 13.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 12.7 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 11.6 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 11.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 11.4 3.9% 2 +2.0 pp +3.9 pp +3.9 pp +3.9 pp
☆United Wealth Management, LLC CIK 0002055362 0.894 24 10.8 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 10.5 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 10.5 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 10.5 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 10.4 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hassell Wealth Management, LLC CIK 0001965270 0.820 29 10.3 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 10.0 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 9.8 2.7% 2 -0.5 pp +2.7 pp +2.7 pp +2.7 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 9.4 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 9.1 4.9% 3 +1.1 pp +2.9 pp +4.9 pp +4.9 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 9.0 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆FISCHER INVESTMENT STRATEGIES, LLC CIK 0001977444 0.531 49 8.8 5.3% 2 +2.8 pp +5.3 pp +5.3 pp +5.3 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 8.7 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 8.6 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 8.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 8.4 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 8.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.2 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 8.1 5.2% 2 -0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 8.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 7.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 7.7 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 7.6 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 7.6 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 7.6 5.0% 2 +0.5 pp +5.0 pp +5.0 pp +5.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 7.6 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 7.5 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 6.9 2.4% 2 +0.9 pp +2.4 pp +2.4 pp +2.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 6.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 6.6 4.1% 2 -0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 6.1 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 6.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 5.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 5.8 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 5.7 3.3% 3 +0.3 pp +0.5 pp +3.3 pp +3.3 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 5.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 5.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 5.1 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 4.9 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 4.7 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.7 3.6% 3 -0.1 pp +0.0 pp +3.6 pp +3.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 4.7 3.1% 2 +0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 4.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 4.6 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 4.5 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 4.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 4.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.3 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 4.2 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 4.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 4.1 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 4.0 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 3.9 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 3.9 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 3.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 3.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sterling Wealth Management, Inc. CIK 0002011149 0.671 116 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 3.5 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 3.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 3.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 3.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.2 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grunden Financial Advisory, Inc. CIK 0002010014 0.859 35 3.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 3.1 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 3.0 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 2.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 2.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 2.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 2.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 2.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 2.6 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 2.6 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 2.4 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.3 0.8% 4 -0.1 pp -0.3 pp -0.1 pp +0.8 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 2.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 1.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 1.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 1.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 1.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Matisse Capital CIK 0001668256 0.148 158 1.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 1.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 1.5 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 1.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.3 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.2 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 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 1.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 1.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.0 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shearwater Capital LLC CIK 0001905665 0.738 65 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 0.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Daner Wealth Management, LLC CIK 0001956649 0.607 96 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.6 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆25 LLC CIK 0001968777 0.795 80 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 0.5 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 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARI CAPITAL MANAGEMENT, INC. CIK 0001986389 0.465 188 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.824 21 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.2 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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 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 0.1 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 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
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrinityBridge Ltd CIK 0001718570 0.840 269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 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
☆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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 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 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.1 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
☆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
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 DISV). Qtrs Held counts distinct quarters this fund has actually held DISV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DISV position size. Δ columns are the percentage-point change in DISV'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