Signals

← Signals

☆AVEM

992 in-universe funds with a nonzero position in AVEM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#479
Score / z0.414 / 0.36
Consensus348.30 over 663 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 ▾
☆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 2,310.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1,516.2 7.3% 4 -0.8 pp -0.0 pp -0.3 pp +7.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,299.4 0.3% 4 -0.0 pp +0.1 pp -0.0 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 796.9 1.2% 4 +0.0 pp +0.0 pp -0.2 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 643.7 0.0% 6 +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 585.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 421.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 380.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 335.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 271.6 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 246.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 245.9 4.2% 4 +1.5 pp +4.2 pp +4.2 pp +4.2 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 192.0 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 187.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 173.9 1.6% 4 +0.2 pp +0.2 pp +0.2 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 167.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 156.0 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 152.2 1.5% 4 -0.2 pp +1.3 pp +1.3 pp +1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 151.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 150.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 147.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 147.0 0.2% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 123.5 2.3% 4 -0.8 pp -1.2 pp -0.6 pp +2.3 pp
☆BOKF, NA CIK 0000009634 0.752 1160 123.1 1.9% 4 +0.2 pp +0.9 pp +1.9 pp +1.9 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 119.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 98.4 1.4% 1 +1.4 pp -0.2 pp -0.3 pp +1.4 pp
☆MASECO LLP CIK 0002074052 0.917 291 93.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 92.5 1.4% 4 +0.2 pp +0.4 pp +0.4 pp +1.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 92.1 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 90.3 1.6% 5 +0.3 pp +0.5 pp +1.2 pp +1.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 89.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 86.8 2.4% 4 -0.0 pp +0.1 pp +1.2 pp +2.4 pp
☆Oak Root LLC CIK 0002027377 0.950 10 86.7 10.6% 4 +0.6 pp +0.4 pp +0.7 pp +10.6 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 86.4 3.2% 4 +0.3 pp +0.8 pp +0.9 pp +3.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 86.3 1.3% 4 -0.0 pp -0.0 pp +0.1 pp +1.3 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 85.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 85.5 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 82.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 77.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 74.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 71.3 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 70.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 69.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 66.8 5.3% 4 -0.2 pp -0.3 pp -0.2 pp +5.3 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 61.9 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 61.3 1.1% 3 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 60.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 60.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 59.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 58.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 54.1 3.1% 4 +0.1 pp +0.2 pp +0.3 pp +3.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 53.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 50.4 3.0% 4 +0.1 pp +0.1 pp +0.1 pp +3.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 50.0 7.0% 4 +0.1 pp +0.1 pp +1.2 pp +7.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 48.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 46.5 3.8% 4 +0.3 pp +0.5 pp +0.7 pp +3.8 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 46.2 3.1% 4 +0.0 pp +0.0 pp +0.0 pp +3.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 46.0 2.6% 5 -0.3 pp -0.9 pp -1.3 pp -1.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 45.5 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 44.0 3.2% 4 +0.1 pp -0.0 pp -0.2 pp +3.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 43.7 0.4% 4 +0.0 pp +0.2 pp +0.0 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 43.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 42.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 42.0 2.2% 4 -0.0 pp -0.0 pp -0.0 pp +2.2 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 41.6 6.8% 4 +0.3 pp +1.0 pp +1.3 pp +6.8 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 41.3 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 40.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 40.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 39.6 6.9% 4 +0.2 pp +1.5 pp +4.4 pp +6.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 39.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 37.5 9.9% 4 +0.4 pp +0.0 pp +0.3 pp +9.9 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 37.3 0.9% 4 -0.0 pp +0.1 pp +0.3 pp +0.9 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 36.7 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 36.6 0.2% 4 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 34.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 33.1 4.7% 4 -0.1 pp -0.1 pp -0.0 pp +4.7 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 33.1 6.4% 4 +0.4 pp +0.4 pp +0.7 pp +6.4 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 32.2 5.5% 4 +0.2 pp -0.1 pp -2.0 pp +5.5 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 31.2 2.6% 4 -0.0 pp -0.0 pp +0.1 pp +2.6 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 30.7 3.0% 4 -0.7 pp -1.0 pp -1.1 pp +3.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 29.7 0.9% 4 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 28.6 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 28.4 3.2% 4 +0.1 pp +0.1 pp +0.2 pp +3.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 28.3 0.7% 4 -0.5 pp -0.2 pp -0.0 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 27.9 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 27.1 7.2% 4 +0.2 pp +0.2 pp +0.6 pp +7.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 27.1 3.6% 4 -0.1 pp -0.2 pp -0.4 pp +3.6 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 25.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 25.8 3.9% 4 +0.1 pp +0.0 pp +0.2 pp +3.9 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 24.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 24.8 10.6% 3 +1.2 pp +1.5 pp +10.6 pp +10.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 22.9 1.3% 4 +0.2 pp +0.3 pp +0.1 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 22.4 4.2% 6 -0.4 pp +0.1 pp +0.8 pp -1.9 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 22.2 2.8% 4 -0.2 pp -0.2 pp -0.1 pp +2.8 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 22.1 4.1% 4 +0.3 pp +0.4 pp +0.8 pp +4.1 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 21.2 9.0% 3 +0.7 pp +1.8 pp +9.0 pp +9.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 20.8 2.6% 4 +1.1 pp +1.6 pp +1.4 pp +2.6 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 20.8 8.0% 4 -0.3 pp -0.2 pp -0.6 pp +8.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 20.7 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 20.5 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 20.5 1.6% 4 +0.0 pp +0.0 pp +0.1 pp +1.6 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 20.4 0.5% 2 -0.0 pp +0.5 pp -0.1 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 20.1 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 20.0 2.6% 4 +0.2 pp +0.2 pp +0.9 pp +2.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 20.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 19.4 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 19.2 3.3% 4 +0.2 pp +0.3 pp +1.5 pp +3.3 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 19.1 3.6% 4 +0.1 pp +0.2 pp +0.3 pp +3.6 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 18.9 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 18.9 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 18.5 3.7% 4 +0.4 pp +0.4 pp +0.6 pp +3.7 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 18.4 2.6% 4 -0.8 pp -0.8 pp -0.8 pp +2.6 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 18.3 2.4% 4 +0.3 pp +0.6 pp +1.0 pp +2.4 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 18.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 17.8 1.6% 4 +0.1 pp +0.1 pp +0.2 pp +1.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 17.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 17.6 1.9% 4 +0.1 pp +0.1 pp +0.4 pp +1.9 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 17.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 17.1 1.0% 4 -0.2 pp -0.2 pp +0.0 pp +1.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 17.1 1.8% 3 +0.6 pp +1.6 pp +1.8 pp +1.8 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 16.7 3.3% 3 +0.1 pp +0.2 pp +3.3 pp +3.3 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 16.6 2.0% 4 +0.1 pp -0.0 pp +0.1 pp +2.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 16.4 0.7% 4 +0.1 pp -0.3 pp +0.7 pp +0.7 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 16.2 3.7% 4 +3.6 pp +3.6 pp +3.6 pp +3.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 16.0 4.6% 4 +0.1 pp -0.0 pp -0.1 pp +4.6 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 15.9 2.2% 1 +2.2 pp +0.1 pp -0.0 pp +2.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 15.5 4.4% 4 +0.3 pp +0.5 pp +1.0 pp +4.4 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 15.4 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 15.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 15.3 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 15.0 2.8% 4 +0.1 pp +0.3 pp +0.3 pp +2.8 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 14.9 6.0% 4 +0.0 pp -0.0 pp +0.1 pp +6.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 14.8 2.0% 6 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 14.5 1.6% 3 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 14.5 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 14.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 14.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 14.2 1.7% 4 +0.2 pp +0.2 pp +0.2 pp +1.7 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 14.2 1.8% 4 -0.1 pp +0.1 pp +0.2 pp +1.8 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 14.1 1.5% 4 -0.2 pp -0.2 pp -0.1 pp +1.5 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 14.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 14.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 13.9 1.9% 3 +0.5 pp +1.2 pp +1.9 pp +1.9 pp
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☆World Investment Advisors CIK 0001652594 0.670 1523 13.3 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Team Hewins, LLC CIK 0001964760 0.899 40 13.2 3.9% 6 -0.2 pp -0.3 pp -0.3 pp +1.2 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 12.9 0.4% 4 -0.1 pp -0.2 pp -0.4 pp +0.4 pp
☆Invariant Investment Management CIK 0001850871 0.577 68 12.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
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☆Indivisible Partners CIK 0002098400 0.368 637 12.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 12.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 12.4 5.2% 4 +2.0 pp +3.4 pp +3.4 pp +5.2 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 12.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 12.2 1.3% 3 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 12.2 6.6% 4 +0.1 pp -0.1 pp -0.0 pp +6.6 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 11.9 5.4% 6 +0.3 pp +0.4 pp +0.5 pp +0.4 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 11.7 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 11.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 11.3 2.2% 4 +0.4 pp +0.4 pp +0.5 pp +2.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 11.3 2.9% 4 +0.1 pp +0.1 pp +0.1 pp +2.9 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 11.2 4.4% 3 +0.2 pp +0.1 pp +4.4 pp +4.4 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 11.1 1.8% 4 +0.0 pp +0.0 pp +1.6 pp +1.8 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 10.9 0.8% 3 +0.3 pp +0.4 pp +0.8 pp +0.8 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 10.9 2.1% 4 +0.2 pp +0.0 pp +0.7 pp +2.1 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 10.9 6.3% 4 +1.7 pp +2.8 pp +3.0 pp +6.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 10.7 1.6% 4 -0.0 pp -0.2 pp -0.2 pp +1.6 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 10.7 3.8% 4 -0.8 pp +0.2 pp +2.0 pp +3.8 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 10.7 3.8% 4 +0.2 pp +0.3 pp +0.3 pp +3.8 pp
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☆Certified Advisory Corp CIK 0001731732 0.386 327 10.6 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 10.5 4.2% 3 +1.7 pp +2.4 pp +4.2 pp +4.2 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 10.5 6.2% 4 +0.0 pp -0.1 pp -0.0 pp +6.2 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 10.4 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 10.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 10.2 5.6% 4 +0.2 pp +0.1 pp +0.3 pp +5.6 pp
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☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 9.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 7.6 1.3% 4 +0.2 pp +0.4 pp +0.4 pp +1.3 pp
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☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.7 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.7 1.0% 4 -0.0 pp +0.3 pp +0.3 pp +1.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.7 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 1.7 0.7% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.7 0.6% 4 -0.2 pp -0.3 pp -0.4 pp +0.6 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 1.6 0.9% 3 +0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 1.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.395 71 1.6 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 1.5 1.1% 3 +0.1 pp +0.7 pp +1.1 pp +1.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.5 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 1.5 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 1.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 1.5 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 1.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 1.4 1.0% 3 -1.0 pp -0.4 pp +1.0 pp +1.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 1.3 1.0% 4 +0.0 pp +0.1 pp +0.3 pp +1.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Allodium Investment Consultants, LLC CIK 0002052983 0.660 57 1.3 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 1.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 1.2 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 1.2 0.4% 4 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 1.2 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 1.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.1 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 1.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 1.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.1 0.7% 3 +0.1 pp +0.4 pp +0.7 pp +0.7 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.1 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 1.1 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Friday Financial CIK 0002048792 0.653 108 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 1.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 1.0 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.0 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 1.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Targeted Financial Services LLC CIK 0001758288 0.562 63 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.9 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.9 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.9 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.8 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆F&V Capital Management, LLC CIK 0001569453 0.387 63 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 0.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Haverford Financial Services, Inc. CIK 0001347683 0.408 49 0.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 0.8 0.6% 4 +0.0 pp -2.1 pp +0.0 pp +0.6 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.7 0.8% 4 +0.2 pp +0.3 pp +0.3 pp +0.8 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.7 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.7 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.7 0.4% 4 +0.0 pp -0.0 pp +0.3 pp +0.4 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.7 0.1% 2 +0.0 pp +0.1 pp -1.0 pp +0.1 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TSFG, LLC CIK 0001800513 0.413 891 0.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.6 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.6 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.6 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +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
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 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 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 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
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -1.7 pp -0.9 pp -0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.0 0.0% 0 +0.0 pp -0.1 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
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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 -2.7 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -7.3 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -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% 0 +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% 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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