Signals

← Signals

☆AVEM

1114 in-universe funds with a nonzero position in AVEM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#761
Score / z0.170 / 0.19
Consensus352.46 over 657 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 2,786.3 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1,846.9 5.4% 5 -1.9 pp -2.7 pp -1.9 pp -2.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,556.1 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,085.1 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 961.8 1.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 760.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 592.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 569.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 518.8 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 504.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 328.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 267.6 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 259.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 246.8 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 231.0 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 228.6 2.0% 5 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 221.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 211.2 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 210.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 202.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 181.9 3.5% 5 -0.7 pp +0.7 pp +3.4 pp +3.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 176.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 158.2 0.2% 6 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 149.5 2.6% 5 +0.2 pp -0.5 pp -0.9 pp -0.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 148.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 143.3 2.0% 5 +0.1 pp +0.3 pp +1.0 pp +2.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 133.1 1.6% 6 +0.0 pp +0.3 pp +0.6 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 132.6 1.1% 5 -0.4 pp -0.6 pp +0.9 pp +1.0 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 124.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 122.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 114.0 1.5% 5 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 113.9 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 112.1 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 108.6 1.4% 2 -0.0 pp +1.4 pp -0.2 pp -0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 106.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Oak Root LLC CIK 0002027377 0.950 10 103.8 11.5% 5 +0.9 pp +1.4 pp +1.3 pp +1.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 102.8 2.6% 5 +0.2 pp +0.2 pp +0.3 pp +1.4 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 101.2 3.2% 5 +0.0 pp +0.4 pp +0.8 pp +0.9 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 99.5 1.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 92.3 1.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 90.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 87.4 1.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 86.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 86.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 83.9 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 78.6 1.2% 4 +0.1 pp +1.1 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 77.9 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 77.1 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 77.0 9.4% 5 +2.3 pp +2.5 pp +2.5 pp +3.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 76.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 75.7 5.3% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 72.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 69.8 0.9% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 69.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 68.4 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 68.0 0.6% 5 +0.1 pp +0.1 pp +0.4 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 65.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 65.1 3.5% 5 +0.4 pp +0.6 pp +0.6 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 64.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 62.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 61.1 3.6% 2 -0.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 61.1 3.9% 2 +0.6 pp +3.9 pp +3.9 pp +3.9 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 60.6 3.8% 5 +0.7 pp +0.8 pp +0.6 pp +0.5 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 58.9 3.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 54.8 2.7% 6 +0.1 pp -0.2 pp -0.8 pp -1.2 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 53.5 3.4% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 49.8 1.2% 3 +0.4 pp +0.7 pp +1.2 pp +1.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 49.7 2.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 49.3 4.7% 2 +0.3 pp +4.7 pp +4.7 pp +4.7 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 48.9 7.0% 5 +0.2 pp +0.5 pp +1.3 pp +1.5 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 47.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 47.1 3.4% 5 -0.4 pp -0.1 pp +0.1 pp +0.3 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 46.4 10.5% 5 +0.6 pp +1.0 pp +0.6 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 44.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 43.8 5.8% 5 -1.1 pp -1.0 pp +0.3 pp +3.3 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 42.0 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 41.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 41.2 0.9% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 40.7 0.9% 5 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 38.9 4.9% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 38.7 6.5% 5 +0.1 pp +0.5 pp +0.5 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 37.5 5.7% 5 +0.3 pp +0.4 pp +0.2 pp -1.7 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 35.8 3.2% 5 +0.2 pp -0.6 pp -0.8 pp -0.9 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 35.0 2.6% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 34.6 1.2% 5 -0.1 pp +0.0 pp +0.2 pp -0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 34.4 1.9% 5 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 34.1 0.9% 5 -0.0 pp +0.1 pp +0.3 pp +0.8 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 33.9 1.5% 3 +0.2 pp +0.7 pp +1.5 pp +1.5 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 33.3 3.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 32.6 7.9% 5 +0.7 pp +0.8 pp +0.9 pp +1.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 32.0 4.3% 5 +0.4 pp +0.5 pp +0.4 pp +0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 31.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 31.1 10.3% 4 -0.2 pp +1.0 pp +1.3 pp +10.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 31.0 3.5% 5 -0.0 pp -0.2 pp -0.2 pp -0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 29.4 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 28.2 2.3% 2 +1.0 pp +2.3 pp +2.3 pp +2.3 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 28.0 3.0% 5 +0.2 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 27.9 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 27.8 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 27.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 27.2 4.5% 5 +0.5 pp +0.7 pp +0.9 pp +1.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 26.5 1.9% 5 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 26.0 4.2% 2 +3.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 25.7 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 25.6 4.3% 2 +0.8 pp +4.3 pp +4.3 pp +4.3 pp
☆Armstrong, Fleming & Moore, Inc CIK 0001990099 0.481 115 25.4 8.4% 4 -0.6 pp +0.1 pp +1.2 pp +8.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 25.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp -0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 25.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 25.1 4.3% 7 +0.2 pp -0.3 pp +0.3 pp +0.9 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 25.1 2.5% 5 -0.1 pp +1.0 pp +1.5 pp +1.4 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 24.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 24.4 4.0% 5 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 24.0 5.9% 3 +2.6 pp +2.7 pp +5.9 pp +5.9 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 23.9 2.7% 5 +0.1 pp +0.3 pp +0.4 pp +1.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 23.9 4.1% 5 +0.4 pp +0.8 pp +0.8 pp +1.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 23.8 1.9% 5 +1.8 pp +1.8 pp +1.8 pp +1.7 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 23.1 2.1% 4 +0.3 pp +0.9 pp +1.9 pp +2.1 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 23.1 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 22.9 6.4% 3 +0.6 pp +0.8 pp +6.4 pp +6.4 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 22.7 2.6% 5 +0.2 pp +0.5 pp +0.8 pp +1.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 22.6 3.5% 5 +0.2 pp +0.4 pp +0.5 pp +1.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 22.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 22.1 1.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 22.0 1.8% 3 +1.0 pp +1.1 pp +1.8 pp +1.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 21.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 21.5 1.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 21.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 21.4 2.7% 5 +0.2 pp -0.6 pp -0.6 pp -0.6 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 21.4 2.1% 5 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 20.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 20.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.703 33 20.4 11.7% 2 -0.7 pp +11.7 pp +11.7 pp +11.7 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 20.3 2.3% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 20.3 7.8% 5 -0.2 pp -0.5 pp -0.4 pp -0.8 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 20.2 2.5% 2 +0.2 pp +2.5 pp +0.3 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 20.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 19.8 1.0% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 19.8 0.5% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 19.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 19.5 0.8% 5 +0.0 pp +0.1 pp -0.2 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 19.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 19.4 3.3% 4 +0.0 pp +0.2 pp +0.3 pp +3.3 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 19.4 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 19.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 18.5 1.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 18.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 18.0 2.0% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 18.0 2.9% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 17.9 4.6% 5 +0.2 pp +0.5 pp +0.8 pp +1.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 17.8 4.6% 5 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 17.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 17.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 17.5 2.2% 5 +0.4 pp +0.3 pp +0.5 pp +0.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 17.2 1.0% 4 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 17.2 2.1% 2 +0.5 pp +2.1 pp +2.1 pp +2.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 17.1 0.9% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 17.1 6.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 16.6 2.7% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 16.5 1.9% 7 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 16.4 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 16.2 1.8% 3 +0.1 pp +1.4 pp +1.8 pp +1.8 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 15.9 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 15.3 2.6% 5 +0.4 pp +0.7 pp +0.8 pp +0.8 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 15.3 1.6% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 15.3 6.4% 5 +0.5 pp +0.7 pp +0.8 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 15.2 1.5% 4 +0.1 pp +1.4 pp +1.4 pp +1.5 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 15.2 1.2% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 15.0 4.1% 7 +0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆Indivisible Partners CIK 0002098400 0.368 637 15.0 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 14.9 6.8% 5 +0.2 pp +0.3 pp +0.1 pp +0.2 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 14.8 2.7% 2 +2.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 14.8 2.1% 5 +0.5 pp +0.3 pp +0.4 pp +0.4 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 14.7 0.8% 4 +0.1 pp +0.3 pp +0.5 pp +0.8 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 14.6 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 14.5 0.3% 5 -0.3 pp -0.8 pp -0.5 pp -0.3 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 14.5 6.8% 5 -0.0 pp +0.0 pp -0.1 pp -1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 14.2 5.9% 7 +0.4 pp +0.7 pp +0.8 pp +0.9 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 13.7 2.2% 5 +0.1 pp +0.3 pp +0.1 pp +0.8 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 13.7 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 13.5 3.1% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.5 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 13.4 5.6% 5 +1.0 pp +2.4 pp +2.2 pp +2.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 13.3 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 13.3 6.8% 5 +0.5 pp +2.2 pp +3.4 pp +3.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 12.9 2.2% 3 +0.2 pp +0.5 pp +2.2 pp +2.2 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 12.9 4.5% 4 +0.1 pp +0.4 pp +0.2 pp +4.5 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 12.7 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 12.7 4.5% 4 +0.4 pp +2.1 pp +2.8 pp +4.5 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 12.7 4.1% 5 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 12.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 12.5 3.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 12.4 1.6% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 12.3 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 12.3 4.9% 5 -0.3 pp +1.7 pp +3.2 pp +3.2 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 12.2 5.9% 5 +0.3 pp +0.5 pp +0.3 pp +0.6 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 12.2 3.1% 3 +0.9 pp +1.4 pp +3.1 pp +3.1 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 12.1 6.6% 5 +0.5 pp +0.5 pp +0.3 pp +0.4 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 12.0 1.3% 4 +0.0 pp +0.1 pp -0.3 pp +1.3 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 11.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 11.7 0.9% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 11.7 5.9% 2 +0.9 pp +5.9 pp +5.9 pp +5.9 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 11.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 11.2 2.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 11.2 2.3% 4 +0.2 pp +0.8 pp +1.9 pp +2.3 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 11.1 2.3% 5 -1.4 pp +2.2 pp +2.2 pp +2.2 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 10.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 10.7 1.2% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 10.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 10.6 3.2% 5 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 10.5 3.3% 5 +0.4 pp +0.7 pp +0.7 pp +0.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.3 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 10.2 1.3% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 10.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 9.9 1.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 9.9 3.7% 5 +0.3 pp +0.3 pp +1.0 pp +0.9 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 9.8 2.0% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
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☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 9.8 4.2% 5 +0.5 pp +0.6 pp +1.0 pp +1.4 pp
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☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 9.8 7.3% 2 +0.4 pp +7.3 pp +7.3 pp +7.3 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 9.7 2.9% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
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☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 9.4 1.0% 5 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
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☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 9.1 1.5% 5 +0.1 pp +0.4 pp +0.5 pp +0.6 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 9.1 3.8% 5 +0.1 pp +1.4 pp +1.4 pp +1.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 8.9 3.4% 5 +0.1 pp +0.1 pp -0.1 pp -0.0 pp
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☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 8.8 1.2% 4 -0.7 pp -0.3 pp +0.4 pp +1.2 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 8.8 2.6% 5 +0.1 pp +0.2 pp +0.0 pp +0.2 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 8.8 5.3% 6 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Kings Path Partners LLC CIK 0002030974 0.501 353 8.5 2.3% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 8.5 1.9% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
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☆CROBAN CIK 0001694663 0.128 81 8.3 3.7% 3 +0.3 pp +0.5 pp +3.7 pp +3.7 pp
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☆REDW Wealth LLC CIK 0001688931 0.503 104 8.1 2.9% 5 +0.3 pp +0.8 pp +1.2 pp +1.6 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.492 54 8.0 5.6% 4 +0.3 pp +0.6 pp +0.8 pp +5.6 pp
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☆Independence Bank of Kentucky CIK 0001730479 0.508 589 7.8 0.9% 4 +0.3 pp +0.5 pp +0.8 pp +0.9 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 7.8 4.3% 5 +0.0 pp +0.4 pp +0.8 pp +1.4 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 7.8 5.1% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 7.8 2.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 7.7 0.7% 5 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
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☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 7.7 1.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Grove Bank & Trust CIK 0001662212 0.546 886 7.6 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
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☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 7.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
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☆EWA, LLC CIK 0001835252 0.457 332 7.5 1.4% 2 -0.8 pp +1.4 pp +1.4 pp +1.4 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 7.4 0.9% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
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☆Stonebrook Private Inc. CIK 0002008738 0.377 271 7.2 1.3% 3 -0.5 pp -0.4 pp +1.3 pp +1.3 pp
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☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 7.2 2.4% 3 +0.1 pp +0.4 pp +2.4 pp +2.4 pp
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☆Invariant Investment Management CIK 0001850871 0.577 68 7.1 4.2% 2 -3.7 pp +4.2 pp +4.2 pp +4.2 pp
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☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 7.1 1.8% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 6.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 6.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 6.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 6.4 1.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 6.4 1.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 6.3 1.1% 3 -0.1 pp -0.5 pp +1.1 pp +1.1 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 6.3 2.7% 5 +1.3 pp +1.6 pp +1.9 pp +2.0 pp
☆Bellecapital International Ltd. CIK 0001600152 0.411 123 6.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 6.2 2.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.2 pp
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☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 6.1 3.1% 5 +0.2 pp +0.4 pp +0.3 pp +0.7 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 6.1 1.0% 4 -0.0 pp +0.0 pp +0.0 pp +1.0 pp
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☆Breakwater Capital Group CIK 0001964309 0.408 374 6.0 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 5.9 0.6% 3 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 5.9 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.9 0.7% 5 -0.1 pp -0.4 pp -0.6 pp -0.8 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 5.8 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 5.8 2.5% 5 +0.4 pp +0.6 pp +0.7 pp +0.5 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 5.8 2.4% 5 +0.4 pp +0.7 pp +0.9 pp +1.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.7 2.1% 6 +0.4 pp +0.4 pp +0.2 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 5.7 3.0% 2 +1.5 pp +3.0 pp +3.0 pp +3.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 5.7 2.1% 5 -0.5 pp -0.5 pp -0.1 pp +0.2 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 5.6 0.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 5.5 1.3% 5 +0.1 pp +0.2 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coign Capital Advisors LLC CIK 0002056441 0.342 88 5.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 5.5 1.5% 4 +0.0 pp +0.2 pp +0.1 pp +1.5 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 5.5 0.8% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 5.5 0.7% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 5.5 2.7% 5 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 5.4 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 5.4 0.4% 4 -0.3 pp -0.2 pp +0.1 pp +0.4 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 5.4 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 5.3 1.0% 5 +0.1 pp -0.6 pp -0.7 pp +0.8 pp
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☆Ferguson Johnson Wealth Management Inc CIK 0002109387 0.722 38 5.3 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 5.3 1.3% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 5.2 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 5.2 1.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 5.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 5.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp -0.1 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 5.0 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 4.9 1.2% 5 +0.2 pp +0.1 pp -0.4 pp -0.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 4.9 0.7% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.8 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 4.8 3.5% 5 +0.4 pp +0.5 pp +0.4 pp +0.3 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 4.7 1.7% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 4.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 4.7 0.7% 5 +0.2 pp +0.3 pp +0.4 pp +0.3 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 4.6 1.7% 4 -0.0 pp -0.0 pp +0.4 pp +1.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 4.5 3.7% 2 +0.3 pp +3.7 pp +3.7 pp +3.7 pp
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☆Tillman Hartley LLC CIK 0001966355 0.684 94 4.4 1.0% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
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☆ARWA LLC CIK 0002113621 0.167 139 4.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 3.6 0.5% 4 -0.0 pp -0.1 pp +0.2 pp +0.5 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 3.5 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 3.5 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
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☆Navigoe, LLC CIK 0002056100 0.632 1224 3.3 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
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☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 3.3 1.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
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☆Aurelius Family Office LLC CIK 0002053738 0.739 49 3.2 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 3.2 0.4% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.1 1.1% 3 -0.6 pp +1.0 pp +1.1 pp +1.1 pp
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☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 3.0 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆WILLIAM JOHN SEMPOLINSKI CIK 2149024 0.386 106 3.0 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 3.0 1.1% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 3.0 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 2.9 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
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☆Prospect Financial Group LLC CIK 0002021762 0.441 70 2.9 2.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 2.8 0.8% 4 -0.2 pp -0.1 pp +0.4 pp +0.8 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 2.8 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
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☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 2.7 1.7% 5 +0.3 pp +0.6 pp +0.4 pp +0.5 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 2.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆marrick wealth, LLC CIK 0002109850 0.626 62 2.7 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 2.7 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 2.6 1.4% 5 +0.1 pp +0.3 pp -1.5 pp +0.8 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 2.6 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 2.6 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.6 1.4% 4 +0.2 pp +0.8 pp +1.2 pp +1.4 pp
☆MOTCO CIK 0001306333 0.349 840 2.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.5 0.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 2.5 2.1% 2 -1.3 pp +2.1 pp +2.1 pp +2.1 pp
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☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 2.5 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.4 1.1% 6 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
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☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 2.3 1.8% 3 +0.0 pp +0.2 pp +1.8 pp +0.5 pp
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☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.0 0.2% 4 -0.1 pp -0.2 pp -0.0 pp +0.2 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 2.0 1.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 0.3 0.2% 5 -0.7 pp -0.7 pp -0.8 pp -0.8 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E6 Portfolios, LLC CIK 0002110817 0.358 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆JM2 Capital Inc. CIK 0002103359 0.210 121 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.3 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
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☆Vistica Wealth Advisors, LLC CIK 0002109247 0.586 54 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cerity Partners Retirement Plan Advisors LLC CIK 0002128338 0.503 34 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.1 0.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
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☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MidFirst Bank CIK 0002077076 0.526 943 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 +0.0 pp -0.1 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
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -2.3 pp -1.8 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
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -1.0 pp -0.8 pp -0.5 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status