Signals

← Signals

☆AVDE

614 in-universe funds with a nonzero position in AVDE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#464
Score / z0.374 / 0.52
Consensus234.36 over 418 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+24% / 2.1d ⚡

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 ▾
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 506.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 429.5 0.6% 4 -0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 361.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 360.2 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 342.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 268.9 0.1% 3 +0.0 pp +0.0 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 248.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 241.6 18.0% 3 +0.3 pp +1.4 pp +18.0 pp +18.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 240.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 239.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 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 229.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 192.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 155.4 3.0% 3 -0.6 pp -1.2 pp +3.0 pp +3.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 139.9 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 137.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 119.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Oak Root LLC CIK 0002027377 0.950 10 117.5 14.2% 3 +0.4 pp +0.3 pp +14.2 pp +14.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 113.9 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 112.1 1.8% 3 +0.0 pp +0.2 pp +1.8 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 87.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 82.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 81.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 77.7 6.5% 3 +0.5 pp +0.7 pp +6.5 pp +6.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 76.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 74.0 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 71.3 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 68.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 67.3 10.3% 3 -0.0 pp -0.7 pp +10.3 pp +10.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 64.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 63.0 11.9% 5 +2.9 pp +4.7 pp +7.5 pp +7.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 62.3 1.1% 3 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 62.3 3.5% 3 +0.1 pp +0.2 pp +3.5 pp +3.5 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 61.3 11.8% 3 +0.6 pp +0.7 pp +11.8 pp +11.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 56.2 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 54.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 54.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 53.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 53.1 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 52.8 1.4% 1 +1.4 pp -0.1 pp +1.4 pp +1.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 52.1 4.1% 3 +0.1 pp +0.3 pp +4.1 pp +4.1 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 51.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 51.7 0.9% 4 +0.3 pp +0.7 pp +0.8 pp +0.9 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 51.4 6.2% 3 -0.2 pp -0.1 pp +6.2 pp +6.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 51.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 50.7 3.0% 3 +0.8 pp +0.5 pp +3.0 pp +3.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 49.3 6.2% 3 -0.3 pp -1.1 pp +6.2 pp +6.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 46.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 44.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 43.8 2.8% 3 +0.2 pp +0.3 pp +2.8 pp +2.8 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 42.4 7.6% 3 +1.4 pp +4.4 pp +7.6 pp +7.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 41.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 39.3 5.8% 3 -0.0 pp -0.2 pp +5.8 pp +5.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 38.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 38.5 4.3% 3 +0.0 pp +0.0 pp +4.3 pp +4.3 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 37.6 3.9% 3 -0.3 pp -0.5 pp +3.9 pp +3.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 37.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 35.6 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 33.7 7.5% 3 +0.3 pp +0.3 pp +7.5 pp +7.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 33.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 33.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 33.1 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 31.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 30.6 6.3% 2 -0.2 pp +6.3 pp +6.3 pp +6.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 29.6 1.8% 3 +0.8 pp +0.7 pp +1.8 pp +1.8 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 29.6 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 29.4 3.4% 3 +0.6 pp +0.9 pp +3.4 pp +3.4 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 28.1 9.3% 3 -0.1 pp -0.3 pp +9.3 pp +9.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 28.0 1.0% 3 -0.1 pp -0.4 pp +1.0 pp +1.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 27.9 0.8% 3 -0.8 pp -0.7 pp +0.8 pp +0.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 27.3 4.2% 3 -0.2 pp -0.3 pp +4.2 pp +4.2 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 26.9 3.8% 3 +2.9 pp +3.0 pp +3.8 pp +3.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 26.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 26.7 2.2% 3 +0.2 pp +0.1 pp +2.2 pp +2.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 26.5 3.5% 3 +0.1 pp +3.1 pp +3.5 pp +3.5 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 25.6 10.1% 3 +0.3 pp -3.6 pp +10.1 pp +10.1 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 25.5 3.4% 3 +0.1 pp +0.3 pp +3.4 pp +3.4 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 24.9 1.9% 3 -0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 24.8 6.6% 3 -0.2 pp -0.1 pp +6.6 pp +6.6 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 24.7 13.1% 3 -0.3 pp -0.4 pp +13.1 pp +13.1 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 24.7 14.2% 3 +0.0 pp +0.1 pp +14.2 pp +14.2 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 24.7 4.0% 3 +0.5 pp +0.6 pp +4.0 pp +4.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 24.6 8.8% 3 +0.6 pp +0.4 pp +8.8 pp +8.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 23.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 23.2 7.1% 3 -0.2 pp -0.4 pp +7.1 pp +7.1 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 23.2 3.6% 2 +1.5 pp +3.6 pp +3.6 pp +3.6 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 22.9 2.7% 3 +0.3 pp -0.0 pp +2.7 pp +2.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 22.9 0.3% 3 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 22.7 1.0% 3 +0.1 pp +0.7 pp +1.0 pp +1.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 22.5 6.7% 3 +0.1 pp -0.6 pp +6.7 pp +6.7 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 22.4 10.2% 3 +0.2 pp +0.1 pp +10.2 pp +10.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 22.3 2.4% 3 +0.0 pp +0.2 pp +2.4 pp +2.4 pp
☆BCWM, LLC CIK 0001542165 0.322 57 22.2 6.6% 3 +0.4 pp +0.7 pp +6.6 pp +6.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 21.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 21.6 4.1% 3 -0.2 pp +1.1 pp +4.1 pp +4.1 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 21.6 12.6% 3 +2.0 pp +2.4 pp +12.6 pp +12.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 21.2 2.9% 3 -0.0 pp -0.3 pp +2.9 pp +2.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 21.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 20.9 0.5% 3 -0.7 pp -0.5 pp +0.5 pp +0.5 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 20.8 7.6% 3 +0.2 pp +0.1 pp +7.6 pp +7.6 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 20.7 8.1% 3 -0.2 pp -0.4 pp +8.1 pp +8.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 20.1 4.1% 3 +0.2 pp +0.3 pp +4.1 pp +4.1 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 19.7 2.3% 3 -0.0 pp +0.2 pp +2.3 pp +2.3 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 19.6 5.7% 3 +0.2 pp +0.4 pp +5.7 pp +5.7 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 19.1 5.3% 3 +0.0 pp -0.1 pp +5.3 pp +5.3 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 18.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 18.6 2.6% 5 -0.1 pp -0.3 pp -0.1 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 18.0 5.1% 2 +4.4 pp +5.1 pp +5.1 pp +5.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 17.7 7.3% 3 +1.6 pp +1.2 pp +7.3 pp +7.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 17.4 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 17.1 2.9% 3 +0.3 pp +0.5 pp +2.9 pp +2.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 16.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 16.5 4.8% 3 -0.0 pp -0.1 pp +4.8 pp +4.8 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 16.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 16.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 15.7 8.4% 3 +0.1 pp +0.3 pp +8.4 pp +8.4 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 15.3 4.8% 3 +0.0 pp +0.2 pp +4.8 pp +4.8 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 15.3 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 15.2 1.4% 3 +0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 14.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 14.3 5.1% 3 +0.4 pp +0.4 pp +5.1 pp +5.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 14.1 5.0% 3 -0.6 pp -0.7 pp +5.0 pp +5.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 13.9 2.1% 5 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 13.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 13.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 12.7 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 12.7 2.2% 3 +0.0 pp +0.2 pp +2.2 pp +2.2 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 12.7 6.4% 3 +0.3 pp +0.4 pp +6.4 pp +6.4 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 12.6 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 12.2 2.1% 3 +0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 12.1 5.7% 3 +0.3 pp +0.5 pp +5.7 pp +5.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 11.7 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 11.7 3.1% 3 -1.4 pp -1.5 pp +3.1 pp +3.1 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 11.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 11.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 11.3 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 11.3 4.6% 3 -0.2 pp -0.7 pp +4.6 pp +4.6 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 11.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 10.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 10.3 2.5% 3 +0.2 pp +0.6 pp +2.5 pp +2.5 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 10.2 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 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 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 10.0 7.0% 3 +0.5 pp +0.8 pp +7.0 pp +7.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 9.9 1.2% 3 +0.4 pp +0.9 pp +1.2 pp +1.2 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 9.8 7.1% 3 +0.1 pp -0.0 pp +7.1 pp +7.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 9.8 7.4% 4 +0.6 pp +0.4 pp +0.1 pp +7.4 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 9.6 2.6% 3 +0.3 pp +0.6 pp +2.6 pp +2.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 9.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 9.0 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 9.0 2.4% 3 +0.1 pp +0.4 pp +2.4 pp +2.4 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 9.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 8.9 4.4% 3 +0.2 pp +0.2 pp +4.4 pp +4.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 8.7 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 8.6 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 8.5 1.4% 1 +1.4 pp -0.1 pp +1.4 pp +1.4 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 8.5 2.9% 3 +0.3 pp +1.2 pp +2.9 pp +2.9 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 8.2 3.5% 3 +0.1 pp +0.0 pp +3.5 pp +3.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.9 0.9% 3 -0.1 pp -0.4 pp +0.9 pp +0.9 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 7.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 7.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 7.6 2.1% 3 +0.2 pp +0.1 pp +2.1 pp +2.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 7.5 1.4% 3 +0.1 pp +1.3 pp +1.4 pp +1.4 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 7.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 7.1 3.4% 4 -0.4 pp -0.8 pp -1.2 pp +3.4 pp
☆Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 6.9 6.4% 2 +3.0 pp +6.4 pp +6.4 pp +6.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 6.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.6 2.7% 3 +0.0 pp -0.3 pp +2.7 pp +2.7 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 6.6 4.0% 2 +0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 6.6 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 6.3 4.0% 3 -0.7 pp -0.6 pp +4.0 pp +4.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 6.2 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 6.2 1.3% 4 +0.3 pp -0.1 pp +1.2 pp +1.3 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 6.1 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 6.1 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 5.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 5.9 2.3% 3 +0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 5.8 3.9% 3 +0.5 pp +0.6 pp +3.9 pp +3.9 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 5.8 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 5.7 2.2% 3 +0.2 pp +0.8 pp +2.2 pp +2.2 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 5.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
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☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 5.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 5.1 4.4% 2 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 5.0 2.8% 2 +1.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 4.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆Mariner, LLC CIK 0001373442 0.925 3517 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 4.5 1.1% 3 +0.1 pp +0.5 pp +1.1 pp +1.1 pp
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☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 4.2 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 3.8 3.3% 3 +0.8 pp +1.1 pp +3.3 pp +3.3 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 3.8 2.6% 3 +0.4 pp +0.7 pp +2.6 pp +2.6 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 3.7 1.8% 3 -0.1 pp -0.3 pp +1.8 pp +1.8 pp
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☆Falcon Wealth Planning CIK 0001839850 0.779 244 3.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
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☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.6 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 3.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MCF Advisors LLC CIK 0001602905 0.682 1403 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.3 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
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☆Meredith Wealth Planning CIK 0001956471 0.812 74 3.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
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☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.1 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 3.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 3.1 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 3.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 3.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Prospect Financial Group LLC CIK 0002021762 0.441 70 3.0 2.8% 3 -0.0 pp -0.0 pp +2.8 pp +2.8 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 3.0 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 2.7 0.8% 3 -0.3 pp -0.8 pp +0.8 pp +0.8 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.7 1.5% 4 +0.3 pp +0.2 pp +0.1 pp +1.5 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
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☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.2 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.2 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 3 -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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 0.2 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 +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% 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% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 2 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +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% 3 -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% 3 +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
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +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% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 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
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 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 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.3 pp -0.5 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -5.2 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 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 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 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
☆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
☆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
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 -0.1 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
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 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
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -10.0 pp -10.5 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 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
☆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
☆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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.0 0.0% 0 -0.1 pp -0.1 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -1.1 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
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -2.4 pp -2.2 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
☆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
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.2 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp -16.4 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.4 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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