Signals

← Signals

☆AVEM

695 in-universe funds with a nonzero position in AVEM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23888
Score / z-0.080 / -0.12
Consensus271.33 over 502 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 ▾
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1,387.2 7.3% 2 -0.3 pp +7.3 pp +7.3 pp +7.3 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 1,383.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 785.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 691.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 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 377.7 0.0% 4 +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 363.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 210.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 202.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 201.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 170.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 170.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 170.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 164.2 3.5% 2 +0.6 pp +3.5 pp +3.5 pp +3.5 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 156.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 149.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 148.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 135.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 130.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 125.7 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 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 117.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 105.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 102.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Oak Root LLC CIK 0002027377 0.950 10 87.7 10.2% 2 +0.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 82.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 80.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 80.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 78.9 2.3% 2 +1.1 pp +2.3 pp +2.3 pp +2.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 77.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 75.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 66.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BOKF, NA CIK 0000009634 0.752 1160 64.7 1.0% 2 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 64.6 5.5% 2 +0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 60.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 58.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 56.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 56.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 51.7 1.0% 3 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 48.8 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 47.4 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 45.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 44.9 6.9% 2 +1.0 pp +6.9 pp +6.9 pp +6.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 44.2 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 41.6 3.5% 3 -0.4 pp -0.3 pp +3.5 pp +3.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 40.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 40.4 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 39.8 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 39.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 39.1 5.7% 2 +0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 37.8 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 37.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 37.1 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 36.4 0.3% 1 +0.3 pp -0.0 pp +0.0 pp +0.3 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 35.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 34.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 34.5 9.9% 2 +0.3 pp +9.9 pp +9.9 pp +9.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 34.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 32.9 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 32.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 31.5 5.5% 2 -1.9 pp +5.5 pp +5.5 pp +5.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 31.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 30.3 6.0% 2 +0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 30.1 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 29.4 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 28.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 26.6 5.5% 2 +3.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 26.3 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 25.5 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 23.6 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 23.5 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 23.4 7.0% 2 +0.4 pp +7.0 pp +7.0 pp +7.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 22.3 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 22.0 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 21.9 4.0% 4 +0.6 pp -2.0 pp -0.6 pp +4.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 21.4 1.0% 2 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 20.3 8.2% 2 -0.4 pp +8.2 pp +8.2 pp +8.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 20.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 19.7 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 19.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 19.5 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 19.2 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 19.2 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 18.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 17.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 17.2 2.4% 2 +0.6 pp +2.4 pp +2.4 pp +2.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 16.8 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 16.5 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 16.4 3.0% 2 +1.2 pp +3.0 pp +3.0 pp +3.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 16.3 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 16.0 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 15.5 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 15.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 15.2 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 15.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 15.1 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 15.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 15.0 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 14.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 14.8 2.2% 4 -0.2 pp -0.3 pp -0.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 14.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 14.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 13.8 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 13.7 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 13.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 13.2 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 13.0 6.0% 2 +0.2 pp +6.0 pp +6.0 pp +6.0 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 12.7 3.8% 2 +0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 12.6 4.3% 4 +0.1 pp +1.5 pp +1.7 pp +4.3 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 12.6 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 12.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 12.4 6.9% 2 -1.1 pp +6.9 pp +6.9 pp +6.9 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 12.3 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 12.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 11.6 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 11.4 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 11.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 11.2 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 11.1 6.7% 2 +0.0 pp +6.7 pp +6.7 pp +6.7 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 11.1 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 10.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 10.4 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 10.4 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 10.0 2.9% 2 +2.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 10.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 10.0 5.1% 4 +0.1 pp +0.1 pp +0.5 pp +5.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 9.9 3.7% 2 +1.8 pp +3.7 pp +3.7 pp +3.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 9.8 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 9.7 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 9.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 9.5 5.5% 2 +0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 9.4 1.8% 2 +1.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 9.3 3.5% 2 +0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 9.2 0.8% 4 +0.0 pp +0.2 pp +0.2 pp +0.8 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 9.1 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 9.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 8.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 8.4 1.7% 2 +1.5 pp +1.7 pp +1.7 pp +1.7 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 8.3 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.3 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 8.2 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 8.0 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 8.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
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☆BetterWealth, LLC CIK 0001911702 0.869 86 7.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 7.8 5.1% 3 +0.2 pp -0.7 pp +5.1 pp +5.1 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 7.6 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 7.3 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 7.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 7.2 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 7.1 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 6.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 6.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 6.9 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 6.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 6.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 6.5 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 6.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 6.4 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 6.4 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 6.4 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 6.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 6.3 4.7% 3 +0.2 pp +0.6 pp +4.7 pp +4.7 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 6.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 6.2 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 6.1 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 6.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 6.1 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 6.1 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Objectivity Squared, LLC CIK 0002011113 0.676 56 6.0 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 5.9 3.2% 2 +0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 5.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 5.9 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 5.9 3.4% 2 +0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 5.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 5.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 5.6 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 5.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 5.4 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 5.3 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 5.3 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 5.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 5.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.2 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
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☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 5.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Level Financial Advisors CIK 0001871734 0.644 95 5.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 4.9 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 4.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 4.8 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
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☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 4.5 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 4.5 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
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☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 4.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BWM Planning, LLC CIK 0002039698 0.671 99 4.2 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
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☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.3 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.3 0.9% 4 -0.0 pp +0.0 pp +0.1 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.2 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆SOL Capital Management CO CIK 0001339270 0.000 0 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Prospect Financial Group LLC CIK 0002021762 0.441 70 2.0 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 2.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 1.7 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 1.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 1.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 1.5 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
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☆MOTCO CIK 0001306333 0.349 840 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 2 +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% 2 +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
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -0.1 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 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
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +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% 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
☆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
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 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 -1.0 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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -7.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 AVEM). Qtrs Held counts distinct quarters this fund has actually held AVEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVEM position size. Δ columns are the percentage-point change in AVEM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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