Signals

← Signals

☆AVDE

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

Flow ranking

Rank#23798
Score / z-0.618 / -0.81
Consensus190.27 over 346 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-60% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 350.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 299.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 249.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 188.5 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 175.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 173.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 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 166.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 146.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 126.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 125.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 125.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Root LLC CIK 0002027377 0.950 10 112.1 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 100.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 89.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 85.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 79.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 67.7 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 65.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 63.4 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 60.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 60.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.9 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 55.7 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 54.4 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 54.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 53.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 51.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 51.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 48.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 47.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 46.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 44.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 43.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 42.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 40.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 39.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 39.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 38.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 36.8 7.2% 3 +2.8 pp +2.5 pp +7.2 pp +7.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 36.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 32.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 32.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 32.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 31.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 31.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 29.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 29.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 29.7 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 26.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 26.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 24.8 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 24.8 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 24.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 23.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 23.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 23.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 22.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 21.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 21.9 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 21.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 21.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 21.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 20.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 20.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 20.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 20.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 19.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 19.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 19.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 19.6 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 19.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCWM, LLC CIK 0001542165 0.322 57 18.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 17.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 17.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 17.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 17.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 17.0 2.9% 3 +0.2 pp +0.3 pp +2.9 pp +2.9 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 16.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 16.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 16.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 16.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 16.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 16.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 15.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 14.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 14.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 14.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 14.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 13.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 13.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 13.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 13.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 13.0 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 13.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 12.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 12.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 11.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 11.7 2.3% 3 +0.1 pp +0.3 pp +2.3 pp +2.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 11.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 11.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 10.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 10.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 10.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 10.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 10.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 9.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 9.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 9.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 8.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 8.5 7.0% 2 -0.3 pp +7.0 pp +7.0 pp +7.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 8.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 8.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 8.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 7.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 7.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 7.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 7.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 7.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 7.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 7.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 6.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 6.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 6.7 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 6.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 6.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 5.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 5.5 1.4% 2 +1.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 5.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 5.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 5.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 5.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 4.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 4.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 4.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 3.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 3.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 3.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 3.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 3.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.2 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.2 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MOTCO CIK 0001306333 0.349 840 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 2.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 2.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 2.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 2.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 1.9 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆SOL Capital Management CO CIK 0001339270 0.000 0 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 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 0.0 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
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 AVDE). Qtrs Held counts distinct quarters this fund has actually held AVDE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVDE position size. Δ columns are the percentage-point change in AVDE'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