Signals

← Signals

☆AVUS

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

Flow ranking

Rank#383
Score / z0.465 / 0.65
Consensus178.59 over 310 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+157% / 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 586.7 3.8% 3 +0.3 pp +0.8 pp +3.8 pp +3.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 425.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Oak Root LLC CIK 0002027377 0.950 10 324.8 39.3% 3 +1.1 pp +1.4 pp +39.3 pp +39.3 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 275.5 5.3% 3 -0.8 pp -1.0 pp +5.3 pp +5.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 258.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 221.3 0.3% 4 -0.1 pp -0.2 pp +0.2 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 188.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 187.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 140.1 11.5% 3 -0.0 pp -0.1 pp +11.5 pp +11.5 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 137.9 15.5% 3 -0.3 pp +0.4 pp +15.5 pp +15.5 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 125.4 22.9% 2 -0.1 pp +22.9 pp +22.9 pp +22.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 124.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 123.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 122.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 113.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 111.1 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 111.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 110.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 91.9 7.0% 3 -0.0 pp -0.1 pp +7.0 pp +7.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 83.9 9.7% 3 +2.0 pp +4.1 pp +9.7 pp +9.7 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 80.3 5.2% 3 +0.3 pp +0.5 pp +5.2 pp +5.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 78.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 78.1 4.7% 3 +0.4 pp -1.0 pp +4.7 pp +4.7 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 77.6 13.9% 3 +3.1 pp +9.8 pp +13.9 pp +13.9 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 76.1 25.2% 3 -0.8 pp -0.9 pp +25.2 pp +25.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 74.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 72.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 70.2 10.9% 3 -0.4 pp -0.8 pp +10.9 pp +10.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 69.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 64.4 4.8% 3 -0.3 pp -0.5 pp +4.8 pp +4.8 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 63.3 6.8% 3 +0.5 pp +1.8 pp +6.8 pp +6.8 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 58.3 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 57.6 7.8% 3 +0.1 pp +0.2 pp +7.8 pp +7.8 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 56.1 23.1% 3 +4.9 pp +4.1 pp +23.1 pp +23.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 56.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 55.0 36.5% 3 +0.2 pp +0.4 pp +36.5 pp +36.5 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 54.5 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 54.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 54.1 3.9% 3 +0.2 pp +0.3 pp +3.9 pp +3.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 52.0 3.1% 3 +0.9 pp +0.8 pp +3.1 pp +3.1 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 51.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 49.1 5.6% 3 -0.2 pp +0.5 pp +5.6 pp +5.6 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 48.0 17.2% 3 +1.0 pp +0.8 pp +17.2 pp +17.2 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 48.0 4.4% 3 +0.1 pp -0.2 pp +4.4 pp +4.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 47.9 1.3% 3 -1.5 pp -1.3 pp +1.3 pp +1.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 46.3 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 44.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Henrickson Nauta Wealth Advisors, Inc. CIK 0001903859 0.801 118 44.7 6.6% 3 -0.2 pp -0.3 pp +6.6 pp +6.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 43.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 43.4 6.7% 5 -0.5 pp -0.5 pp +0.7 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 43.3 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 43.2 5.6% 3 -0.1 pp -0.3 pp +5.6 pp +5.6 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 41.5 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 40.7 7.8% 3 +0.1 pp +0.5 pp +7.8 pp +7.8 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 40.6 4.9% 3 -0.3 pp -0.2 pp +4.9 pp +4.9 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 40.2 3.5% 5 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 40.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 39.5 0.5% 3 -0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆LEGACY FINANCIAL GROUP, INC. CIK 0001965579 0.699 104 39.2 10.3% 3 +0.5 pp +1.1 pp +10.3 pp +10.3 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 37.5 21.5% 4 +0.6 pp +1.2 pp +2.3 pp +21.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 37.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 37.2 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 35.9 10.4% 3 -0.0 pp -0.1 pp +10.4 pp +10.4 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 34.7 9.6% 3 +0.0 pp +0.0 pp +9.6 pp +9.6 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 34.2 0.4% 3 +0.2 pp +0.0 pp +0.4 pp +0.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 33.4 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 30.9 10.7% 3 +2.7 pp +4.3 pp +10.7 pp +10.7 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 30.4 15.3% 3 +0.1 pp +0.3 pp +15.3 pp +15.3 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 30.3 11.7% 3 -0.7 pp -0.9 pp +11.7 pp +11.7 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 30.1 7.9% 3 -2.8 pp -3.0 pp +7.9 pp +7.9 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 29.2 3.4% 3 +0.9 pp +1.2 pp +3.4 pp +3.4 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 28.5 8.3% 3 -0.1 pp -0.1 pp +8.3 pp +8.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 28.1 4.0% 5 -0.2 pp -0.5 pp -0.7 pp -0.9 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 27.3 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 27.0 8.3% 3 +0.5 pp +0.5 pp +8.3 pp +8.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 26.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 25.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 23.8 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.683 68 23.7 13.6% 3 +0.3 pp +0.2 pp +13.6 pp +13.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 23.0 9.0% 3 -0.5 pp -0.6 pp +9.0 pp +9.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 21.7 1.3% 2 -2.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 21.0 6.6% 3 -0.1 pp +0.5 pp +6.6 pp +6.6 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 20.4 7.4% 3 -0.9 pp -3.1 pp +7.4 pp +7.4 pp
☆Tanager Wealth Management LLP CIK 0001892929 0.750 158 20.3 2.0% 3 -0.2 pp -0.4 pp +2.0 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 19.8 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 19.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Trace Wealth Advisors, LLC CIK 0002055838 0.637 69 18.4 13.3% 3 -0.1 pp +0.0 pp +13.3 pp +13.3 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 18.3 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 18.0 4.9% 3 +0.2 pp +0.8 pp +4.9 pp +4.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 17.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 17.8 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 17.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 17.0 6.7% 3 +0.1 pp -0.0 pp +6.7 pp +6.7 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 16.5 6.3% 3 -0.3 pp -0.8 pp +6.3 pp +6.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 16.4 0.6% 3 +0.1 pp +0.1 pp +0.6 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 16.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 16.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 15.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 14.9 3.8% 3 +0.0 pp +0.0 pp +3.8 pp +3.8 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 14.5 3.0% 3 -0.0 pp -0.0 pp +3.0 pp +3.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 14.5 6.6% 3 -0.3 pp -0.5 pp +6.6 pp +6.6 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 14.3 10.7% 3 +0.0 pp +0.5 pp +10.7 pp +10.7 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 14.3 4.8% 3 -0.0 pp -0.0 pp +4.8 pp +4.8 pp
☆KWMG, LLC CIK 0001633024 0.515 153 13.8 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 13.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 13.2 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 13.2 1.5% 3 -0.2 pp -0.6 pp +1.5 pp +1.5 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 12.6 5.1% 3 -0.2 pp -0.3 pp +5.1 pp +5.1 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 12.3 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 12.0 6.0% 3 -0.6 pp -0.7 pp +6.0 pp +6.0 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 11.7 8.2% 3 +0.3 pp +0.8 pp +8.2 pp +8.2 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 11.5 4.7% 3 -0.1 pp -0.5 pp +4.7 pp +4.7 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 10.6 1.7% 1 +1.7 pp -0.0 pp +1.7 pp +1.7 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 10.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 10.0 3.0% 3 -0.2 pp -0.0 pp +3.0 pp +3.0 pp
☆Outbound Financial Inc CIK 2144328 0.605 45 9.8 7.7% 2 -0.2 pp +7.7 pp +7.7 pp +7.7 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 9.7 3.6% 3 -0.2 pp -0.8 pp +3.6 pp +3.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.2 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 9.2 4.9% 2 -0.2 pp +4.9 pp +4.9 pp +4.9 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 9.1 2.8% 3 +0.1 pp +1.3 pp +2.8 pp +2.8 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 9.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 9.0 5.3% 3 -0.7 pp -0.5 pp +5.3 pp +5.3 pp
☆Heirloom Wealth Management CIK 0001882903 0.450 61 9.0 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 9.0 2.0% 3 +0.1 pp -1.4 pp +2.0 pp +2.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 8.9 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 8.8 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 8.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Symmetry Inc CIK 0002004843 0.819 68 8.5 3.5% 3 -0.3 pp -0.6 pp +3.5 pp +3.5 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 8.4 3.8% 3 -0.0 pp +0.1 pp +3.8 pp +3.8 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 8.3 2.1% 3 +0.2 pp +0.6 pp +2.1 pp +2.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 8.1 2.3% 3 -0.5 pp -1.8 pp +2.3 pp +2.3 pp
☆BAYSHORE ASSET MANAGEMENT, LLC CIK 0001906790 0.783 52 8.0 3.3% 3 -0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vannoy Advisory Group, Inc. CIK 0002011808 0.808 30 7.8 5.0% 3 -0.0 pp +0.1 pp +5.0 pp +5.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 7.5 2.7% 3 -0.3 pp -0.3 pp +2.7 pp +2.7 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 7.4 4.2% 3 +0.1 pp +0.2 pp +4.2 pp +4.2 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 7.3 3.9% 3 +0.2 pp -8.1 pp +3.9 pp +3.9 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 7.3 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 7.3 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 7.2 3.7% 3 -0.1 pp +0.0 pp +3.7 pp +3.7 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 7.1 3.2% 3 +0.5 pp +1.4 pp +3.2 pp +3.2 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 7.1 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 7.1 3.9% 3 -0.6 pp -0.9 pp +3.9 pp +3.9 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 7.0 0.4% 3 -0.4 pp -0.5 pp +0.4 pp +0.4 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 7.0 3.3% 3 -0.1 pp -0.4 pp +3.3 pp +3.3 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.9 2.9% 3 -0.1 pp -0.4 pp +2.9 pp +2.9 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 6.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 6.7 3.5% 3 +0.0 pp -0.1 pp +3.5 pp +3.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 6.7 3.1% 3 -0.1 pp -0.3 pp +3.1 pp +3.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 6.6 1.8% 3 +0.5 pp +0.7 pp +1.8 pp +1.8 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 6.4 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 6.2 4.3% 3 +0.2 pp +0.1 pp +4.3 pp +4.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.2 0.0% 3 +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% 3 -0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 6.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 5.8 1.5% 3 +0.1 pp +0.2 pp +1.5 pp +1.5 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 5.6 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 5.5 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Eaton-Cambridge Inc. CIK 0002011052 0.862 70 5.5 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 5.3 1.2% 4 +0.3 pp +0.9 pp +1.2 pp +1.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 5.1 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 5.1 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 5.0 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆BLVD Private Wealth, LLC CIK 0002079537 0.396 71 4.9 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 4.7 3.4% 4 -0.4 pp -0.4 pp -0.8 pp +3.4 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 4.6 2.6% 4 -0.0 pp -0.1 pp +0.4 pp +2.6 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 4.6 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 4.6 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 4.4 1.1% 3 -0.0 pp +0.6 pp +1.1 pp +1.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 4.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 4.2 2.6% 3 -0.7 pp -0.7 pp +2.6 pp +2.6 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 4.1 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 4.1 2.2% 3 +0.3 pp +0.6 pp +2.2 pp +2.2 pp
☆Ruedi Wealth Management, Inc. CIK 0001940678 0.835 62 4.0 1.0% 3 -0.1 pp -0.0 pp +1.0 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 3.9 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Triune Financial Partners, LLC CIK 0002040393 0.913 49 3.8 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J. Team Financial, Inc. CIK 0002107629 0.119 102 3.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 3.3 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 3.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 3.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.2 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 3.1 0.3% 1 +0.3 pp -0.1 pp +0.3 pp +0.3 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 3.0 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆RAM Investment Partners, LLC CIK 0001989672 0.850 127 3.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 2.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 2.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 2.7 1.3% 4 -0.2 pp -0.3 pp +0.4 pp +1.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 2.7 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 2.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 2.5 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 2.3 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 2.3 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 2.3 1.7% 3 -0.4 pp -0.4 pp +1.7 pp +1.7 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.2 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.2 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.0 0.0% 3 -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% 3 -0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pacific Asset Management, LLC CIK 0002054012 0.613 76 1.9 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.8 1.3% 3 +0.1 pp -1.4 pp +1.3 pp +1.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.7 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.6 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 1.6 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆CITIZENS & NORTHERN CORP (CZNC) CIK 0000810958 0.498 117 1.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 1.5 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keyes, Stange & Wooten Wealth Management, LLC CIK 0002011352 0.791 74 1.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.5 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
☆LAM GROUP, INC. CIK 0001961944 0.355 139 1.5 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 1.5 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 3 -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% 3 -0.1 pp -0.2 pp +1.2 pp +1.2 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 1.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 1.3 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.3 0.0% 3 -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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Paladin Wealth, LLC CIK 0002040377 0.148 134 1.3 0.9% 3 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 1.3 0.9% 4 +0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.2 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 1.2 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Aurelius Family Office LLC CIK 0002053738 0.739 49 1.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Group LLC CIK 0002021762 0.441 70 1.1 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 3 +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% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 1.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Capital, Inc. CIK 0000819535 0.576 120 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 1.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 1.0 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 0.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.8 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.8 0.0% 3 +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% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Strathmore Capital Advisors, Inc. CIK 0002021703 0.711 142 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.8 0.0% 3 +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% 3 +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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 0.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.5 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Asset Management Co Inc CIK 0001902024 0.851 94 0.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.3 0.0% 3 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.3 0.0% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.3 0.0% 2 +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% 3 +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% 3 +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% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 5 -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% 3 -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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 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% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 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 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ramsay, Stattman, Vela & Price, Inc. CIK 0001541399 0.522 84 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.0% 3 -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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.2 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.2 0.0% 2 -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% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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% 3 -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% 3 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 +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% 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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 3 +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% 2 +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% 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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% 3 -0.0 pp -0.0 pp +0.0 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% 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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 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
☆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
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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 -26.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 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
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -11.5 pp -11.3 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -3.1 pp -3.3 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.1 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
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -3.8 pp -3.9 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -12.5 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.8 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
☆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
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -11.9 pp -12.3 pp +0.0 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
☆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
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp -3.7 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
☆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
☆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
☆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
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -6.4 pp +0.0 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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.0 0.0% 0 -0.3 pp -0.3 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
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -1.2 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
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 +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% 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 -0.9 pp +0.0 pp +0.0 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
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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status