Signals

← Signals

☆AVDE

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

Flow ranking

Rank#409
Score / z0.424 / 0.63
Consensus202.94 over 366 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 388.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 388.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 321.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 289.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 284.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 221.6 17.7% 2 +1.1 pp +17.7 pp +17.7 pp +17.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 213.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 211.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 208.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 185.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 181.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 168.2 3.6% 2 -0.6 pp +3.6 pp +3.6 pp +3.6 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 161.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 132.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Oak Root LLC CIK 0002027377 0.950 10 119.5 13.8% 2 -0.0 pp +13.8 pp +13.8 pp +13.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 107.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 103.7 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 77.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 73.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 68.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 67.9 6.0% 2 +0.3 pp +6.0 pp +6.0 pp +6.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 67.3 10.3% 2 -0.7 pp +10.3 pp +10.3 pp +10.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 67.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 65.0 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 62.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 61.8 10.0% 2 -0.5 pp +10.0 pp +10.0 pp +10.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 58.1 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 57.1 11.2% 2 +0.1 pp +11.2 pp +11.2 pp +11.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 56.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 55.6 1.0% 2 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 54.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 52.7 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 51.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 51.1 6.4% 2 +0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 50.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 48.8 9.0% 4 +1.8 pp +4.6 pp +4.3 pp +9.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 48.6 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 48.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 47.8 6.5% 2 -0.8 pp +6.5 pp +6.5 pp +6.5 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 45.4 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 41.1 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 38.3 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 38.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 37.9 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 37.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 35.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 35.0 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 34.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 33.9 0.7% 3 +0.5 pp +0.6 pp +0.7 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 33.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 32.2 7.2% 2 +0.1 pp +7.2 pp +7.2 pp +7.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 31.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 30.3 6.2% 2 +3.0 pp +6.2 pp +6.2 pp +6.2 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 29.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 29.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 28.6 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 27.0 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 26.9 9.5% 2 -0.1 pp +9.5 pp +9.5 pp +9.5 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 26.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 26.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 25.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 25.6 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 24.8 3.3% 2 +3.0 pp +3.3 pp +3.3 pp +3.3 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 24.5 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 24.4 14.2% 2 +0.1 pp +14.2 pp +14.2 pp +14.2 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 24.3 9.8% 2 -3.9 pp +9.8 pp +9.8 pp +9.8 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 24.0 13.4% 2 -0.2 pp +13.4 pp +13.4 pp +13.4 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 23.9 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 23.6 8.2% 2 -0.1 pp +8.2 pp +8.2 pp +8.2 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 23.5 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 22.8 6.8% 2 +0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 22.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 21.8 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 21.8 7.3% 2 -0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 21.4 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 21.2 6.6% 2 -0.7 pp +6.6 pp +6.6 pp +6.6 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 21.0 4.2% 2 +1.2 pp +4.2 pp +4.2 pp +4.2 pp
☆BCWM, LLC CIK 0001542165 0.322 57 21.0 6.3% 2 +0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 20.9 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 20.5 9.9% 2 -0.2 pp +9.9 pp +9.9 pp +9.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 20.5 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 20.3 8.3% 2 -0.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 19.5 7.4% 2 -0.1 pp +7.4 pp +7.4 pp +7.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 18.8 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 18.6 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 18.6 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 18.4 5.8% 2 -0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 18.4 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 18.4 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 18.3 10.7% 2 +0.5 pp +10.7 pp +10.7 pp +10.7 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 17.9 2.7% 4 -0.2 pp -0.0 pp +0.1 pp +2.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 17.1 5.7% 2 -0.4 pp +5.7 pp +5.7 pp +5.7 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 16.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 16.0 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 16.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 15.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 15.6 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 15.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 14.8 8.3% 2 +0.2 pp +8.3 pp +8.3 pp +8.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 14.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 14.6 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 14.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 14.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 13.5 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 13.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 12.9 2.3% 4 -0.0 pp +0.0 pp +0.3 pp +2.3 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 12.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 12.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 12.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 12.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 12.0 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 11.8 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 11.7 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 11.6 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 11.2 6.2% 2 +0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 11.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 10.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 10.8 4.8% 2 -0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 10.1 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 9.4 7.1% 2 -0.1 pp +7.1 pp +7.1 pp +7.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 9.2 6.8% 3 -0.2 pp -0.5 pp +6.8 pp +6.8 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.2 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 8.9 6.5% 2 +0.4 pp +6.5 pp +6.5 pp +6.5 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 8.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 8.7 5.3% 2 +0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 8.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 8.2 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 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 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 7.8 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 7.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 7.8 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 7.8 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 7.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.5 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 7.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 7.0 3.7% 3 -0.5 pp -0.8 pp +3.7 pp +3.7 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 6.6 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 6.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 6.6 2.6% 2 +0.9 pp +2.6 pp +2.6 pp +2.6 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 6.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 6.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 6.3 1.3% 2 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 6.2 2.1% 2 -0.9 pp +2.1 pp +2.1 pp +2.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 6.1 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.1 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 6.0 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 5.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 5.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.492 54 5.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 5.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 5.1 1.9% 2 +0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 5.1 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 4.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 4.7 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 4.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 4.7 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 4.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 4.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 4.0 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 4.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 4.0 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 3.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 3.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.8 1.0% 3 -0.4 pp +0.9 pp +1.0 pp +1.0 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 3.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 3.8 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 3.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 3.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 3.6 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.6 2.2% 3 -0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 3.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.5 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 3.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 3.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 3.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.4 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 3.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 3.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 3.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 3.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 3.2 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 3.1 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 3.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 3.0 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 3.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 2.9 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 2.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 2.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 2.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 2.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 2.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 2.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 2.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 2.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 2.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 2.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 2.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 2.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 2.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 2.1 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 2.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 2.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.0 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 2.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 2.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 1.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.8 0.5% 2 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.6 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.5 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 1.5 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 1.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.4 0.1% 2 +0.0 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 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.3 0.0% 2 +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 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 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 1.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 0.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 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 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Capital, Inc. CIK 0000819535 0.576 120 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Dimensions Wealth Management, LLC CIK 0002068447 0.823 21 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.4 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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 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
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 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% 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
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 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
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 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
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -16.4 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -5.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 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 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 (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