Signals

← Signals

☆AVDV

801 in-universe funds with a nonzero position in AVDV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#318
Score / z0.712 / 0.84
Consensus287.76 over 513 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)
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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 3,453.4 1.4% 5 -0.0 pp -0.4 pp +0.2 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 2,629.3 1.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1,204.7 3.5% 5 -2.0 pp -2.6 pp -1.9 pp -1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 496.0 0.5% 6 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 483.5 4.1% 5 -0.0 pp -0.4 pp -0.0 pp +0.1 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 276.7 12.0% 5 -2.2 pp -1.1 pp -0.8 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 271.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 243.4 2.6% 5 -0.0 pp +0.3 pp +0.6 pp +0.8 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 242.3 9.2% 5 -1.7 pp -1.6 pp -1.4 pp -1.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 175.7 1.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 173.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 169.7 2.2% 2 -0.2 pp +2.2 pp -0.2 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 168.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 137.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 113.1 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 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 106.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 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 104.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 104.7 0.1% 1 +0.1 pp +0.1 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 103.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 85.7 6.0% 5 -0.3 pp -0.8 pp +0.2 pp -4.5 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 77.3 3.3% 5 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 68.6 12.3% 5 -1.5 pp -0.4 pp -1.0 pp -0.6 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 68.4 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 64.2 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 59.2 5.3% 5 -0.4 pp -0.7 pp -0.5 pp -0.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 57.1 6.7% 7 -0.9 pp -0.8 pp -0.8 pp -0.9 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 56.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp -0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 54.7 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 54.6 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 53.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 51.7 1.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 50.9 5.2% 5 -0.4 pp -0.5 pp -0.3 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 50.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 49.9 4.2% 2 -0.4 pp +4.2 pp +4.2 pp +4.2 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 46.3 6.7% 5 -1.1 pp -0.5 pp -0.4 pp -0.4 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 44.0 2.8% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 43.8 4.5% 5 +0.0 pp +0.1 pp +0.4 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 39.6 3.9% 5 -0.2 pp -0.4 pp -0.4 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 37.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 37.4 6.5% 5 -0.3 pp -0.1 pp -0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 36.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 35.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 35.1 1.8% 5 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 34.9 4.2% 2 -0.3 pp +4.2 pp -0.3 pp -0.3 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 34.0 4.4% 5 -0.5 pp -0.2 pp -0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 33.0 0.6% 5 -0.2 pp -0.1 pp -0.5 pp -0.6 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 32.8 7.7% 5 -0.8 pp -1.3 pp -1.6 pp -1.8 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 31.9 3.1% 5 -0.3 pp -0.4 pp -0.3 pp -0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 31.2 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 30.7 2.2% 5 +1.2 pp +1.4 pp +1.4 pp +1.5 pp
☆Emprise Bank CIK 0002018815 0.570 109 30.5 11.2% 5 -0.3 pp +0.8 pp +1.2 pp +1.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 30.5 0.4% 3 -0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 28.7 1.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 27.7 12.7% 5 -0.9 pp -0.8 pp -1.3 pp -1.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 27.6 1.7% 5 -0.0 pp -0.4 pp -0.4 pp -0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 27.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 26.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 26.7 3.5% 5 -0.2 pp -0.0 pp -0.2 pp -0.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 26.4 10.1% 5 -0.3 pp -0.5 pp -0.4 pp -0.3 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 26.3 6.0% 5 -0.4 pp -0.1 pp -0.1 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 26.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 26.1 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 26.0 8.7% 6 -0.7 pp -0.5 pp -0.4 pp +0.1 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 25.6 1.5% 2 -0.8 pp +1.5 pp +1.5 pp +1.5 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 25.4 2.5% 5 -0.4 pp +1.1 pp +1.4 pp +1.3 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 25.3 14.5% 5 -2.9 pp -2.3 pp -3.5 pp -3.9 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 25.2 3.6% 5 -0.1 pp +0.0 pp +0.2 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 24.6 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 23.9 3.8% 3 +0.0 pp +3.7 pp +3.8 pp +3.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 23.0 8.4% 5 -0.2 pp -0.4 pp -0.4 pp +0.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 22.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 21.3 5.1% 5 -0.4 pp -0.3 pp -0.2 pp -0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 21.2 2.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 20.7 3.4% 5 +0.2 pp +0.4 pp +0.8 pp +1.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 20.1 1.8% 5 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 20.0 1.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 19.9 3.0% 5 -0.3 pp +0.1 pp +0.6 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 19.5 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 19.3 3.1% 4 -0.2 pp +0.1 pp -0.1 pp +3.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 19.1 4.4% 5 -0.2 pp -0.0 pp +0.1 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 18.9 3.7% 5 -0.0 pp +1.2 pp +1.4 pp +1.6 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 18.7 8.8% 5 -0.6 pp +0.7 pp +0.7 pp +0.9 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 18.4 1.8% 4 -0.2 pp +0.2 pp +0.0 pp +1.8 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 18.4 5.5% 5 -0.5 pp -0.3 pp +0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 18.2 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 18.1 4.4% 5 -0.2 pp +0.1 pp +0.3 pp +0.7 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 18.0 3.0% 5 -0.4 pp -0.1 pp -0.1 pp -0.1 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 17.7 6.9% 5 -0.6 pp -0.3 pp +0.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 17.3 0.3% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 17.0 2.0% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 16.8 7.8% 2 -0.4 pp +7.8 pp +7.8 pp +7.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 16.7 6.1% 5 -0.4 pp -0.6 pp -0.5 pp -0.3 pp
☆Invariant Investment Management CIK 0001850871 0.577 68 16.0 9.4% 2 -1.5 pp +9.4 pp +9.4 pp +9.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 15.4 1.8% 5 -0.1 pp -0.4 pp -0.3 pp -0.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 15.3 3.4% 5 -0.2 pp -0.3 pp -0.4 pp -0.3 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 15.3 5.2% 5 -0.1 pp +0.6 pp +0.2 pp +0.3 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 15.2 3.9% 5 -0.3 pp +0.1 pp +0.5 pp +0.9 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 15.0 3.7% 5 -0.5 pp -0.5 pp -0.6 pp -0.5 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 15.0 2.5% 5 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 14.9 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 14.5 3.3% 5 -1.0 pp -0.7 pp -0.6 pp -0.6 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 14.5 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 14.3 3.3% 5 -0.4 pp -0.3 pp -0.2 pp -0.3 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 13.9 4.3% 5 -0.1 pp +0.3 pp +0.2 pp +0.3 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 13.8 2.0% 7 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Friday Financial CIK 0002048792 0.653 108 13.6 3.6% 5 -0.4 pp -0.2 pp +0.1 pp +0.2 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 13.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 13.6 2.8% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 13.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.2 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 13.0 1.1% 5 -0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 13.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 12.9 2.8% 5 +0.1 pp -0.3 pp +0.3 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 12.7 0.1% 4 -0.5 pp -0.6 pp -0.3 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 12.6 3.2% 5 +0.4 pp +0.6 pp +0.7 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 12.3 1.0% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 12.1 0.3% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 11.3 0.2% 5 -0.0 pp -0.6 pp -0.7 pp -0.6 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 11.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 10.9 1.9% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 10.8 1.3% 5 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 10.8 3.1% 5 -0.2 pp -0.0 pp +0.3 pp +0.4 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.580 59 10.7 7.7% 2 +0.9 pp +7.7 pp +7.7 pp +7.7 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 10.7 3.9% 5 -0.2 pp -0.0 pp +0.1 pp +0.2 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 10.7 3.7% 5 -0.3 pp -0.1 pp +1.4 pp +1.7 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 10.6 5.5% 1 +5.5 pp +0.4 pp +0.6 pp +1.5 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 10.1 1.5% 5 +0.3 pp +1.0 pp +1.1 pp +1.1 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 10.1 3.9% 7 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 10.0 3.8% 5 -0.2 pp -0.2 pp +0.7 pp +0.8 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 9.9 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 9.8 3.6% 5 -0.3 pp +0.0 pp -0.2 pp -0.5 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 9.8 4.9% 5 -0.2 pp -0.4 pp -0.6 pp -0.3 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 9.7 3.7% 5 -0.3 pp -0.2 pp +0.2 pp +0.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 9.4 1.8% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 9.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 9.1 6.7% 5 -0.1 pp +0.3 pp +0.1 pp +0.3 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 9.0 2.5% 5 +0.0 pp +0.2 pp +0.6 pp +0.5 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 8.8 3.2% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 8.6 5.4% 2 -0.5 pp +5.4 pp +5.4 pp +5.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 8.4 3.9% 5 -0.4 pp -0.4 pp -0.4 pp -0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 8.3 1.0% 5 -0.1 pp +0.0 pp -0.6 pp -0.6 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 8.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 8.2 1.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bellecapital International Ltd. CIK 0001600152 0.411 123 8.2 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 8.0 3.0% 5 +0.0 pp -0.1 pp +0.0 pp +0.6 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 8.0 0.8% 5 -0.3 pp -0.1 pp -0.0 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 8.0 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 7.9 2.6% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 7.9 4.0% 5 -0.3 pp -0.4 pp -0.5 pp -0.4 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 7.9 3.0% 5 -0.0 pp +0.4 pp +0.5 pp +0.6 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 7.9 4.5% 5 -0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 7.6 3.1% 7 -0.2 pp -0.1 pp +0.1 pp +0.3 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 7.6 2.0% 5 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆COWA, LLC CIK 0001844480 0.512 181 7.6 1.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 7.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 7.5 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 7.4 0.9% 5 -0.0 pp +0.2 pp +0.4 pp +0.6 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 7.4 1.6% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆PW ADVISORS, LLC \ FL CIK 0002095919 0.730 36 7.4 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 7.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.3 0.4% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 7.1 1.9% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 7.0 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 7.0 1.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 6.9 3.1% 2 +1.7 pp +3.1 pp +3.1 pp +3.1 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 6.9 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.8 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 6.8 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 6.6 3.2% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 6.5 2.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 6.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 6.5 2.6% 5 +1.2 pp +1.4 pp +1.5 pp +1.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 6.4 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Ballentine Capital Advisors, Inc CIK 0002011580 0.885 26 6.3 2.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 6.3 3.8% 4 +0.1 pp +0.7 pp +2.0 pp +3.8 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 6.2 0.7% 5 -0.0 pp -0.3 pp -0.2 pp -0.2 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 6.2 3.9% 6 -0.3 pp -0.0 pp -0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.1 1.4% 4 -0.3 pp -0.3 pp -0.1 pp +1.4 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.0 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 6.0 4.4% 5 -0.4 pp -0.4 pp -0.6 pp -0.7 pp
☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 5.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 5.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 5.8 0.6% 5 -0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 5.7 3.3% 6 -0.4 pp -0.2 pp -0.2 pp +0.0 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 5.6 3.7% 5 -0.2 pp -0.3 pp -0.3 pp +0.7 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 5.6 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Prism Planning Partners LLC CIK 0002110534 0.691 35 5.5 5.9% 2 -0.5 pp +5.9 pp +5.9 pp +5.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 5.5 1.9% 2 +1.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 5.5 0.9% 5 +0.3 pp +0.2 pp +0.1 pp +0.6 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.5 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 5.3 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 5.3 1.4% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 5.2 0.8% 4 +0.0 pp +0.5 pp +0.6 pp +0.8 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 5.1 1.0% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 5.1 2.3% 4 -0.3 pp -0.3 pp +0.2 pp +2.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 5.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 4.9 1.8% 5 -0.2 pp -0.0 pp +0.1 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 4.8 0.4% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 4.8 3.4% 5 -0.6 pp -1.0 pp -0.6 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 4.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 4.3 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 4.3 1.9% 5 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 4.2 1.5% 5 -0.1 pp +0.3 pp +0.5 pp +0.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 4.2 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆Platform Wealth Management, LLC CIK 0002110622 0.294 57 4.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.1 0.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 4.1 3.3% 5 -0.4 pp -0.2 pp -0.2 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 4.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 3.9 0.2% 1 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 3.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 3.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 3.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 3.8 1.0% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 3.8 0.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.7 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 3.7 1.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆E-Wealth Partners, LLC CIK 0002129940 0.579 59 3.6 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 3.5 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 3.5 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 3.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 3.4 1.6% 5 -0.7 pp -0.6 pp -0.5 pp -0.4 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.4 1.6% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Green Ridge Wealth Planning LLC CIK 0002117069 0.462 93 3.4 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 3.4 0.7% 4 -0.0 pp +0.0 pp -0.5 pp +0.7 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.3 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 3.3 0.2% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 3.2 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 3.2 1.6% 5 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 3.1 1.5% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanchez Levi Garrett CIK 0002126627 0.583 74 3.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 3.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 3.0 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 3.0 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 2.9 2.5% 2 -1.8 pp +2.5 pp +2.5 pp +2.5 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 2.9 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 2.9 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 2.9 1.8% 5 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 2.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 2.7 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 2.7 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 2.6 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 2.6 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 2.6 1.7% 4 -0.5 pp -1.0 pp -1.1 pp +1.7 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 2.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 2.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Trust Wealth Management LLC CIK 0002065265 0.224 75 2.4 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.4 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 2.4 1.3% 5 +0.0 pp +0.2 pp -0.1 pp +0.1 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 2.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 2.4 1.2% 5 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.3 1.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 2.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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 +0.0 pp -1.4 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.7 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 pp -2.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 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
☆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 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.1 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 +0.0 pp -0.4 pp -0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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