Signals

← Signals

☆AVLV

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

Flow ranking

Rank#89
Score / z2.397 / 2.15
Consensus205.70 over 347 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 ▾
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,065.8 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 817.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 621.2 1.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 311.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 249.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 230.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 228.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 202.3 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 161.4 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 158.8 10.8% 4 -0.7 pp -0.5 pp -0.4 pp +10.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 134.3 1.0% 4 +0.1 pp -0.0 pp -0.0 pp +1.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 122.0 0.6% 4 -0.1 pp -0.1 pp +0.4 pp +0.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 116.7 1.7% 1 +1.7 pp -0.0 pp -0.1 pp +1.7 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 109.5 11.8% 4 +2.0 pp +2.5 pp +2.9 pp +11.8 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 108.2 7.4% 4 +0.4 pp +0.8 pp +1.0 pp +7.4 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 105.0 6.2% 4 +0.3 pp +0.7 pp +0.5 pp +6.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 104.1 2.7% 4 +0.1 pp +0.1 pp +0.0 pp +2.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 102.6 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 102.3 1.7% 4 -0.1 pp -0.0 pp -0.1 pp +1.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 101.8 0.0% 4 +0.0 pp +0.0 pp +0.0 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 98.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 96.7 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 93.8 1.1% 4 -0.1 pp -0.3 pp -0.3 pp +1.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 91.1 2.2% 2 -0.0 pp +2.2 pp -0.2 pp +2.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 91.1 12.0% 4 +0.6 pp +0.8 pp +0.7 pp +12.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 86.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 83.2 6.6% 4 +0.8 pp +1.4 pp +1.1 pp +6.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 79.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 75.6 7.7% 4 +0.2 pp +1.0 pp +1.3 pp +7.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 72.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 67.9 13.0% 3 +1.0 pp +12.2 pp +13.0 pp +13.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 66.1 8.2% 4 +4.0 pp +7.2 pp +7.3 pp +8.2 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 56.4 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 55.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 55.0 3.4% 4 +0.1 pp +0.2 pp +0.1 pp +3.4 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 54.0 5.3% 4 +0.3 pp +0.3 pp +0.4 pp +5.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 52.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 52.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 51.3 10.9% 4 +0.8 pp +0.9 pp +1.5 pp +10.9 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 51.0 10.1% 4 +0.5 pp +0.7 pp +0.8 pp +10.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 50.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 46.9 0.4% 4 -0.1 pp +0.2 pp -0.0 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 46.0 1.3% 1 +1.3 pp +1.3 pp +0.4 pp +1.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 44.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 44.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 42.9 11.4% 4 +0.5 pp +0.9 pp +0.8 pp +11.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 40.1 4.3% 4 +0.3 pp +0.4 pp +0.3 pp +4.3 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 38.8 7.0% 4 +0.7 pp +1.3 pp +0.3 pp +7.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 37.9 1.7% 4 +0.1 pp +0.1 pp +0.0 pp +1.7 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 35.0 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 31.5 2.4% 4 +2.3 pp +2.3 pp +2.3 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 29.7 0.7% 4 -0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 28.2 10.1% 4 +1.5 pp +2.9 pp +3.1 pp +10.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 28.0 5.9% 4 +0.4 pp +0.6 pp +0.7 pp +5.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 27.9 0.3% 4 -0.0 pp -1.0 pp -0.5 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 27.8 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 26.8 1.5% 4 +0.2 pp -0.4 pp -0.3 pp +1.5 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 23.9 13.3% 3 +0.9 pp +0.9 pp +13.3 pp +13.3 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 21.8 2.0% 4 -1.1 pp -1.0 pp -1.0 pp +2.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 21.6 4.9% 4 +0.9 pp +1.2 pp +1.1 pp +4.9 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 21.5 11.8% 4 +0.7 pp +2.4 pp +2.5 pp +11.8 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 21.4 3.9% 4 +0.3 pp +0.5 pp +0.6 pp +3.9 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 21.3 4.0% 4 +0.3 pp +0.5 pp +0.4 pp +4.0 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 20.4 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 20.3 2.9% 4 +0.1 pp +0.3 pp +0.3 pp +2.9 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 20.3 6.5% 4 +1.6 pp +0.9 pp +0.9 pp +6.5 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 20.2 1.5% 4 -0.3 pp -0.6 pp -0.7 pp +1.5 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 19.9 13.2% 4 +0.1 pp +0.1 pp +0.0 pp +13.2 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 19.5 2.0% 4 +0.4 pp +0.7 pp +1.1 pp +2.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 19.5 11.1% 4 +0.1 pp +0.2 pp +0.2 pp +11.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 19.3 1.6% 3 +0.2 pp +0.3 pp +1.6 pp +1.6 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 19.0 5.2% 4 +0.4 pp +0.4 pp -0.0 pp +5.2 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 18.7 2.1% 4 -0.7 pp -0.7 pp -0.9 pp +2.1 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 18.6 8.4% 4 +1.1 pp +1.8 pp +2.5 pp +8.4 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 18.6 7.8% 4 +0.3 pp +0.7 pp +1.0 pp +7.8 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 18.5 3.7% 4 +0.4 pp +0.6 pp +0.8 pp +3.7 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 18.2 10.1% 4 -0.5 pp +0.0 pp -0.6 pp +10.1 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 17.9 7.2% 4 +0.8 pp -0.0 pp +0.4 pp +7.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 17.7 0.3% 4 -0.1 pp -0.1 pp -0.4 pp +0.3 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 17.5 10.3% 4 +0.2 pp +0.5 pp +0.4 pp +10.3 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 17.1 7.6% 4 +0.7 pp +2.6 pp +3.0 pp +7.6 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 17.0 9.7% 2 -5.4 pp +9.7 pp +9.7 pp +9.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 15.8 2.2% 4 +0.1 pp +0.0 pp -0.3 pp +2.2 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 15.8 8.2% 4 +0.8 pp +2.5 pp +2.4 pp +8.2 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 15.7 0.6% 4 +0.2 pp +0.2 pp +0.1 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 15.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 15.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 15.1 4.5% 4 +0.4 pp +1.1 pp +1.8 pp +4.5 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 15.1 6.1% 4 +0.2 pp +0.3 pp +0.4 pp +6.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 15.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 14.8 3.3% 4 +0.3 pp +0.2 pp +0.2 pp +3.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 14.7 4.2% 4 +0.3 pp +0.2 pp +0.1 pp +4.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 14.7 0.5% 4 -0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 14.4 5.5% 4 -0.1 pp +0.0 pp -1.5 pp +5.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 14.1 1.3% 4 +0.1 pp +0.1 pp +0.3 pp +1.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 13.1 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 13.0 8.8% 5 +0.7 pp +1.0 pp +1.5 pp +1.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 12.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.7 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 12.7 4.5% 1 +4.5 pp +4.5 pp +1.5 pp +4.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 12.7 0.4% 4 +0.1 pp -0.3 pp -0.3 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kilner Capital Advisors, LLC CIK 0002109522 0.824 18 11.9 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 11.8 5.2% 4 +0.3 pp +0.6 pp +0.7 pp +5.2 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 11.6 9.3% 3 +0.8 pp +1.4 pp +9.3 pp +9.3 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 11.5 2.0% 3 +0.5 pp +1.0 pp +2.0 pp +2.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 11.5 5.1% 4 +0.1 pp +0.2 pp +0.2 pp +5.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 10.7 3.8% 4 +0.0 pp +0.2 pp +0.4 pp +3.8 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 10.6 2.4% 4 +0.3 pp +0.5 pp +0.6 pp +2.4 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 10.5 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 10.5 1.6% 4 +0.2 pp +0.3 pp +0.1 pp +1.6 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 10.3 1.9% 4 -0.0 pp -0.0 pp -0.1 pp +1.9 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 10.2 5.7% 3 +0.6 pp -0.2 pp +5.7 pp +5.7 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 10.1 5.0% 4 -0.1 pp +0.2 pp +0.3 pp +5.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.9 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 9.5 1.1% 4 +0.1 pp +0.2 pp +0.1 pp +1.1 pp
☆TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 9.4 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 9.1 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 9.1 6.5% 4 +0.6 pp +0.9 pp +1.0 pp +6.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 8.9 1.4% 4 -0.0 pp +0.2 pp +0.4 pp +1.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 8.9 1.8% 4 +0.2 pp +0.5 pp +0.6 pp +1.8 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 8.8 5.7% 5 +0.4 pp +0.5 pp +0.5 pp -1.4 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 8.8 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.6 0.5% 4 -0.0 pp -0.6 pp -0.7 pp +0.5 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 8.6 1.8% 4 +0.1 pp +0.2 pp +0.5 pp +1.8 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 8.5 4.0% 4 +0.1 pp +0.1 pp +0.0 pp +4.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 8.5 1.1% 4 -0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.439 69 8.4 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 8.4 0.9% 4 -0.1 pp +0.3 pp +0.4 pp +0.9 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 8.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 8.1 2.1% 3 -0.2 pp -0.6 pp +2.1 pp +2.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 8.1 2.1% 4 +0.2 pp +0.5 pp +0.5 pp +2.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 7.7 3.9% 4 +0.1 pp +0.2 pp +0.2 pp +3.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 7.5 1.4% 4 -0.5 pp -0.3 pp -0.3 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 7.2 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 7.1 4.8% 3 +1.0 pp +4.7 pp +4.8 pp +4.8 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 7.1 4.1% 4 -1.3 pp -2.6 pp -2.4 pp +4.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 7.1 1.8% 4 +0.2 pp +0.3 pp +0.5 pp +1.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.9 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.9 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 6.8 3.1% 4 +0.0 pp +0.4 pp +0.3 pp +3.1 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 6.8 1.6% 4 +0.1 pp +0.2 pp +0.3 pp +1.6 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 6.7 1.1% 4 +0.0 pp -0.0 pp +0.2 pp +1.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.6 0.9% 4 +0.1 pp +0.0 pp +0.0 pp +0.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 5.9 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 5.7 1.6% 4 +0.2 pp +0.4 pp +0.9 pp +1.6 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 5.6 2.4% 4 +0.1 pp +0.2 pp +0.1 pp +2.4 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.5 2.4% 5 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 5.5 1.4% 4 +0.2 pp +1.0 pp +1.1 pp +1.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 5.3 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 5.1 0.7% 1 +0.7 pp +0.1 pp +0.0 pp +0.7 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.0 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 5.0 3.8% 4 +0.4 pp +0.3 pp +0.8 pp +3.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 4.7 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 4.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 4.6 2.1% 4 +1.5 pp +1.6 pp +1.8 pp +2.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 4.5 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 4.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.5 2.6% 4 -0.0 pp -0.4 pp -0.5 pp +2.6 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.5 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 4.4 1.6% 4 -0.0 pp +0.0 pp -0.1 pp +1.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 4.4 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 4.3 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 4.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 4.1 1.7% 4 +0.1 pp +0.4 pp +0.3 pp +1.7 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 4.1 1.8% 4 +0.3 pp +0.5 pp +0.7 pp +1.8 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 4.0 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 3.9 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 3.9 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 3.8 1.1% 4 +0.0 pp -0.0 pp -0.2 pp +1.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 3.8 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 3.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 3.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 3.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 3.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 3.4 1.4% 3 +0.1 pp +0.3 pp +1.4 pp +1.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.3 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.3 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 3.3 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 3.2 1.5% 3 +0.2 pp +0.4 pp +1.5 pp +1.5 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 3.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 3.1 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 3.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 3.0 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 3.0 1.2% 4 +0.0 pp +0.0 pp -0.0 pp +1.2 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 2.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 2.9 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 2.8 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Well Done, LLC CIK 0001667132 0.522 202 2.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 2.7 0.9% 6 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 2.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 2.5 1.9% 4 +0.6 pp +0.9 pp +0.7 pp +1.9 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 2.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.5 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 2.4 1.1% 4 +0.1 pp +0.4 pp +0.5 pp +1.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 2.4 1.4% 4 +0.1 pp +0.1 pp -0.1 pp +1.4 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 2.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.4 1.3% 4 +0.1 pp +0.2 pp +0.1 pp +1.3 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 2.4 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 2.3 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 2.3 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 2.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 2.1 0.9% 4 +0.3 pp +0.4 pp +0.3 pp +0.9 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 2.0 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 2.0 0.9% 4 +0.1 pp +0.3 pp +0.4 pp +0.9 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 2.0 0.5% 4 -0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.9 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Directional Asset Management CIK 0002105817 0.159 83 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 1.8 1.3% 4 -3.4 pp -3.2 pp -3.3 pp +1.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 1.6 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 1.6 0.8% 4 +0.0 pp -0.0 pp -0.2 pp +0.8 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 1.5 1.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.8 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆DIXON FNANCIAL SERVICES, INC. CIK 0001909993 0.841 48 1.4 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.4 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.3 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 1.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.3 0.7% 4 +0.2 pp +0.3 pp +0.2 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.2 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 1.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 1.0 1.2% 3 +0.3 pp +0.8 pp +1.2 pp +1.2 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.0 0.7% 3 +0.4 pp +0.5 pp +0.7 pp +0.7 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆TOWLE & CO CIK 0001224014 0.032 59 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Level Financial Advisors CIK 0001871734 0.644 95 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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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☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -5.7 pp -5.2 pp -4.2 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -2.6 pp -2.6 pp -2.4 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.0 0.0% 0 -5.5 pp -5.0 pp -3.7 pp -3.8 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -8.1 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -11.2 pp -11.4 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 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 -0.6 pp -0.6 pp -0.8 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 AVLV). Qtrs Held counts distinct quarters this fund has actually held AVLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVLV position size. Δ columns are the percentage-point change in AVLV'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