Signals

← Signals

☆AVUV

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

Flow ranking

Rank#89
Score / z1.799 / 2.70
Consensus335.80 over 614 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Creative Planning CIK 0001540235 0.979 4196 1,672.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 606.3 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 508.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 275.5 13.7% 2 +0.0 pp +13.7 pp +13.7 pp +13.7 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 273.7 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 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 273.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 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 233.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 229.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 223.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 221.9 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 191.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 137.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 132.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 130.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 130.3 11.9% 2 +1.0 pp +11.9 pp +11.9 pp +11.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 127.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 125.3 3.9% 2 +0.4 pp +3.9 pp +3.9 pp +3.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 123.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 120.6 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 112.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 106.5 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 105.1 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 102.8 6.1% 2 +0.4 pp +6.1 pp +6.1 pp +6.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 99.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 85.7 8.8% 2 +5.4 pp +8.8 pp +8.8 pp +8.8 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 82.8 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 79.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 77.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 77.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 72.2 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 70.2 5.0% 2 +0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 68.9 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 63.3 7.5% 2 +0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 62.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 61.7 12.3% 2 +0.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 61.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 60.3 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 59.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 58.1 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 58.0 18.4% 2 -0.3 pp +18.4 pp +18.4 pp +18.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 57.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 54.4 2.7% 2 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 54.1 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 50.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 45.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 45.3 6.8% 4 +0.0 pp -0.5 pp -1.3 pp +6.8 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 45.1 7.3% 2 -0.5 pp +7.3 pp +7.3 pp +7.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 45.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 44.7 6.8% 2 +0.2 pp +6.8 pp +6.8 pp +6.8 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 44.3 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 41.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 40.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 40.8 2.5% 2 -1.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 39.2 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 38.7 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 38.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 37.3 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 37.3 12.6% 4 +0.4 pp -0.4 pp -0.9 pp +12.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 36.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 36.8 18.9% 2 +0.6 pp +18.9 pp +18.9 pp +18.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 35.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 33.7 5.8% 2 -1.1 pp +5.8 pp +5.8 pp +5.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 33.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 32.9 11.5% 2 -0.0 pp +11.5 pp +11.5 pp +11.5 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 32.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 31.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 31.1 22.5% 2 +0.1 pp +22.5 pp +22.5 pp +22.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 31.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 30.6 9.1% 2 -0.2 pp +9.1 pp +9.1 pp +9.1 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 30.3 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 30.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 30.0 10.0% 2 -0.3 pp +10.0 pp +10.0 pp +10.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 29.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 29.3 8.8% 2 +0.4 pp +8.8 pp +8.8 pp +8.8 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 29.0 9.3% 2 -0.1 pp +9.3 pp +9.3 pp +9.3 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 28.9 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 28.6 11.5% 3 +0.4 pp +0.7 pp +11.5 pp +11.5 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 27.9 6.3% 2 +0.8 pp +6.3 pp +6.3 pp +6.3 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 27.3 13.6% 2 -0.5 pp +13.6 pp +13.6 pp +13.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 27.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 27.1 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 26.8 12.4% 2 +0.7 pp +12.4 pp +12.4 pp +12.4 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 26.7 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 26.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 26.6 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 26.0 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 26.0 7.4% 2 +0.6 pp +7.4 pp +7.4 pp +7.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 25.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 24.6 4.1% 2 +0.6 pp +4.1 pp +4.1 pp +4.1 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 24.4 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 24.2 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 24.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 24.1 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 23.8 14.3% 2 +0.2 pp +14.3 pp +14.3 pp +14.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 23.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 23.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 23.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 22.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 22.8 6.8% 2 +0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 22.5 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 22.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 22.1 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆COWA, LLC CIK 0001844480 0.512 181 22.0 7.3% 2 +0.2 pp +7.3 pp +7.3 pp +7.3 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 21.8 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 21.7 4.0% 4 +0.2 pp -2.8 pp -3.5 pp +4.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 21.6 9.2% 2 +0.3 pp +9.2 pp +9.2 pp +9.2 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 21.6 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 21.2 8.5% 2 +1.3 pp +8.5 pp +8.5 pp +8.5 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 21.1 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 20.8 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 20.4 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 20.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 20.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 19.9 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 19.2 9.5% 2 +0.8 pp +9.5 pp +9.5 pp +9.5 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 19.0 5.0% 2 +0.2 pp +5.0 pp +5.0 pp +5.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 18.9 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 18.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 18.6 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 18.5 10.2% 2 +0.5 pp +10.2 pp +10.2 pp +10.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 18.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 18.0 10.0% 2 -0.5 pp +10.0 pp +10.0 pp +10.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 18.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 17.9 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 17.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 17.6 7.2% 2 +3.8 pp +7.2 pp +7.2 pp +7.2 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 17.5 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆BFSG, LLC CIK 0001706836 0.376 765 17.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 17.3 5.2% 2 +0.5 pp +5.2 pp +5.2 pp +5.2 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 17.2 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 17.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 17.1 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 17.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 16.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 16.6 2.6% 4 +0.2 pp +0.2 pp -0.2 pp +2.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 15.9 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 15.9 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 15.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 15.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 15.6 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 15.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 15.3 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 15.2 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 15.1 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 15.1 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 15.1 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
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☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 14.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Avondale Wealth Management CIK 0001738720 0.647 66 14.6 7.8% 2 +0.6 pp +7.8 pp +7.8 pp +7.8 pp
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☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 14.5 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 14.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 14.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 13.7 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 13.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 13.4 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 13.4 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 13.4 4.0% 2 +0.7 pp +4.0 pp +4.0 pp +4.0 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 12.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 12.8 5.4% 2 +0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 12.7 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 12.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 12.5 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 12.4 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
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☆Certified Advisory Corp CIK 0001731732 0.386 327 11.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 11.1 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆Ancora Advisors LLC CIK 0001446114 0.489 2040 11.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 9.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 9.6 1.5% 2 -0.8 pp +1.5 pp +1.5 pp +1.5 pp
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☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 5.7 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 5.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
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☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 5.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 5.6 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 5.6 2.2% 4 +0.6 pp +0.5 pp +0.6 pp +2.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 5.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 5.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 5.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 5.5 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
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☆Paragon Advisors, LLC CIK 0001799719 0.414 77 5.5 1.4% 2 +1.3 pp +1.4 pp +1.4 pp +1.4 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 5.4 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 5.4 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 5.4 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 5.3 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 5.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 5.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 5.2 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 5.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 5.2 4.1% 2 +0.6 pp +4.1 pp +4.1 pp +4.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 5.1 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 5.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 5.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 5.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Orion Capital Management LLC CIK 0001846758 0.392 504 4.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 4.6 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.3 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
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☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 4.2 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
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☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 4.1 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
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☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 4.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 4.0 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 4.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 3.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 3.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 3.8 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
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☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 3.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 3.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
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☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Friday Financial CIK 0002048792 0.653 108 2.9 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆NKCFO LLC CIK 0001757282 0.145 92 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆CAP Partners, LLC CIK 0002006870 0.188 155 2.7 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
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☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oceanside Advisors LLC CIK 0002012184 0.685 57 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Whelan Financial CIK 0001894921 0.754 101 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.5 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 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.5 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.4 0.0% 2 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.1 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 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
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 2 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 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
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.686 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.0 0.0% 0 -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% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 +0.0 pp -9.3 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.1 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
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.0 0.0% 0 -0.5 pp +0.0 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
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -3.3 pp +0.0 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
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Efficient Frontier Advisors LLC CIK 0002011188 0.857 22 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 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 AVUV). Qtrs Held counts distinct quarters this fund has actually held AVUV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVUV position size. Δ columns are the percentage-point change in AVUV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status