Signals

← Signals

☆AVDV

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

Flow ranking

Rank#941
Score / z0.098 / 0.11
Consensus177.50 over 326 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Creative Planning CIK 0001540235 0.979 4196 1,457.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 870.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 613.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 301.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 281.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 197.6 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 194.7 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 172.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 143.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 131.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 128.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 104.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 100.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 93.2 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 83.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 74.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 68.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 53.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 52.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 52.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 47.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 47.4 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 46.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 46.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 45.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 43.9 7.6% 3 -0.2 pp +0.2 pp +7.6 pp +7.6 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 42.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 41.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 38.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 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 36.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 35.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 34.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 33.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 33.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 32.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 32.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 30.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 27.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 27.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 26.2 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 25.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 24.0 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 24.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 24.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 23.4 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 23.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 21.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 21.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 20.9 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 20.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 20.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 20.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 19.5 8.6% 2 +0.5 pp +8.6 pp +8.6 pp +8.6 pp
☆Emprise Bank CIK 0002018815 0.570 109 19.5 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 18.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 18.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 17.9 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 17.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 16.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 16.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 15.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 14.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 14.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 14.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 14.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 13.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 13.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 13.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 13.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 12.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 12.6 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 12.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 12.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 12.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 11.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 11.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 11.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 11.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 11.2 4.0% 3 +0.1 pp +0.4 pp +4.0 pp +4.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 11.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 11.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 10.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 10.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 10.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 10.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 9.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 9.8 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 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 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 9.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 9.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 9.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 8.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 8.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 8.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 8.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 8.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 8.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 8.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 8.0 3.7% 3 +0.1 pp +0.5 pp +3.7 pp +3.7 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 7.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 7.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 7.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 7.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 7.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 7.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 6.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Friday Financial CIK 0002048792 0.653 108 6.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 6.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 6.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 6.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 6.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 6.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 6.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 6.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 6.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 6.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 5.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 5.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 5.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 5.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 5.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 5.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 5.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COWA, LLC CIK 0001844480 0.512 181 5.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 5.2 2.9% 3 -0.0 pp +0.4 pp +2.9 pp +2.9 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 5.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 5.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 5.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 5.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 4.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 4.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 4.6 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 4.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 4.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 4.3 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 4.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 4.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 4.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 4.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 3.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 3.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 3.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 3.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 3.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.4 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 1.7 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.474 57 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.9 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.467 48 0.4 0.3% 3 -0.3 pp -0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.584 57 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Empirical Finance, LLC CIK 0001572838 0.574 505 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 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% 1 +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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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% 1 +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
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.1 pp -0.1 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 AVDV). Qtrs Held counts distinct quarters this fund has actually held AVDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVDV position size. Δ columns are the percentage-point change in AVDV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status