Signals

← Signals

☆AVLV

455 in-universe funds with a nonzero position in AVLV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#216
Score / z0.897 / 1.26
Consensus170.36 over 298 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 ▾
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1,042.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 824.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 815.4 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 298.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 197.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 190.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 182.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 167.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 136.7 11.5% 3 +0.2 pp +0.3 pp +11.5 pp +11.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 123.4 0.7% 3 +0.0 pp +0.5 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 116.3 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 100.7 6.9% 3 +0.3 pp +0.6 pp +6.9 pp +6.9 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 100.4 2.6% 3 +0.0 pp -0.0 pp +2.6 pp +2.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 100.1 1.7% 3 +0.1 pp -0.0 pp +1.7 pp +1.7 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 98.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 97.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 96.4 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 94.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 91.7 5.9% 3 +0.4 pp +0.2 pp +5.9 pp +5.9 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 87.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 86.3 9.7% 3 +0.4 pp +0.9 pp +9.7 pp +9.7 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 82.1 11.4% 3 +0.2 pp +0.1 pp +11.4 pp +11.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 82.0 2.2% 1 +2.2 pp -0.2 pp +2.2 pp +2.2 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 76.2 5.8% 3 +0.5 pp +0.3 pp +5.8 pp +5.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 73.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 72.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 65.6 7.5% 3 +0.9 pp +1.2 pp +7.5 pp +7.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 63.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 62.2 11.9% 2 +11.2 pp +11.9 pp +11.9 pp +11.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 53.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 51.6 3.3% 3 +0.1 pp +0.0 pp +3.3 pp +3.3 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 51.4 5.0% 3 +0.0 pp +0.1 pp +5.0 pp +5.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 50.7 0.5% 3 +0.3 pp +0.1 pp +0.5 pp +0.5 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 49.0 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 48.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 47.1 10.2% 3 +0.1 pp +0.7 pp +10.2 pp +10.2 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 46.0 9.7% 3 +0.2 pp +0.3 pp +9.7 pp +9.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 41.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 39.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 37.8 10.9% 3 +0.4 pp +0.3 pp +10.9 pp +10.9 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 37.3 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 35.9 4.2% 3 +3.2 pp +3.3 pp +4.2 pp +4.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 35.7 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 35.7 6.3% 3 +0.6 pp -0.4 pp +6.3 pp +6.3 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 32.8 3.0% 3 +0.0 pp +0.1 pp +3.0 pp +3.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 30.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 29.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 28.1 2.9% 3 -0.0 pp -0.2 pp +2.9 pp +2.9 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 27.4 4.0% 3 +0.3 pp +0.2 pp +4.0 pp +4.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 27.1 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 25.2 0.3% 3 -0.9 pp -0.4 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 24.3 5.5% 3 +0.2 pp +0.3 pp +5.5 pp +5.5 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 24.1 8.7% 3 +1.4 pp +1.7 pp +8.7 pp +8.7 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 23.1 1.4% 3 -0.6 pp -0.5 pp +1.4 pp +1.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 21.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 21.2 12.3% 2 -0.0 pp +12.3 pp +12.3 pp +12.3 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 20.4 5.7% 3 +0.5 pp +1.5 pp +5.7 pp +5.7 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 19.8 3.6% 3 +0.2 pp +0.3 pp +3.6 pp +3.6 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 19.7 11.1% 3 +1.7 pp +1.8 pp +11.1 pp +11.1 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 19.7 13.1% 3 +0.0 pp -0.1 pp +13.1 pp +13.1 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 19.7 2.8% 3 +0.2 pp +0.2 pp +2.8 pp +2.8 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 19.3 1.8% 3 -0.3 pp -0.4 pp +1.8 pp +1.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 18.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 18.4 3.8% 3 +0.2 pp +0.1 pp +3.8 pp +3.8 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 18.2 11.0% 3 +0.1 pp +0.1 pp +11.0 pp +11.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 17.7 0.4% 3 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 17.4 7.5% 3 +0.4 pp +0.7 pp +7.5 pp +7.5 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 16.8 10.1% 3 +0.3 pp +0.3 pp +10.1 pp +10.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 16.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 16.4 10.6% 3 +0.5 pp -0.1 pp +10.6 pp +10.6 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 16.2 4.8% 3 +0.1 pp -0.4 pp +4.8 pp +4.8 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 16.0 1.7% 3 +0.3 pp +0.7 pp +1.7 pp +1.7 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 15.8 3.2% 3 +0.2 pp +0.3 pp +3.2 pp +3.2 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 15.5 7.0% 3 +2.0 pp +2.3 pp +7.0 pp +7.0 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 15.2 7.3% 3 +0.7 pp +1.4 pp +7.3 pp +7.3 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 15.1 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 14.8 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 14.7 6.3% 3 -0.9 pp -0.4 pp +6.3 pp +6.3 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 14.4 2.1% 3 -0.1 pp -0.4 pp +2.1 pp +2.1 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 14.3 7.3% 3 +1.7 pp +1.6 pp +7.3 pp +7.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 13.6 3.9% 3 -0.0 pp -0.2 pp +3.9 pp +3.9 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 13.5 5.9% 3 +0.1 pp +0.2 pp +5.9 pp +5.9 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 13.5 4.9% 3 -0.7 pp -0.7 pp +4.9 pp +4.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 13.4 4.1% 3 +0.7 pp +1.4 pp +4.1 pp +4.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 13.4 3.1% 3 -0.0 pp -0.0 pp +3.1 pp +3.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 13.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 13.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 13.1 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 13.1 5.6% 3 +0.1 pp -1.5 pp +5.6 pp +5.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 13.0 1.2% 3 +0.0 pp +0.3 pp +1.2 pp +1.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 11.4 8.1% 4 +0.3 pp +0.8 pp +1.0 pp +8.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 10.7 3.8% 3 +0.2 pp +0.4 pp +3.8 pp +3.8 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 10.6 5.0% 3 +0.1 pp +0.1 pp +5.0 pp +5.0 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 10.5 4.9% 3 +0.3 pp +0.4 pp +4.9 pp +4.9 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 10.3 8.5% 2 +0.7 pp +8.5 pp +8.5 pp +8.5 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 10.2 1.9% 3 -0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.560 80 10.1 5.1% 3 +0.2 pp +0.3 pp +5.1 pp +5.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.9 0.3% 3 -0.4 pp -0.4 pp +0.3 pp +0.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 9.6 1.1% 3 +0.5 pp +0.5 pp +1.1 pp +1.1 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 9.6 5.1% 2 -0.7 pp +5.1 pp +5.1 pp +5.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 9.6 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 9.4 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 9.3 5.4% 3 -1.3 pp -1.1 pp +5.4 pp +5.4 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 9.0 1.4% 3 +0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 9.0 2.1% 3 +0.2 pp +0.3 pp +2.1 pp +2.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 8.7 5.5% 4 +0.5 pp +1.8 pp +1.7 pp +5.5 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 8.6 1.9% 3 +0.1 pp +0.2 pp +1.9 pp +1.9 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 8.6 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 8.6 1.0% 3 +0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 8.5 0.5% 3 -0.6 pp -0.7 pp +0.5 pp +0.5 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 8.5 5.9% 3 +0.3 pp +0.4 pp +5.9 pp +5.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 8.2 5.3% 4 +0.1 pp +0.1 pp -1.8 pp +5.3 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 8.1 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 8.0 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 8.0 1.7% 3 +0.1 pp +0.4 pp +1.7 pp +1.7 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 7.9 1.5% 3 +0.3 pp +0.5 pp +1.5 pp +1.5 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.555 137 7.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 7.5 3.9% 3 -0.0 pp -0.1 pp +3.9 pp +3.9 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 7.3 1.6% 3 +0.3 pp +0.3 pp +1.6 pp +1.6 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 7.2 3.8% 3 +0.1 pp +0.0 pp +3.8 pp +3.8 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 7.1 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 7.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 6.9 1.9% 3 +0.2 pp +0.3 pp +1.9 pp +1.9 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 6.7 3.0% 3 +0.4 pp +0.3 pp +3.0 pp +3.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 6.5 1.1% 3 -0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 6.3 4.7% 3 +0.2 pp +0.1 pp +4.7 pp +4.7 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 6.3 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 6.2 1.6% 3 +0.1 pp +0.3 pp +1.6 pp +1.6 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 6.1 3.9% 2 +3.7 pp +3.9 pp +3.9 pp +3.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 5.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 5.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 5.2 2.5% 4 +0.0 pp -0.1 pp +0.2 pp +2.5 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 5.1 2.3% 3 +0.0 pp -0.0 pp +2.3 pp +2.3 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 4.9 1.4% 3 +0.2 pp +0.6 pp +1.4 pp +1.4 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 4.6 3.4% 3 -0.1 pp +0.4 pp +3.4 pp +3.4 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 4.6 1.2% 3 +0.8 pp +0.9 pp +1.2 pp +1.2 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 4.6 1.6% 3 +0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.3 2.7% 3 -0.4 pp -0.5 pp +2.7 pp +2.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 4.0 1.7% 3 +0.3 pp +0.3 pp +1.7 pp +1.7 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 4.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 4.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 3.8 1.0% 3 -0.1 pp -0.3 pp +1.0 pp +1.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 3.8 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 3.7 1.5% 3 +0.2 pp +0.5 pp +1.5 pp +1.5 pp
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☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 3.6 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
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☆Tillman Hartley LLC CIK 0001966355 0.684 94 3.5 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 3.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 3.0 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 3.0 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 3.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.9 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
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☆Orion Capital Management LLC CIK 0001846758 0.392 504 2.8 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.8 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 2.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Well Done, LLC CIK 0001667132 0.522 202 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆CAP Partners, LLC CIK 0002006870 0.188 155 2.2 1.2% 3 +0.1 pp +0.0 pp +1.2 pp +1.2 pp
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☆Team Hewins, LLC CIK 0001964760 0.899 40 2.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.4 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
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☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 1.2 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆Level Financial Advisors CIK 0001871734 0.644 95 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.3 0.2% 2 +0.1 pp +0.2 pp -0.0 pp -0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.3 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +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% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 3 +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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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
☆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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -8.1 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
☆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
☆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 -0.9 pp +0.0 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
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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 -1.4 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 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
☆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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 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
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -2.6 pp -2.6 pp -2.4 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -0.5 pp -0.4 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
☆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
☆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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.3 pp -0.3 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
☆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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.6 pp -0.7 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.0 0.0% 0 -0.4 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
☆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
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 -1.7 pp -1.8 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.6 pp -0.6 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
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -11.2 pp -11.4 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
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 -0.1 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
☆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
☆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
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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