Signals

← Signals

☆AVDE

731 in-universe funds with a nonzero position in AVDE within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#137
Score / z1.709 / 1.53
Consensus274.17 over 488 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-40% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 636.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 426.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 424.1 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 417.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 398.1 0.9% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 362.3 0.1% 4 +0.0 pp +0.0 pp +0.0 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 339.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 326.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 289.1 6.1% 2 +3.6 pp +6.1 pp +6.1 pp +6.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 262.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 255.2 18.3% 4 +0.3 pp +0.6 pp +1.7 pp +18.3 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 246.9 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 222.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MASECO LLP CIK 0002074052 0.917 291 166.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 154.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 147.0 5.6% 4 +5.2 pp +5.2 pp +5.3 pp +5.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 141.3 0.9% 4 +0.0 pp +0.0 pp -0.1 pp +0.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 134.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 132.0 2.5% 4 -0.5 pp -1.1 pp -1.7 pp +2.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 128.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Root LLC CIK 0002027377 0.950 10 121.1 14.8% 4 +0.6 pp +0.9 pp +0.9 pp +14.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 120.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 120.0 1.9% 4 +0.1 pp +0.1 pp +0.2 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 114.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 100.7 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 92.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 92.2 13.0% 4 +2.6 pp +2.6 pp +1.9 pp +13.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 86.3 2.9% 3 +0.5 pp +1.0 pp +2.9 pp +2.9 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 85.4 4.0% 2 +1.5 pp +4.0 pp +4.0 pp +4.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 79.3 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 79.1 6.5% 4 +0.0 pp +0.5 pp +0.8 pp +6.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 78.5 1.4% 4 +0.3 pp +0.4 pp +1.4 pp +1.4 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 77.3 2.2% 4 +0.0 pp +0.0 pp -0.1 pp +2.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 73.3 0.6% 4 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 72.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 70.8 9.9% 1 +9.9 pp -0.1 pp -0.6 pp +9.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 69.7 1.2% 5 +0.3 pp +0.5 pp +1.0 pp +1.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 69.0 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 68.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 67.7 12.6% 6 +0.8 pp +3.7 pp +5.5 pp +8.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 67.5 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 65.1 3.7% 4 +0.1 pp +0.3 pp +0.3 pp +3.7 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 63.5 12.1% 4 +0.4 pp +0.9 pp +1.0 pp +12.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 61.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 61.1 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 60.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 57.8 1.4% 2 -0.0 pp +1.4 pp -0.2 pp +1.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 57.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 57.0 11.2% 3 +4.8 pp +4.6 pp +11.2 pp +11.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 55.0 3.1% 4 +0.1 pp +0.9 pp +0.6 pp +3.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 52.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 52.4 4.1% 4 +0.0 pp +0.1 pp +0.3 pp +4.1 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 52.0 6.3% 4 +0.2 pp -0.0 pp +0.0 pp +6.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 50.5 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 50.4 3.0% 4 +0.2 pp +0.4 pp +0.5 pp +3.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 49.6 4.9% 4 -1.3 pp -1.6 pp -2.4 pp +4.9 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 46.2 8.1% 4 +0.5 pp +1.8 pp +4.9 pp +8.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 46.1 0.7% 3 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 41.6 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 39.9 7.2% 2 +1.3 pp +7.2 pp +7.2 pp +7.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 38.8 4.3% 4 +0.0 pp +0.1 pp +0.0 pp +4.3 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 38.7 7.5% 4 +3.4 pp +3.6 pp +3.7 pp +7.5 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 38.4 1.3% 4 +0.1 pp +0.2 pp +0.3 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 37.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 36.5 3.8% 4 +0.5 pp +1.0 pp +1.4 pp +3.8 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 35.8 4.1% 4 +0.2 pp -0.1 pp -0.3 pp +4.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 33.8 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 33.8 7.6% 4 +0.1 pp +0.3 pp +0.4 pp +7.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 33.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 32.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 31.6 0.3% 4 +0.0 pp +0.2 pp +0.1 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 31.1 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 30.8 2.9% 3 +0.1 pp +0.4 pp +2.9 pp +2.9 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 30.1 4.3% 4 +0.5 pp +3.4 pp +3.4 pp +4.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 29.9 1.7% 4 -0.0 pp +0.7 pp +0.7 pp +1.7 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 29.7 3.7% 4 +0.2 pp +0.4 pp +3.4 pp +3.7 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 29.7 0.7% 4 +0.2 pp -0.5 pp -0.3 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 29.1 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 29.0 0.9% 4 -0.0 pp -0.1 pp -0.4 pp +0.9 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 28.9 9.1% 4 -0.3 pp -0.4 pp -0.5 pp +9.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 28.8 0.8% 4 +0.0 pp -0.8 pp -0.7 pp +0.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 28.1 4.2% 4 +0.0 pp -0.2 pp -0.3 pp +4.2 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 27.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 27.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 27.3 2.2% 4 -0.0 pp +0.2 pp +0.1 pp +2.2 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 26.8 3.9% 4 +0.5 pp +0.6 pp +0.7 pp +3.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 26.5 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 26.5 11.3% 4 +1.2 pp +1.4 pp -2.4 pp +11.3 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 26.1 3.2% 4 +0.6 pp +0.8 pp +0.5 pp +3.2 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 25.9 13.3% 4 +0.1 pp -0.2 pp -0.3 pp +13.3 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 25.7 7.0% 4 +0.3 pp +0.4 pp -0.3 pp +7.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 25.5 3.4% 2 +0.8 pp +3.4 pp +3.4 pp +3.4 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 25.3 8.5% 4 -0.3 pp +0.3 pp +0.2 pp +8.5 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 25.1 14.5% 4 +1.9 pp +3.8 pp +4.3 pp +14.5 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 25.1 13.8% 4 -0.4 pp -0.4 pp -0.3 pp +13.8 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 25.1 4.1% 4 +0.1 pp +0.6 pp +0.7 pp +4.1 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 24.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 24.7 1.9% 4 +0.0 pp +0.0 pp -0.1 pp +1.9 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 24.5 2.3% 3 -1.2 pp +0.3 pp +2.3 pp +2.3 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 24.2 6.9% 4 -0.2 pp -0.4 pp -0.6 pp +6.9 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 24.1 6.4% 4 -0.3 pp -0.4 pp -0.3 pp +6.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 23.4 1.0% 4 +0.0 pp +0.1 pp +0.7 pp +1.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 22.9 2.5% 4 +0.1 pp +0.1 pp +0.3 pp +2.5 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 22.8 10.7% 4 +0.6 pp +0.8 pp +0.7 pp +10.7 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 22.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 22.3 4.3% 4 +0.3 pp +0.1 pp +1.3 pp +4.3 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 22.3 6.2% 3 +1.1 pp +5.5 pp +6.2 pp +6.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 22.2 2.9% 4 -0.0 pp -0.1 pp -0.3 pp +2.9 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 22.0 7.8% 4 +0.3 pp +0.4 pp +0.3 pp +7.8 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 21.7 5.8% 4 +0.1 pp +0.3 pp +0.5 pp +5.8 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 21.7 2.4% 4 +0.4 pp +0.5 pp +0.5 pp +2.4 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 21.7 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 21.2 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆BCWM, LLC CIK 0001542165 0.322 57 21.1 6.0% 4 -0.7 pp -0.3 pp +0.0 pp +6.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 21.1 3.6% 4 +0.7 pp +1.0 pp +1.2 pp +3.6 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 21.0 8.0% 4 -0.1 pp -0.2 pp -0.5 pp +8.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 20.7 5.5% 4 +0.2 pp +0.2 pp +0.1 pp +5.5 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 20.5 7.2% 3 +2.3 pp +2.4 pp +7.2 pp +7.2 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 19.9 5.6% 4 -0.2 pp -0.2 pp -0.4 pp +5.6 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 19.8 2.1% 4 -0.2 pp -0.2 pp +0.0 pp +2.1 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 19.6 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 19.0 2.6% 6 -0.0 pp -0.1 pp -0.4 pp -0.1 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 18.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 18.3 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 17.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 17.8 0.7% 4 -0.2 pp -0.3 pp -0.6 pp +0.7 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 17.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 16.7 6.9% 4 -0.4 pp +1.2 pp +0.9 pp +6.9 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 16.3 8.4% 4 +0.0 pp +0.1 pp +0.3 pp +8.4 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 16.2 4.6% 4 -0.1 pp -0.2 pp -0.2 pp +4.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 15.8 4.7% 4 -0.1 pp -0.0 pp +0.2 pp +4.7 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 15.6 6.5% 4 +0.9 pp +1.2 pp +1.4 pp +6.5 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 15.4 2.0% 4 +0.7 pp +1.2 pp +1.6 pp +2.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 15.3 1.4% 4 +0.0 pp +0.1 pp -0.0 pp +1.4 pp
☆Indivisible Partners CIK 0002098400 0.368 637 15.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 15.2 7.2% 4 +0.8 pp +1.0 pp +1.2 pp +7.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 15.1 2.6% 4 +0.4 pp +0.4 pp +0.6 pp +2.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 15.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 15.0 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 14.6 5.2% 4 +0.2 pp +0.6 pp +0.6 pp +5.2 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 14.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 14.3 2.2% 6 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 14.2 4.9% 4 -0.1 pp -0.7 pp -0.9 pp +4.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.2 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 14.0 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 13.8 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 13.6 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 13.3 4.7% 4 +0.1 pp -0.1 pp -0.6 pp +4.7 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 12.9 2.3% 4 +0.9 pp +1.0 pp +2.1 pp +2.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 12.5 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 12.5 2.1% 4 -0.0 pp +0.1 pp +0.1 pp +2.1 pp
☆Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 12.2 11.1% 3 +4.6 pp +7.6 pp +11.1 pp +11.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 12.0 2.9% 4 +0.4 pp +0.6 pp +1.0 pp +2.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 11.8 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 11.6 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 11.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 11.2 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 11.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 11.0 7.3% 4 +0.3 pp +0.8 pp +1.2 pp +7.3 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 10.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 10.6 1.9% 4 -0.7 pp -0.4 pp -0.1 pp +1.9 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 10.4 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 10.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 9.8 7.4% 4 +0.2 pp +0.3 pp +0.2 pp +7.4 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 9.7 2.6% 4 +0.2 pp +0.3 pp +0.6 pp +2.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 9.5 6.1% 2 +0.3 pp +6.1 pp +6.1 pp +6.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 9.4 1.8% 4 +0.1 pp +0.0 pp -0.0 pp +1.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 9.4 2.6% 4 -0.5 pp -1.9 pp -2.0 pp +2.6 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 9.4 3.0% 4 +0.0 pp +0.4 pp +1.2 pp +3.0 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 9.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 9.3 3.0% 2 +0.9 pp +3.0 pp +3.0 pp +3.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 9.2 4.3% 4 -0.2 pp +0.0 pp +0.0 pp +4.3 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 9.2 3.8% 4 +0.3 pp +0.4 pp +0.4 pp +3.8 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 9.1 2.2% 2 +2.0 pp +2.2 pp +2.2 pp +2.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 9.0 1.8% 4 +0.0 pp +0.1 pp +0.0 pp +1.8 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 9.0 2.9% 4 +0.1 pp +0.0 pp -0.1 pp +2.9 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 9.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 8.7 2.2% 3 +0.8 pp +0.8 pp +2.2 pp +2.2 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 8.7 5.8% 3 +1.8 pp +1.8 pp +5.8 pp +5.8 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 8.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 8.1 1.3% 2 -0.1 pp +1.3 pp -0.1 pp +1.3 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 8.0 3.2% 4 +1.0 pp +1.2 pp +1.8 pp +3.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 7.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆ShankerValleau Wealth Advisors, Inc. CIK 0001903273 0.880 40 7.6 2.1% 4 +0.1 pp +0.3 pp +0.2 pp +2.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 7.6 5.6% 5 -1.8 pp -1.2 pp -1.4 pp -1.7 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 7.5 3.2% 5 -0.1 pp -0.5 pp -1.0 pp -1.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 7.4 3.3% 2 +2.8 pp +3.3 pp +3.3 pp +3.3 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 7.4 4.3% 4 +0.4 pp -0.3 pp -0.3 pp +4.3 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 7.3 2.4% 4 +0.4 pp +0.3 pp -0.6 pp +2.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.3 0.0% 4 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 7.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 7.0 2.4% 4 +0.9 pp +1.0 pp +1.0 pp +2.4 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 7.0 1.9% 4 +0.1 pp +0.2 pp +0.3 pp +1.9 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 6.9 3.7% 3 +1.0 pp +2.8 pp +3.7 pp +3.7 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 6.9 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 6.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 6.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 6.7 5.3% 3 +0.3 pp +0.4 pp +5.3 pp +5.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.7 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 6.7 4.7% 4 +0.9 pp +1.4 pp +1.5 pp +4.7 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 6.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 6.6 2.8% 4 +0.0 pp +0.2 pp +0.2 pp +2.8 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 6.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 6.5 2.7% 4 +0.4 pp +0.5 pp +0.4 pp +2.7 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 6.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 6.4 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.4 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 6.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 6.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 6.2 2.3% 4 +0.1 pp +0.2 pp +0.3 pp +2.3 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.2 2.8% 4 +0.1 pp +0.1 pp -0.3 pp +2.8 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 6.1 0.5% 4 +0.0 pp +0.3 pp +0.3 pp +0.5 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 6.0 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 5.9 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 5.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 5.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 5.5 1.5% 4 +0.5 pp +0.5 pp +0.5 pp +1.5 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 5.5 0.7% 4 +0.2 pp +0.3 pp +0.4 pp +0.7 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 5.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Altar Rock LLC CIK 2156071 0.071 77 5.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 5.3 4.6% 3 +0.1 pp +0.4 pp +4.6 pp +4.6 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 5.1 1.4% 4 -0.0 pp -0.1 pp -0.3 pp +1.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 5.0 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 5.0 1.3% 4 +0.2 pp +0.4 pp +0.5 pp +1.3 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 5.0 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 4.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 4.9 2.0% 4 -0.0 pp -0.1 pp -0.1 pp +2.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 4.9 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 4.9 0.8% 4 +0.2 pp +0.5 pp +0.6 pp +0.8 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 4.7 0.4% 4 -0.1 pp -0.2 pp +0.1 pp +0.4 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 4.7 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 4.6 1.2% 4 +0.0 pp +0.2 pp +0.5 pp +1.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 4.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 4.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 4.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 4.5 2.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 4.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 4.4 0.3% 4 -0.0 pp -0.2 pp -0.3 pp +0.3 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 4.4 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 4.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 4.3 2.9% 4 +0.4 pp +0.8 pp +1.1 pp +2.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 4.3 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 4.2 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 4.2 0.9% 4 +0.0 pp +0.1 pp +0.0 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 4.2 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Merited Wealth, LLC CIK 0002123943 0.101 73 4.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 4.0 1.9% 4 +0.1 pp +0.1 pp -0.2 pp +1.9 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 4.0 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 3.9 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 3.9 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 3.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.7 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 3.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 3.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 3.7 1.5% 4 -0.6 pp -0.7 pp -0.8 pp +1.5 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.7 1.3% 6 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 3.6 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆MOTCO CIK 0001306333 0.349 840 3.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 3.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 3.6 1.4% 4 +0.4 pp +0.7 pp +1.1 pp +1.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.5 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.5 1.4% 4 -0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 3.3 3.1% 4 +0.2 pp +0.2 pp +0.2 pp +3.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.2 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 3.2 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 3.2 1.0% 4 +0.3 pp +0.5 pp +0.0 pp +1.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 3.2 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.2 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.1 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 3.1 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 3.1 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 3.0 0.6% 5 -0.7 pp -0.4 pp -0.8 pp +0.5 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 3.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 3.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.0 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 2.8 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
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☆Level Financial Advisors CIK 0001871734 0.644 95 2.7 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.7 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
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☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 2.5 0.8% 4 -0.1 pp -0.0 pp -0.0 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 2.5 0.3% 4 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
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☆Payne Capital LLC CIK 0002094426 0.375 59 2.4 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 2.2 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
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☆Element Wealth, LLC CIK 0001802743 0.267 212 0.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆RMR Wealth Builders CIK 0001803848 0.732 316 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atala Financial Inc CIK 0002053756 0.240 121 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 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% 4 +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% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 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% 4 +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% 4 +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% 4 +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% 4 -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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 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% 4 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 4 +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% 2 +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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -16.4 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 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
☆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
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.6 pp -0.5 pp -0.3 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 -0.0 pp -0.1 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
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.4 pp -0.1 pp -0.1 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -2.4 pp -2.2 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
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.1 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 +0.0 pp -0.1 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 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
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp -0.2 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -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% 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
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.6 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 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 +0.0 pp +0.0 pp -5.2 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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