Signals

← Signals

☆AVLV

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

Flow ranking

Rank#314
Score / z0.681 / 0.85
Consensus157.36 over 273 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-10% / 1.0d

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 1,102.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 751.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 672.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 208.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 161.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 150.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 139.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 134.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 126.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 111.0 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 106.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 105.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 102.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 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 95.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 92.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 91.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 90.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 88.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 84.1 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 81.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 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 75.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 75.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 71.6 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 70.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 70.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 70.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 56.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 50.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 50.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 46.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 46.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 44.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 41.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 38.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 38.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 36.6 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 35.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 35.5 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 34.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 33.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 33.1 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 32.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 28.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 28.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 28.5 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 24.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 23.6 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 22.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 22.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 21.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 19.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 18.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 18.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Summit X, LLC CIK 0001697729 0.000 0 18.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 17.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 17.3 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 17.0 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 16.6 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 16.3 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 15.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 15.1 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 15.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 14.5 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 14.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 14.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 14.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 13.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 13.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 13.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 12.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 12.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 12.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 12.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 12.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 11.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 11.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 11.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 11.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 11.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 10.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 10.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 10.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 10.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 10.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 10.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 9.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 9.5 7.3% 2 +0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 9.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 9.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 9.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 8.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 8.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 8.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 8.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 8.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 8.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 7.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.8 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 7.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 7.2 5.2% 2 -1.9 pp +5.2 pp +5.2 pp +5.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 6.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 6.8 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 6.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 6.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 6.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 6.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 6.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 6.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 5.9 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 5.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 5.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 5.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 5.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 5.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 4.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 4.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 4.0 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 4.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 3.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 3.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 3.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 1.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 1.5 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.2 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% 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% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 1 +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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +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% 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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -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
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.2 pp -0.4 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status