Signals

← Signals

☆AVUS

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

Flow ranking

Rank#64
Score / z3.454 / 3.11
Consensus236.01 over 400 funds
Momentumno 12m return

Price & positioning

247 cached closes, trailing year
Drawdownno history
Short interest+96% / 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 638.7 4.1% 4 +0.3 pp +0.6 pp +1.1 pp +4.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 460.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Oak Root LLC CIK 0002027377 0.950 10 323.1 39.4% 4 +0.1 pp +1.2 pp +1.5 pp +39.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 265.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 259.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 232.7 0.3% 5 +0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 214.5 4.0% 4 -1.2 pp -2.0 pp -2.3 pp +4.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 203.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 179.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Financial Plan, Inc. CIK 0002107584 0.868 95 155.0 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 150.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 148.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 127.3 23.5% 3 +0.6 pp +0.5 pp +23.5 pp +23.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 121.2 0.6% 3 -0.2 pp -0.4 pp +0.6 pp +0.6 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 117.2 9.5% 4 -2.0 pp -2.0 pp -2.1 pp +9.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 114.3 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 110.5 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 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 108.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 107.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 97.6 11.0% 4 -4.5 pp -4.8 pp -4.2 pp +11.0 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 97.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 95.3 5.7% 4 +0.5 pp +0.8 pp +1.0 pp +5.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 89.2 7.0% 4 -0.1 pp -0.1 pp -0.2 pp +7.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 86.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 82.4 14.4% 4 +0.5 pp +3.6 pp +10.4 pp +14.4 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 81.5 11.4% 1 +11.4 pp -0.6 pp -1.0 pp +11.4 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 81.4 10.1% 4 +0.3 pp +2.4 pp +4.5 pp +10.1 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 77.7 24.4% 4 -0.9 pp -1.7 pp -1.8 pp +24.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 76.7 4.3% 4 -0.3 pp +0.1 pp -1.4 pp +4.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 72.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 70.7 10.7% 4 -0.2 pp -0.6 pp -1.0 pp +10.7 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 68.3 4.9% 4 +0.1 pp -0.2 pp -0.4 pp +4.9 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 67.3 7.4% 4 +0.6 pp +1.1 pp +2.4 pp +7.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 64.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 61.3 1.7% 4 -0.0 pp -0.0 pp -0.1 pp +1.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 60.0 0.3% 4 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 58.1 7.7% 4 -0.1 pp +0.0 pp +0.2 pp +7.7 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 57.4 36.9% 4 +0.4 pp +0.6 pp +0.8 pp +36.9 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 55.8 23.3% 4 +0.1 pp +5.0 pp +4.3 pp +23.3 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 54.6 8.9% 3 +3.3 pp +3.3 pp +8.9 pp +8.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 54.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 52.5 3.8% 4 -0.1 pp +0.0 pp +0.2 pp +3.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 51.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 49.9 2.9% 4 -0.2 pp +0.7 pp +0.6 pp +2.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 49.1 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 48.5 6.1% 4 +0.5 pp +0.4 pp +0.2 pp +6.1 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 48.1 16.3% 4 -0.9 pp +0.1 pp -0.2 pp +16.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 47.9 1.3% 4 +0.0 pp -1.5 pp -1.3 pp +1.3 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 47.6 5.0% 4 -0.6 pp -0.7 pp -0.1 pp +5.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 47.3 4.3% 4 -0.1 pp +0.0 pp -0.3 pp +4.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 45.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 45.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 44.7 7.0% 6 +0.3 pp -0.2 pp -0.2 pp +1.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 43.6 3.6% 6 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 42.3 0.4% 4 +0.0 pp +0.2 pp +0.0 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 42.3 0.5% 4 -0.1 pp -0.2 pp +0.2 pp +0.5 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 40.9 8.0% 4 +0.1 pp +0.3 pp +0.7 pp +8.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 40.6 5.0% 4 +0.1 pp -0.2 pp -0.1 pp +5.0 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 40.4 10.7% 4 +0.4 pp +0.9 pp +1.5 pp +10.7 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 40.3 7.5% 6 +7.0 pp +7.2 pp +7.2 pp +7.3 pp
☆Indivisible Partners CIK 0002098400 0.368 637 40.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 39.9 21.6% 5 +0.1 pp +0.7 pp +1.3 pp +2.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 39.8 0.6% 4 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 38.9 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 37.4 10.7% 2 -0.2 pp +10.7 pp +10.7 pp +10.7 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 37.3 9.8% 4 +0.2 pp +0.3 pp +0.3 pp +9.8 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 37.1 21.1% 1 +21.1 pp +21.1 pp +21.1 pp +21.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 34.5 3.6% 4 +0.3 pp +1.2 pp +1.5 pp +3.6 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 34.5 16.4% 4 +1.0 pp +1.1 pp +1.4 pp +16.4 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 34.5 9.2% 4 -1.2 pp -1.2 pp -1.3 pp +9.2 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 33.3 10.5% 4 -0.1 pp +2.6 pp +4.1 pp +10.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 31.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 30.8 8.8% 4 +0.5 pp +1.0 pp +1.0 pp +8.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 30.3 1.2% 4 -0.3 pp -0.5 pp -0.9 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 29.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 29.5 4.0% 6 +0.1 pp -0.1 pp -0.4 pp -0.6 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 29.1 12.1% 4 +0.4 pp -0.3 pp -0.6 pp +12.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 27.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 26.9 0.9% 4 +0.0 pp +0.3 pp +0.2 pp +0.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 26.9 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 26.8 25.2% 1 +25.2 pp +25.2 pp +25.2 pp +25.2 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 26.6 27.2% 1 +27.2 pp +27.2 pp +27.2 pp +27.2 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 26.4 7.6% 4 -0.7 pp -0.9 pp -0.9 pp +7.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 25.2 6.9% 4 -1.0 pp -3.9 pp -4.0 pp +6.9 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 24.8 13.7% 4 +0.1 pp +0.4 pp +0.2 pp +13.7 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 22.9 8.7% 4 -0.3 pp -0.9 pp -0.9 pp +8.7 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 21.9 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 21.8 6.1% 4 -0.5 pp -0.7 pp -0.8 pp +6.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 21.7 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 21.4 1.3% 3 -0.0 pp -2.0 pp +1.3 pp +1.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 20.9 6.2% 4 -0.3 pp -0.4 pp +0.2 pp +6.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 20.8 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 20.0 3.6% 4 -1.3 pp -1.1 pp -0.5 pp +3.6 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 19.9 1.9% 4 -0.1 pp -0.3 pp -0.5 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 19.4 6.9% 4 -0.5 pp -1.5 pp -3.7 pp +6.9 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 18.8 7.8% 4 +1.1 pp +1.1 pp +1.1 pp +7.8 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 18.7 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 17.7 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 17.5 13.1% 4 -0.2 pp -0.2 pp -0.1 pp +13.1 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 17.4 1.5% 4 +0.4 pp +0.4 pp +0.4 pp +1.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 17.1 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 17.0 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 15.6 1.9% 4 +0.4 pp +0.3 pp +0.1 pp +1.9 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 15.3 6.1% 4 -0.2 pp -0.5 pp -0.9 pp +6.1 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 15.1 11.0% 4 +0.2 pp +0.3 pp +0.7 pp +11.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 15.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 15.0 3.7% 4 -0.1 pp -0.1 pp -0.1 pp +3.7 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 14.8 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 14.7 5.1% 4 +0.2 pp +0.2 pp +0.2 pp +5.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 14.7 2.8% 4 -0.2 pp -0.2 pp -0.2 pp +2.8 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 14.4 6.8% 4 +0.2 pp -0.0 pp -0.3 pp +6.8 pp
☆KWMG, LLC CIK 0001633024 0.515 153 14.0 1.2% 4 -0.0 pp +0.0 pp +0.0 pp +1.2 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 13.6 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 13.6 0.7% 4 +0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 13.0 5.7% 1 +5.7 pp +5.7 pp -0.7 pp +5.7 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 12.5 5.4% 4 +0.3 pp +0.1 pp +0.0 pp +5.4 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 12.3 8.2% 4 -0.0 pp +0.2 pp +0.8 pp +8.2 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 12.2 3.3% 4 +0.3 pp +0.1 pp +0.3 pp +3.3 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 12.2 5.7% 4 -0.3 pp -0.9 pp -1.0 pp +5.7 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 11.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 11.6 2.1% 3 +0.0 pp +0.2 pp +2.1 pp +2.1 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 11.4 4.4% 4 -0.3 pp -0.4 pp -0.8 pp +4.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 11.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Wheels Up Wealth, Inc. CIK 0002107618 0.782 23 11.3 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 11.1 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆marrick wealth, LLC CIK 0002109850 0.626 62 10.7 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 10.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 10.5 1.7% 2 +0.0 pp +1.7 pp -0.0 pp +1.7 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 10.3 0.3% 1 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 10.1 3.6% 4 +0.1 pp -0.2 pp -0.4 pp +3.6 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 9.8 7.3% 3 -0.3 pp -0.5 pp +7.3 pp +7.3 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 9.5 3.2% 4 -0.5 pp -0.7 pp -1.3 pp +3.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 9.4 2.1% 4 +0.1 pp +0.2 pp -1.3 pp +2.1 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 9.2 4.0% 4 +0.1 pp +0.1 pp +0.2 pp +4.0 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 9.2 4.7% 3 -0.2 pp -0.4 pp +4.7 pp +4.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 8.9 3.9% 4 +0.6 pp +0.5 pp +0.2 pp +3.9 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 8.9 2.4% 4 +0.6 pp +1.0 pp +1.3 pp +2.4 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 8.8 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 8.7 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.7 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 8.7 3.4% 4 +0.2 pp +0.1 pp +0.1 pp +3.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.5 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 8.5 2.1% 4 -0.1 pp +0.1 pp +0.6 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 8.2 1.5% 4 -0.1 pp -0.2 pp -0.2 pp +1.5 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 8.1 5.0% 4 +1.1 pp +1.3 pp -6.9 pp +5.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 8.0 4.6% 4 +0.4 pp +0.6 pp +0.6 pp +4.6 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 8.0 4.6% 4 -0.6 pp -1.4 pp -1.2 pp +4.6 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 8.0 3.3% 4 +0.2 pp +0.1 pp -0.1 pp +3.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 7.9 0.8% 4 -0.1 pp -0.2 pp -0.2 pp +0.8 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.9 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 7.8 2.2% 4 -0.1 pp -0.6 pp -1.8 pp +2.2 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 7.8 4.9% 4 -0.0 pp -0.0 pp +0.0 pp +4.9 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 7.6 2.6% 4 -0.1 pp -0.4 pp -0.4 pp +2.6 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 7.4 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 7.4 4.0% 4 +0.1 pp -0.5 pp -0.8 pp +4.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 7.4 3.6% 4 -0.1 pp -0.2 pp -0.0 pp +3.6 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 7.4 3.3% 4 +0.1 pp +0.6 pp +1.5 pp +3.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.9 3.1% 4 +0.2 pp +0.1 pp -0.1 pp +3.1 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 6.8 3.3% 4 -0.1 pp -0.1 pp -0.2 pp +3.3 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 6.7 0.4% 4 -0.0 pp -0.4 pp -0.5 pp +0.4 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 6.5 1.3% 4 -0.1 pp -0.3 pp -0.3 pp +1.3 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 6.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 6.3 4.5% 4 +0.2 pp +0.4 pp +0.3 pp +4.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 6.2 1.6% 4 +0.1 pp +0.2 pp +0.3 pp +1.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 6.1 1.9% 4 -0.1 pp -0.1 pp +0.0 pp +1.9 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.0 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 5.9 2.4% 3 -0.1 pp -0.3 pp +2.4 pp +2.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 5.8 1.8% 4 -0.0 pp -0.1 pp -0.1 pp +1.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 5.5 2.2% 4 +1.0 pp +0.9 pp +0.9 pp +2.2 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 5.4 1.2% 4 -0.1 pp -0.0 pp -0.2 pp +1.2 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 5.4 1.2% 4 +0.2 pp +0.1 pp +0.0 pp +1.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 5.3 1.1% 4 -0.0 pp -0.0 pp +0.0 pp +1.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 5.3 1.3% 5 +0.0 pp +0.4 pp +0.9 pp +1.2 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 5.2 3.0% 4 +0.4 pp -0.3 pp -0.3 pp +3.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.1 2.0% 4 +0.0 pp -0.1 pp -0.1 pp +2.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 5.1 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 4.8 1.3% 4 -0.0 pp -0.1 pp -0.3 pp +1.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 4.7 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 4.7 3.1% 5 -0.2 pp -0.6 pp -0.6 pp -1.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 4.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 4.6 1.9% 4 +0.1 pp +0.1 pp +0.1 pp +1.9 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 4.6 2.6% 5 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 4.5 3.9% 3 -0.4 pp -0.3 pp +3.9 pp +3.9 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 4.3 2.3% 4 +0.0 pp +0.3 pp +0.6 pp +2.3 pp
☆KWB Wealth CIK 0001822236 0.452 169 4.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 4.2 1.0% 4 -0.1 pp -0.1 pp +0.5 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.0 1.0% 4 -0.0 pp -0.1 pp -0.0 pp +1.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 3.6 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Cogent Private Wealth, Inc. CIK 0002078392 0.155 117 3.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 3.5 0.3% 2 -0.0 pp +0.3 pp -0.1 pp +0.3 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.792 39 3.4 2.1% 3 +1.3 pp +1.6 pp +2.1 pp +2.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 3.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 3.3 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 3.2 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 3.1 1.3% 5 +0.0 pp -0.2 pp -0.3 pp +0.4 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 3.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.0 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Altar Rock LLC CIK 2156071 0.071 77 3.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 3.0 0.4% 4 -2.2 pp -2.3 pp -2.3 pp +0.4 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 3.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 2.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 2.8 0.6% 4 +0.5 pp +0.5 pp +0.4 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.8 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 2.8 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
☆J. Team Financial, Inc. CIK 0002107629 0.119 102 2.8 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.7 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
☆Invariant Investment Management CIK 0001850871 0.577 68 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.6 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.6 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.6 0.4% 4 +0.0 pp -0.3 pp -0.3 pp +0.4 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.5 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 2.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.3 0.2% 4 +0.0 pp -0.0 pp -0.3 pp +0.2 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 2.3 1.8% 4 +0.1 pp -0.4 pp -0.3 pp +1.8 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 2.3 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 2.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 2.3 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 2.0 1.4% 4 -0.1 pp -0.1 pp -0.2 pp +1.4 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.9 1.1% 4 -0.1 pp -0.3 pp -0.3 pp +1.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.8 1.2% 4 -0.0 pp +0.1 pp -1.5 pp +1.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 1.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.7 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.7 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 1.6 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.6 0.5% 4 +0.1 pp -0.0 pp -0.1 pp +0.5 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 1.6 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 1.5 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 1.5 0.6% 4 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 1.5 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 1.5 1.0% 4 +0.2 pp +0.4 pp +0.6 pp +1.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.5 1.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 1.5 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.5 0.3% 4 -0.0 pp -0.3 pp -0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M Wealth Management, LLC CIK 0002026150 0.583 57 1.4 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 1.3 0.5% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 1.3 1.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 1.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.3 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.2 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 1.1 0.6% 4 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 1.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.1 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAKER BOYER NATIONAL BANK CIK 0001079398 0.795 94 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.0 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.0 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Cornerstone Capital, Inc. CIK 0000819535 0.576 120 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 1.0 0.8% 4 -0.0 pp +0.2 pp +0.1 pp +0.8 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 1.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 1.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.9 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.8 0.6% 4 -0.0 pp -0.1 pp -0.0 pp +0.6 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.8 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.8 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jordan Park Group LLC CIK 0001707975 0.885 68 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆POINCIANA ADVISORS GROUP, LLC CIK 0002054543 0.164 113 0.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.6 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.812 53 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.3 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RHL GROUP, LLC CIK 0002066311 0.079 271 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.3 0.0% 4 -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% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.2 0.1% 1 +0.1 pp +0.1 pp -3.7 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 3 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.2 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.1 0.0% 4 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +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 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 4 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 +0.0 pp +0.0 pp -26.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -7.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -3.1 pp -3.3 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 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
☆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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 -2.8 pp -2.7 pp -1.5 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -11.5 pp -11.3 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.6 pp -0.8 pp -0.8 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 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
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -3.8 pp -3.9 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 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 +0.0 pp -0.8 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.5 pp -0.5 pp -0.4 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -12.5 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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 AVUS). Qtrs Held counts distinct quarters this fund has actually held AVUS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVUS position size. Δ columns are the percentage-point change in AVUS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status