Signals

← Signals

☆AVDV

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

Flow ranking

Rank#22654
Score / z-0.328 / -0.48
Consensus213.41 over 378 funds
Momentumno 12m return

Price & positioning

227 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)
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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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2,907.5 1.8% 3 +0.6 pp +1.3 pp +1.8 pp +1.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 2,123.0 1.5% 3 +0.1 pp +0.3 pp +1.5 pp +1.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1,075.0 6.1% 3 +0.7 pp +0.7 pp +6.1 pp +6.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 387.0 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 367.0 4.5% 3 +0.4 pp +0.5 pp +4.5 pp +4.5 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 245.3 13.0% 3 +0.2 pp +1.3 pp +13.0 pp +13.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 227.0 10.8% 3 +0.1 pp +0.2 pp +10.8 pp +10.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 214.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 195.4 2.3% 3 +0.2 pp +0.5 pp +2.3 pp +2.3 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 154.1 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 134.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 125.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 119.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 97.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 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 88.1 0.0% 3 +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 81.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 77.9 6.8% 3 +1.0 pp -3.6 pp +6.8 pp +6.8 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 65.8 3.6% 3 -0.0 pp -0.0 pp +3.6 pp +3.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 59.8 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 57.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 55.8 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 54.9 12.7% 3 -0.6 pp -0.2 pp +12.7 pp +12.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 54.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 53.9 0.4% 1 +0.4 pp -0.2 pp +0.4 pp +0.4 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 53.3 7.5% 5 -0.0 pp -0.1 pp -0.3 pp +0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 51.9 5.9% 3 +0.1 pp +0.2 pp +5.9 pp +5.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 51.4 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 50.2 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 47.8 5.7% 3 +0.1 pp +0.3 pp +5.7 pp +5.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 44.2 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 43.7 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 42.6 7.2% 3 +0.1 pp +0.2 pp +7.2 pp +7.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 41.1 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 39.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 37.9 4.3% 3 +0.3 pp +0.6 pp +4.3 pp +4.3 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 37.8 1.8% 2 +0.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 37.5 4.2% 3 -0.0 pp +0.1 pp +4.2 pp +4.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 36.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 32.1 3.5% 3 +0.1 pp +0.2 pp +3.5 pp +3.5 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 31.5 6.6% 3 +0.1 pp +0.3 pp +6.6 pp +6.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 31.4 0.7% 3 -0.4 pp -0.5 pp +0.7 pp +0.7 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 31.4 1.9% 3 +1.0 pp +1.1 pp +1.9 pp +1.9 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 30.8 4.6% 3 +0.1 pp +0.3 pp +4.6 pp +4.6 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 30.3 9.0% 3 -0.3 pp -0.5 pp +9.0 pp +9.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 29.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 29.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 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 28.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 28.3 4.2% 3 -0.1 pp +0.0 pp +4.2 pp +4.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 28.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 26.0 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 25.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 25.2 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Emprise Bank CIK 0002018815 0.570 109 25.1 10.4% 3 +0.4 pp +1.1 pp +10.4 pp +10.4 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 24.9 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 24.7 16.8% 3 -1.2 pp -1.6 pp +16.8 pp +16.8 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 24.1 9.2% 4 +0.2 pp +0.6 pp +1.1 pp +9.2 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 23.8 13.5% 3 -0.6 pp -0.3 pp +13.5 pp +13.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 22.9 10.6% 3 +0.1 pp +0.2 pp +10.6 pp +10.6 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 22.6 3.6% 3 +0.1 pp +0.5 pp +3.6 pp +3.6 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 22.6 3.6% 3 -0.2 pp -0.2 pp +3.6 pp +3.6 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 22.2 8.8% 3 +0.0 pp +0.7 pp +8.8 pp +8.8 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 22.1 6.0% 3 -0.0 pp +0.3 pp +6.0 pp +6.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 19.9 2.2% 3 -0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 19.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 18.8 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 18.7 1.1% 3 -0.2 pp -0.2 pp +1.1 pp +1.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 18.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 17.8 5.4% 3 +0.0 pp +0.2 pp +5.4 pp +5.4 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 17.0 4.8% 3 +0.2 pp -0.0 pp +4.8 pp +4.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 16.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 16.8 4.4% 3 +0.1 pp +0.2 pp +4.4 pp +4.4 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 16.6 3.1% 3 -0.0 pp -0.0 pp +3.1 pp +3.1 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 16.6 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 16.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 16.3 2.9% 3 +0.5 pp +0.7 pp +2.9 pp +2.9 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 16.2 5.8% 3 +0.4 pp +0.5 pp +5.8 pp +5.8 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 16.1 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 15.7 8.2% 3 +0.1 pp +0.2 pp +8.2 pp +8.2 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 15.3 6.7% 3 +0.1 pp +0.3 pp +6.7 pp +6.7 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 15.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 14.7 4.3% 3 +0.2 pp +0.5 pp +4.3 pp +4.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 14.7 3.0% 3 +0.5 pp +0.7 pp +3.0 pp +3.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 14.5 3.7% 3 -0.1 pp +0.0 pp +3.7 pp +3.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 14.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 14.4 7.2% 3 +0.6 pp +1.7 pp +7.2 pp +7.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 13.5 3.6% 3 +0.1 pp +0.0 pp +3.6 pp +3.6 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 13.4 3.7% 3 +0.3 pp +0.8 pp +3.7 pp +3.7 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 13.3 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 13.3 4.3% 5 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 13.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 13.0 4.6% 3 -0.4 pp -0.3 pp +4.6 pp +4.6 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 12.8 2.6% 3 +0.1 pp -0.0 pp +2.6 pp +2.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 12.7 2.9% 3 +0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 12.6 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 12.5 1.9% 5 +0.0 pp +0.3 pp +0.4 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 12.1 1.4% 3 +0.3 pp +0.1 pp +1.4 pp +1.4 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 11.9 1.1% 3 +0.0 pp +0.7 pp +1.1 pp +1.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 11.8 2.4% 3 +0.2 pp +0.3 pp +2.4 pp +2.4 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 11.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 11.1 4.0% 3 -0.1 pp +0.0 pp +4.0 pp +4.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 11.0 2.0% 3 +0.3 pp +0.3 pp +2.0 pp +2.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 10.8 2.6% 3 +0.2 pp +0.5 pp +2.6 pp +2.6 pp
☆Friday Financial CIK 0002048792 0.653 108 10.8 3.8% 3 +0.2 pp +0.3 pp +3.8 pp +3.8 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 10.8 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 10.7 3.1% 3 +0.6 pp +0.9 pp +3.1 pp +3.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 10.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 10.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 10.3 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.2 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.2 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 9.7 5.3% 3 -0.2 pp +0.1 pp +5.3 pp +5.3 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 9.6 4.0% 3 +0.9 pp +1.0 pp +4.0 pp +4.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 9.6 3.9% 3 +0.1 pp +0.2 pp +3.9 pp +3.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 9.1 3.7% 5 -0.1 pp +0.0 pp +0.2 pp +0.5 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 9.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 8.7 3.8% 3 +1.5 pp +1.8 pp +3.8 pp +3.8 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 8.6 3.5% 3 -0.2 pp -0.5 pp +3.5 pp +3.5 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 8.5 1.2% 3 +0.2 pp +0.6 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 8.5 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 8.5 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 8.4 3.4% 3 -0.0 pp +0.1 pp +3.4 pp +3.4 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 8.3 3.9% 3 +0.3 pp +0.9 pp +3.9 pp +3.9 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 8.3 3.1% 3 +0.3 pp +0.4 pp +3.1 pp +3.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 8.2 6.4% 3 -0.2 pp +0.1 pp +6.4 pp +6.4 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 8.2 4.4% 3 +0.1 pp -0.3 pp +4.4 pp +4.4 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 8.0 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 7.9 5.1% 3 +0.2 pp +1.1 pp +5.1 pp +5.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 7.9 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 7.8 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 7.7 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 7.6 3.1% 3 +0.1 pp +0.7 pp +3.1 pp +3.1 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 7.4 2.2% 3 +0.3 pp +0.2 pp +2.2 pp +2.2 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.4 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 7.3 4.4% 3 -0.1 pp +0.0 pp +4.4 pp +4.4 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 6.9 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 6.9 1.6% 3 +0.1 pp +0.3 pp +1.6 pp +1.6 pp
☆COWA, LLC CIK 0001844480 0.512 181 6.8 2.1% 3 -0.1 pp +0.1 pp +2.1 pp +2.1 pp
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☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 6.7 3.2% 5 +0.2 pp +0.3 pp +0.3 pp +0.7 pp
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☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 6.5 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 6.5 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 6.5 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
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☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 6.2 1.9% 3 +0.5 pp +0.5 pp +1.9 pp +1.9 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 5.8 3.3% 3 +0.0 pp +0.1 pp +3.3 pp +3.3 pp
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☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 4.6 2.5% 2 +0.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 4.3 1.8% 3 +1.2 pp +1.2 pp +1.8 pp +1.8 pp
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☆Prospect Financial Group LLC CIK 0002021762 0.441 70 3.8 3.5% 3 +0.0 pp +0.2 pp +3.5 pp +3.5 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.6 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Corsicana & Co. CIK 0001869923 0.236 309 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 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% 3 +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% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 +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% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 2 -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
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -2.6 pp -2.5 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -2.4 pp -2.3 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.1 pp -0.1 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
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp +0.0 pp -5.3 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -2.2 pp -2.1 pp -1.9 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 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
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -4.5 pp -4.5 pp +0.0 pp +0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +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% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.4 pp -0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -3.7 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -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% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status