Signals

← Signals

☆AVUS

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

Flow ranking

Rank#252
Score / z0.869 / 1.09
Consensus191.96 over 329 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-29% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 376.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 350.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oak Root LLC CIK 0002027377 0.950 10 305.8 37.9% 1 +37.9 pp +37.9 pp +37.9 pp +37.9 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 260.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 224.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 194.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 168.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 165.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 137.0 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 122.5 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 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 115.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 111.8 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 108.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 106.8 26.0% 1 +26.0 pp +26.0 pp +26.0 pp +26.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 104.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 102.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 97.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 83.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 75.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 68.1 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 67.5 26.1% 1 +26.1 pp +26.1 pp +26.1 pp +26.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 66.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 65.7 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 61.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 61.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 60.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 58.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 57.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 53.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 51.3 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 49.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 47.8 36.1% 1 +36.1 pp +36.1 pp +36.1 pp +36.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 46.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 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 46.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 46.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 46.4 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 43.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 43.0 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 41.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 41.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 40.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 40.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 39.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 36.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 36.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 36.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 35.7 7.1% 3 +1.2 pp +1.1 pp +7.1 pp +7.1 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 35.1 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 34.6 3.3% 3 +0.2 pp +0.2 pp +3.3 pp +3.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 33.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 32.7 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 31.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 31.0 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 29.8 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 29.8 20.3% 2 +1.1 pp +20.3 pp +20.3 pp +20.3 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 26.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 26.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 26.3 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 25.9 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 25.5 4.4% 3 -0.2 pp -0.4 pp +4.4 pp +4.4 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 25.1 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 24.7 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 23.5 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 23.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 22.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 22.1 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 21.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 20.9 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 20.8 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 20.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 19.8 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 19.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 18.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 17.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 17.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 17.3 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 16.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 16.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 16.2 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 16.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 15.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 15.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 15.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 15.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 15.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 14.1 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 14.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 14.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 13.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 13.9 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 13.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 13.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 12.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 12.0 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆KWMG, LLC CIK 0001633024 0.515 153 12.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 11.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 11.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 11.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 11.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 11.4 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 11.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 11.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 11.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 11.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 10.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 9.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 9.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 9.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 9.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 9.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 8.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 8.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 8.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 8.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 8.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 8.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 8.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 8.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 7.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 7.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 7.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 7.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 6.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 6.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 6.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 6.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
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☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 5.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 5.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 5.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 5.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 5.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 5.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 5.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 4.9 3.8% 2 -0.4 pp +3.8 pp +3.8 pp +3.8 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 4.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Certified Advisory Corp CIK 0001731732 0.386 327 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 4.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 4.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 4.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 3.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 3.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆KWB Wealth CIK 0001822236 0.452 169 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Burk Holdings LLC CIK 0002079815 0.521 640 2.6 1.6% 2 +0.7 pp +1.6 pp +1.6 pp +1.6 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.3 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +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% 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
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +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
☆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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status