Signals

← Signals

☆AVEM

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

Flow ranking

Rank#1201
Score / z0.044 / 0.04
Consensus225.01 over 413 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 1,227.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,202.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,200.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 610.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 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 310.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 209.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 179.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 166.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 146.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 144.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 137.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 123.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 121.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 116.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 103.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 101.3 0.0% 1 +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 98.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 94.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 90.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 89.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Root LLC CIK 0002027377 0.950 10 80.0 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 73.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 71.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 71.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 70.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 69.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 59.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 57.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 56.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 54.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 44.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 44.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 43.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 40.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 39.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 38.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 37.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 37.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 36.9 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 36.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 36.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 33.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 33.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 33.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 33.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 33.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 32.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 32.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 31.7 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 30.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 30.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 29.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 28.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 27.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 26.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 26.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 25.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 25.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 23.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 22.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 21.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 20.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 20.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 20.1 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 19.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 19.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 19.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 18.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 17.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 17.4 3.4% 3 -2.7 pp -1.2 pp +3.4 pp +3.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 17.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 16.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 16.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 16.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 15.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 14.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 14.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 14.1 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 13.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 13.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 13.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 13.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 13.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 13.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 13.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 13.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 13.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 12.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 12.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 12.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 12.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 11.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 11.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 11.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 11.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 11.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 11.7 4.2% 3 +1.4 pp +1.7 pp +4.2 pp +4.2 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 11.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 11.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 10.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 10.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Summit X, LLC CIK 0001697729 0.000 0 10.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 10.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 10.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 10.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 10.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 9.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 9.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 9.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 9.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 9.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 8.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 8.9 4.9% 3 -0.1 pp +0.3 pp +4.9 pp +4.9 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 8.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 8.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 8.3 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 8.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 8.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 8.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 7.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 7.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 7.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 7.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 7.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 7.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 7.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 6.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 6.9 5.0% 2 -0.9 pp +5.0 pp +5.0 pp +5.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 6.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 6.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 6.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 6.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 6.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 6.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 6.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 6.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 6.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Haven Private, LLC CIK 0002053665 0.242 171 6.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 6.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 6.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 5.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 5.6 4.6% 2 +0.5 pp +4.6 pp +4.6 pp +4.6 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 5.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 5.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 5.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 5.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 5.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 5.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 5.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 5.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Objectivity Squared, LLC CIK 0002011113 0.676 56 5.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 5.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 4.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 4.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 4.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 4.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 4.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 4.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 4.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 4.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 4.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 4.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 3.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 3.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 3.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 3.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 3.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 3.7 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 3.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 3.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.3 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 3.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 3.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 2.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.5 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 1.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 1.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Convergence Financial, LLC CIK 0002034001 0.141 272 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NWAM LLC CIK 0001655006 0.392 684 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MOTCO CIK 0001306333 0.349 840 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RVW Wealth, LLC CIK 0001756543 0.783 183 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BOKF, NA CIK 0000009634 0.752 1160 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +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
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 1 +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
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status