Signals

← Signals

☆AVLV

418 in-universe funds with a nonzero position in AVLV within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#163
Score / z1.159 / 1.74
Consensus177.65 over 306 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 1,016.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 787.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 723.4 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 257.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 186.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 164.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 154.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 150.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 142.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 126.9 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 126.2 11.3% 2 +0.1 pp +11.3 pp +11.3 pp +11.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 112.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 111.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 109.4 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 108.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 104.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 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 101.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 95.6 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 95.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 94.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 93.0 6.6% 2 +0.3 pp +6.6 pp +6.6 pp +6.6 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 81.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 79.4 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 78.9 9.3% 2 +0.4 pp +9.3 pp +9.3 pp +9.3 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 78.4 11.2% 2 -0.1 pp +11.2 pp +11.2 pp +11.2 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 71.5 5.2% 2 -0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 56.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 56.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 55.6 6.6% 2 +0.3 pp +6.6 pp +6.6 pp +6.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 50.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 50.0 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 48.0 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 44.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 43.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 43.5 10.1% 2 +0.6 pp +10.1 pp +10.1 pp +10.1 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 41.1 9.5% 2 +0.1 pp +9.5 pp +9.5 pp +9.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 35.2 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 35.2 10.5% 2 -0.1 pp +10.5 pp +10.5 pp +10.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 34.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 33.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 32.1 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 31.4 5.7% 2 -1.0 pp +5.7 pp +5.7 pp +5.7 pp
☆Verus Financial Partners, Inc. CIK 0001481714 0.906 127 31.0 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Pacific Life Fund Advisors LLC CIK 0001499091 0.000 27 28.2 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 25.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 25.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 25.1 11.2% 2 -0.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 24.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 23.9 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 21.1 5.3% 2 +0.1 pp +5.3 pp +5.3 pp +5.3 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 20.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 19.5 7.2% 2 +0.2 pp +7.2 pp +7.2 pp +7.2 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 18.7 13.1% 2 -0.1 pp +13.1 pp +13.1 pp +13.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 18.7 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 18.4 5.2% 2 +1.0 pp +5.2 pp +5.2 pp +5.2 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 18.3 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 17.9 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 17.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 17.7 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 17.5 10.9% 2 +0.0 pp +10.9 pp +10.9 pp +10.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.7 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 16.2 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 16.1 9.4% 2 +0.1 pp +9.4 pp +9.4 pp +9.4 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 15.8 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 15.4 7.1% 2 +0.4 pp +7.1 pp +7.1 pp +7.1 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 15.3 4.8% 2 -0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 15.1 9.8% 2 -0.0 pp +9.8 pp +9.8 pp +9.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 14.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 14.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 14.8 10.1% 2 -0.6 pp +10.1 pp +10.1 pp +10.1 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 14.0 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 13.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 13.7 5.5% 2 -1.6 pp +5.5 pp +5.5 pp +5.5 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 13.3 6.6% 2 +0.6 pp +6.6 pp +6.6 pp +6.6 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 13.3 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 13.2 5.6% 2 -0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 13.1 7.2% 2 +0.4 pp +7.2 pp +7.2 pp +7.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 12.9 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 12.8 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 12.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 12.6 5.8% 2 +0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 12.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 12.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 12.0 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 12.0 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 11.5 6.7% 2 +0.2 pp +6.7 pp +6.7 pp +6.7 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 11.4 5.7% 2 -0.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 11.1 5.0% 2 +0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 10.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 10.8 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.7 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 10.6 3.4% 2 +0.7 pp +3.4 pp +3.4 pp +3.4 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 10.6 7.8% 3 +0.5 pp +0.7 pp +7.8 pp +7.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 10.2 4.9% 2 -0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 10.0 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 9.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 9.7 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 9.4 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 9.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 9.2 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 9.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆SENTINEL WEALTH MANAGEMENT, INC. CIK 0001929328 0.688 39 9.1 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 8.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 8.2 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 8.1 5.0% 3 +1.2 pp +1.2 pp +5.0 pp +5.0 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 7.9 5.2% 3 -0.0 pp -1.9 pp +5.2 pp +5.2 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 7.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 7.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 7.6 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 7.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 7.1 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 7.1 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 7.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 6.9 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Vestment Financial LLC CIK 0002056705 0.756 41 6.8 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 6.7 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 6.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 6.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 6.6 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 6.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 6.3 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 5.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 5.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 5.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 5.7 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.5 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 5.4 0.0% 2 -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% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 5.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 5.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 5.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 4.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 4.7 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 4.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 4.6 2.4% 3 -0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 4.5 3.5% 2 +0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 4.3 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 4.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 4.1 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 4.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 3.8 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 3.5 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 3.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 3.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 3.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 3.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 3.1 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 3.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 3.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 2.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 2.8 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 2.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 2.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 2.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
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☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 2.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 2.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 2.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 2.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 1.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 1.8 0.7% 4 +0.0 pp +0.0 pp +0.2 pp +0.7 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Wedmont Private Capital CIK 0001904274 0.771 949 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Level Financial Advisors CIK 0001871734 0.644 95 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.3 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.2 0.1% 1 +0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategent Financial, LLC CIK 0002052737 0.741 41 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.2 0.0% 2 -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% 2 +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% 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 2 -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% 2 -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% 2 -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% 1 +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% 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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 +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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 2 -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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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% 3 -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% 2 -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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.727 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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% 2 -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% 2 +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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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% 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% 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% 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
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -2.5 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 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
☆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
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.9 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
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -1.4 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
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 0.0 0.0% 0 -0.2 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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 -8.1 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
☆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
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.9 pp +0.0 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
☆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
☆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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.3 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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