Signals

← Signals

☆AVUV

1180 in-universe funds with a nonzero position in AVUV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#58
Score / z3.828 / 3.45
Consensus408.78 over 759 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+55% / 1.0d ⚡

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Creative Planning CIK 0001540235 0.979 4196 2,231.0 1.5% 4 +0.1 pp +0.2 pp +0.4 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 736.7 0.8% 5 +0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 721.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 364.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 317.3 7.1% 4 +0.5 pp +0.7 pp +1.0 pp +7.1 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 313.0 14.5% 4 +0.7 pp +0.7 pp +0.7 pp +14.5 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 311.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 275.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 274.3 2.8% 4 +0.3 pp +0.2 pp +0.4 pp +2.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 274.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 192.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 168.6 4.8% 4 +0.6 pp +0.9 pp +1.2 pp +4.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 164.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 160.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 156.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 155.8 1.2% 4 +0.1 pp -0.1 pp -0.0 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 150.6 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 146.8 11.1% 4 -0.6 pp -0.8 pp +0.2 pp +11.1 pp
☆TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 134.0 7.1% 4 +0.7 pp +1.0 pp +1.4 pp +7.1 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 132.7 7.5% 4 +0.5 pp +0.5 pp +0.7 pp +7.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 120.1 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 116.2 3.0% 4 +0.1 pp +0.1 pp +0.1 pp +3.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 106.1 0.5% 4 +0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 105.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 97.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 96.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 95.3 2.6% 4 +0.2 pp +0.2 pp +0.3 pp +2.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 83.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 82.6 5.6% 4 +0.4 pp +0.6 pp +1.0 pp +5.6 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 77.6 2.3% 4 +0.1 pp +0.0 pp +0.2 pp +2.3 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 74.8 4.3% 4 +0.3 pp +2.4 pp +2.5 pp +4.3 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 69.9 7.5% 4 +0.1 pp +0.1 pp +0.2 pp +7.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 68.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 68.5 12.1% 4 -0.2 pp -0.2 pp +0.1 pp +12.1 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 67.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 66.7 4.4% 4 +0.3 pp +0.4 pp +0.6 pp +4.4 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 65.4 17.7% 4 -0.0 pp -0.7 pp -1.0 pp +17.7 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 65.1 2.1% 4 -0.0 pp +0.1 pp -0.3 pp +2.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 62.2 3.3% 4 -0.4 pp -0.5 pp -0.6 pp +3.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 61.8 0.6% 4 +0.1 pp +0.1 pp +0.4 pp +0.6 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 60.0 3.9% 4 +1.3 pp +1.2 pp +3.9 pp +3.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 59.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 56.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 55.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 53.9 7.3% 6 +0.5 pp +0.5 pp +0.5 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 52.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Partners, LLC CIK 0002109292 0.869 17 51.7 29.3% 1 +29.3 pp +29.3 pp +29.3 pp +29.3 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 50.9 3.2% 4 +0.7 pp +0.6 pp -0.9 pp +3.2 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 50.2 7.5% 4 +0.6 pp +0.7 pp +0.9 pp +7.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 48.8 20.1% 4 +0.8 pp +1.2 pp +1.8 pp +20.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 48.5 0.6% 4 -0.3 pp -0.8 pp -0.7 pp +0.6 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 47.8 6.7% 1 +6.7 pp -0.6 pp -1.1 pp +6.7 pp
☆KEB ASSET MANAGEMENT, LLC CIK 0001903035 0.825 137 47.3 9.1% 4 +1.4 pp +2.8 pp +3.6 pp +9.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 45.8 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 45.7 13.6% 6 +0.8 pp +1.0 pp +1.4 pp +0.6 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 45.3 1.0% 4 -0.0 pp +0.0 pp +0.2 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 45.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 44.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 44.7 1.1% 4 +0.1 pp -0.3 pp -0.2 pp +1.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 43.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 43.7 0.5% 4 +0.4 pp +0.3 pp +0.4 pp +0.5 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 43.5 3.8% 4 +0.4 pp +0.5 pp +0.7 pp +3.8 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 43.3 5.2% 4 +0.2 pp +0.3 pp +0.2 pp +5.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 39.9 0.3% 4 +0.0 pp +0.0 pp -0.2 pp +0.3 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 38.7 10.2% 4 +0.9 pp +1.1 pp +0.9 pp +10.2 pp
☆Three Arch Wealth Management LLC CIK 0002109462 0.747 69 37.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 37.7 1.8% 4 +0.1 pp -1.2 pp -1.1 pp +1.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 37.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 36.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 36.5 1.0% 4 +0.9 pp +0.9 pp +0.9 pp +1.0 pp
☆RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 36.4 12.3% 4 +0.4 pp +0.8 pp +0.8 pp +12.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 36.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 36.2 6.1% 4 +0.3 pp +0.3 pp -0.9 pp +6.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 36.1 3.9% 4 +0.2 pp +0.4 pp +0.7 pp +3.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 34.8 0.7% 4 +0.0 pp +0.0 pp +0.2 pp +0.7 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 34.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 34.4 9.1% 4 +0.5 pp +0.3 pp +0.8 pp +9.1 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 34.4 11.9% 4 +0.9 pp +10.0 pp +10.0 pp +11.9 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 33.9 1.5% 4 +0.3 pp +0.3 pp +0.9 pp +1.5 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 33.8 12.7% 5 +0.8 pp +1.2 pp +1.6 pp +1.9 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 33.8 20.0% 4 -2.6 pp -2.5 pp -2.4 pp +20.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 33.1 9.5% 4 +0.3 pp +0.2 pp +0.2 pp +9.5 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 33.0 5.1% 4 +0.5 pp +1.0 pp +1.6 pp +5.1 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 31.9 13.3% 4 +0.7 pp +3.3 pp +3.0 pp +13.3 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 31.9 12.9% 4 +0.4 pp +0.5 pp +1.2 pp +12.9 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 31.5 2.4% 4 +0.0 pp -0.3 pp -0.2 pp +2.4 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 31.0 4.0% 4 -0.3 pp -0.2 pp -0.1 pp +4.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 30.9 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 30.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 30.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 30.3 4.2% 4 +0.2 pp +0.2 pp +0.3 pp +4.2 pp
☆Hill Investment Group Partners, LLC CIK 0001979028 0.923 61 30.0 3.3% 4 +0.2 pp +0.4 pp +0.3 pp +3.3 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 29.5 2.1% 4 +0.2 pp +0.2 pp +0.2 pp +2.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 29.5 2.5% 4 +0.2 pp +0.2 pp +0.3 pp +2.5 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 29.5 12.9% 4 +0.1 pp -0.7 pp -1.2 pp +12.9 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 28.8 5.5% 4 +0.4 pp +0.6 pp +0.7 pp +5.5 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 28.7 2.0% 4 -0.2 pp -0.2 pp -0.2 pp +2.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 28.4 5.1% 4 +0.5 pp +0.5 pp +0.5 pp +5.1 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 27.5 14.9% 4 +0.6 pp +0.7 pp +0.9 pp +14.9 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 27.2 5.4% 4 +0.4 pp +0.3 pp +0.6 pp +5.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 26.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 26.3 4.0% 4 +0.5 pp +0.6 pp +0.7 pp +4.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 26.1 2.5% 4 +1.0 pp +1.5 pp +1.7 pp +2.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 25.7 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 25.7 6.8% 4 +0.5 pp +0.7 pp +1.0 pp +6.8 pp
☆Meritas Wealth Management, LLC CIK 0001990690 0.770 63 25.1 11.4% 4 +1.3 pp +1.9 pp +2.6 pp +11.4 pp
☆COWA, LLC CIK 0001844480 0.512 181 25.0 6.8% 4 -0.3 pp -0.5 pp -0.3 pp +6.8 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 24.8 6.6% 4 +0.5 pp -0.2 pp -0.1 pp +6.6 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 24.7 3.6% 4 +0.1 pp -0.3 pp -0.6 pp +3.6 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 24.7 2.2% 4 +0.2 pp +0.3 pp +0.4 pp +2.2 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 24.5 4.0% 4 +0.4 pp +0.9 pp +1.1 pp +4.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 24.1 6.6% 4 -2.1 pp -2.6 pp -2.3 pp +6.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 24.0 4.5% 6 +0.2 pp +0.5 pp +0.7 pp -2.3 pp
☆HMV Wealth Advisors, LLC CIK 0002054904 0.500 89 23.8 11.2% 4 +0.9 pp +1.0 pp +1.5 pp +11.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 23.8 0.9% 4 -0.1 pp -0.3 pp -0.5 pp +0.9 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 23.8 4.4% 3 +0.6 pp +0.6 pp +4.4 pp +4.4 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 23.7 6.8% 2 +0.4 pp +6.8 pp +6.8 pp +6.8 pp
☆WJ Interests, LLC CIK 0001727642 0.622 22 23.3 8.9% 4 +0.2 pp +0.4 pp +1.7 pp +8.9 pp
☆JRM Investment Counsel, LLC CIK 0001631084 0.892 21 22.8 6.1% 4 +0.9 pp +0.9 pp +1.4 pp +6.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 22.8 2.8% 3 +0.2 pp +0.3 pp +2.8 pp +2.8 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 22.6 6.0% 4 +0.5 pp +0.5 pp +0.7 pp +6.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 22.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 22.4 4.3% 4 +0.6 pp +0.9 pp +1.1 pp +4.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 22.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 21.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 21.8 3.3% 4 +0.4 pp +0.4 pp +0.4 pp +3.3 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 21.4 5.3% 4 +0.3 pp +0.3 pp +0.5 pp +5.3 pp
☆Parkshore Wealth Management, Inc. CIK 0002024251 0.801 72 21.3 7.1% 4 +0.1 pp -0.0 pp +3.7 pp +7.1 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 21.3 10.8% 4 +0.6 pp +0.8 pp +0.3 pp +10.8 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 21.2 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 20.8 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 20.8 0.6% 4 +0.0 pp -0.6 pp -0.5 pp +0.6 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 20.4 2.0% 4 +0.1 pp +0.2 pp +0.2 pp +2.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 20.3 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 20.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 20.0 1.8% 4 +0.5 pp +0.7 pp +0.7 pp +1.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 20.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 19.7 0.7% 4 +0.1 pp +0.1 pp +0.3 pp +0.7 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 19.6 10.8% 3 +1.3 pp +0.0 pp +10.8 pp +10.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 19.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 19.2 5.4% 4 +0.8 pp +1.4 pp +2.1 pp +5.4 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 19.0 0.7% 4 +0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 19.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.6 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 18.6 3.7% 4 +0.5 pp +0.6 pp +1.0 pp +3.7 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 18.5 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 18.4 2.7% 6 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Invariant Investment Management CIK 0001850871 0.577 68 18.2 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 18.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆BetterWealth, LLC CIK 0001911702 0.869 86 18.1 3.5% 4 -0.2 pp -0.0 pp +0.1 pp +3.5 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 18.0 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
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☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 17.5 3.3% 4 +0.2 pp +0.2 pp +0.2 pp +3.3 pp
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☆Avondale Wealth Management CIK 0001738720 0.648 66 17.4 8.5% 4 +0.4 pp +0.8 pp +1.4 pp +8.5 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 17.3 1.9% 4 +0.1 pp +0.2 pp +0.2 pp +1.9 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 17.1 3.1% 4 +0.3 pp +0.4 pp +0.5 pp +3.1 pp
☆Wallington Asset Management, LLC CIK 0001426754 0.539 61 17.0 2.3% 4 +0.2 pp +0.2 pp +0.3 pp +2.3 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 17.0 2.4% 4 +0.1 pp +0.2 pp +0.3 pp +2.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 16.9 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 16.9 3.3% 4 -0.1 pp -0.0 pp +0.2 pp +3.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 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 16.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 16.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 16.5 4.9% 4 +0.2 pp +0.2 pp +0.2 pp +4.9 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 16.4 6.8% 3 +0.8 pp +0.5 pp +6.8 pp +6.8 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 16.2 0.6% 4 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
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☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 15.5 2.4% 4 +0.2 pp +0.3 pp +0.4 pp +2.4 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 15.3 3.0% 4 +0.1 pp +0.1 pp +0.1 pp +3.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 15.2 3.5% 4 +0.3 pp +0.5 pp +0.4 pp +3.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 15.0 1.9% 4 +0.1 pp +0.1 pp +0.2 pp +1.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 15.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 14.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 14.8 0.9% 4 +0.2 pp +0.2 pp +0.1 pp +0.9 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 14.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 14.6 0.8% 4 +0.0 pp +0.1 pp -0.1 pp +0.8 pp
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☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 14.2 5.8% 4 +0.2 pp +0.4 pp +0.5 pp +5.8 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 14.1 2.0% 4 +0.5 pp +0.5 pp -0.3 pp +2.0 pp
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☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 14.0 3.2% 4 +0.3 pp +0.2 pp +0.4 pp +3.2 pp
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☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 13.9 1.8% 5 +0.2 pp +0.2 pp +0.4 pp +0.3 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 13.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Lutz Financial Services LLC CIK 0001737112 0.849 112 13.1 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
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☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 12.7 3.5% 4 +0.4 pp +0.5 pp +0.6 pp +3.5 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 12.6 1.5% 4 +0.6 pp +0.5 pp +0.4 pp +1.5 pp
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 12.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 11.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 11.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 11.3 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 11.2 2.0% 4 -0.0 pp -1.7 pp -1.6 pp +2.0 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 10.6 2.2% 4 +0.2 pp +0.3 pp +0.4 pp +2.2 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 8.6 3.9% 6 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 8.4 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
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☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 8.3 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
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☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 8.1 4.1% 4 +0.2 pp +0.2 pp +0.5 pp +4.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 8.1 0.7% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Torren Management, LLC CIK 0002096203 0.627 948 7.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 7.9 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 7.9 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 7.7 2.5% 4 +0.1 pp +0.1 pp +0.2 pp +2.5 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 7.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 7.7 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 7.7 3.3% 4 +1.1 pp +1.4 pp +1.4 pp +3.3 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 7.6 4.8% 4 +0.6 pp +1.0 pp +1.2 pp +4.8 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 7.6 6.1% 4 +0.4 pp +0.6 pp +0.8 pp +6.1 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 7.6 4.5% 4 -0.0 pp +0.9 pp +1.4 pp +4.5 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 7.5 4.3% 4 -0.7 pp -2.4 pp -2.2 pp +4.3 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 7.5 2.3% 4 +0.2 pp +0.2 pp +0.2 pp +2.3 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 7.5 1.7% 4 +0.4 pp +0.5 pp +1.2 pp +1.7 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 7.4 1.4% 4 +0.2 pp +0.3 pp +0.6 pp +1.4 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 7.4 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 7.3 2.0% 4 +0.4 pp -0.1 pp -0.0 pp +2.0 pp
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☆Pearl Planning LLC CIK 0002100519 0.696 58 7.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 7.2 1.7% 4 +0.1 pp +0.2 pp +0.3 pp +1.7 pp
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☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.0 2.4% 6 +0.2 pp +0.3 pp +0.9 pp +0.8 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 7.0 5.6% 4 +0.3 pp +0.3 pp +0.7 pp +5.6 pp
☆Tillman Hartley LLC CIK 0001966355 0.684 94 7.0 1.7% 4 +0.4 pp +0.4 pp +0.5 pp +1.7 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 6.9 3.1% 4 +0.3 pp +0.4 pp +0.5 pp +3.1 pp
☆FIDELITY D & D BANCORP INC (FDBC) CIK 0001098151 0.553 116 6.8 2.7% 4 +0.4 pp +0.4 pp +0.6 pp +2.7 pp
☆Trailhead Planners LLC CIK 0002109534 0.262 57 6.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 6.8 1.3% 4 +0.1 pp +0.0 pp +0.1 pp +1.3 pp
☆BENNINGFIELD FINANCIAL ADVISORS, LLC CIK 0002053653 0.825 19 6.8 5.4% 4 +0.8 pp +1.3 pp +1.9 pp +5.4 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 6.8 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 6.7 2.8% 3 +0.5 pp +0.6 pp +2.8 pp +2.8 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 6.6 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 6.6 0.6% 4 +0.0 pp +0.0 pp -0.2 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 6.5 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆Wright Wealth LLC CIK 0002046147 0.601 54 6.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Platt Wealth Management LLC CIK 0002109497 0.441 57 6.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.5 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 6.5 3.8% 4 +0.3 pp -0.0 pp +0.6 pp +3.8 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.4 0.2% 4 +0.0 pp -0.2 pp -0.1 pp +0.2 pp
☆Sensenig Capital Advisors, Inc CIK 0002092381 0.571 36 6.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 6.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Capstone Wealth Management, LLC CIK 0002019411 0.171 188 6.3 4.4% 4 +0.1 pp +0.1 pp -0.1 pp +4.4 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 6.3 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 6.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 6.3 2.8% 4 +0.2 pp +0.1 pp +0.2 pp +2.8 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 6.2 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 6.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 6.2 4.0% 4 +0.3 pp +0.4 pp +0.6 pp +4.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 6.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 6.1 3.4% 4 +0.4 pp +0.4 pp +0.5 pp +3.4 pp
☆EnRich Financial Partners LLC CIK 0001955091 0.784 67 6.1 1.6% 4 +0.3 pp +0.5 pp +0.6 pp +1.6 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 6.1 2.0% 4 +0.2 pp +0.2 pp +0.2 pp +2.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 6.0 3.2% 4 +0.1 pp -0.0 pp +0.1 pp +3.2 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.8 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 5.8 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 5.7 1.5% 4 -0.3 pp -0.3 pp -0.9 pp +1.5 pp
☆Bravera Wealth CIK 0002126773 0.454 352 5.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 5.5 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆Kane Co Wealth Management, Inc. CIK 0002109915 0.506 53 5.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 5.5 3.8% 4 +0.3 pp +0.6 pp +0.6 pp +3.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 5.4 0.3% 4 +0.0 pp -0.2 pp -0.3 pp +0.3 pp
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☆Orion Capital Management LLC CIK 0001846758 0.392 504 5.4 1.9% 4 +0.3 pp +0.2 pp +0.2 pp +1.9 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 5.3 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 5.3 0.9% 4 -0.0 pp -0.6 pp -0.6 pp +0.9 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 5.2 2.8% 4 +0.4 pp +0.6 pp +0.6 pp +2.8 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 5.2 1.4% 4 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Generations Wealth, LLC CIK 0002070529 0.610 36 5.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 5.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 4.9 1.5% 4 +0.2 pp +0.2 pp -0.1 pp +1.5 pp
☆Indivisible Partners CIK 0002098400 0.368 637 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 4.8 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 4.8 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 4.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 4.8 1.1% 4 +0.4 pp +0.3 pp +0.3 pp +1.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 4.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 4.6 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 4.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆SC&H Financial Advisors, Inc. CIK 0001907898 0.794 160 4.5 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 4.4 0.4% 4 -0.0 pp -1.0 pp -0.6 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 4.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DBK Financial Counsel, LLC CIK 0001904822 0.275 56 4.3 3.3% 4 +0.2 pp +0.3 pp +0.6 pp +3.3 pp
☆NKCFO LLC CIK 0001757282 0.145 92 4.3 1.3% 3 +0.4 pp +0.4 pp +1.3 pp +1.3 pp
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☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 4.2 1.4% 4 +0.1 pp +0.1 pp +0.2 pp +1.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Peirce Capital Management, LLC CIK 0002008166 0.664 45 4.1 1.6% 4 -0.1 pp -0.2 pp -0.1 pp +1.6 pp
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☆FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 0.591 109 4.1 2.4% 4 -0.0 pp -0.6 pp -0.3 pp +2.4 pp
☆PFC CAPITAL GROUP, INC. CIK 0002010374 0.481 89 4.1 1.8% 4 +0.3 pp +0.5 pp +0.8 pp +1.8 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 4.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 4.1 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆TANDEMGROWTH FINANCIAL ADVISORS LLC CIK 0002110449 0.761 27 4.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 4.0 1.5% 4 +0.2 pp +0.1 pp -0.6 pp +1.5 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 4.0 0.8% 4 +0.2 pp +0.4 pp +0.6 pp +0.8 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 4.0 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 3.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 3.9 1.6% 4 -0.0 pp -0.0 pp +0.0 pp +1.6 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 3.9 2.7% 5 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 3.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 3.9 2.5% 5 +0.2 pp +0.2 pp +0.3 pp -0.3 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 3.9 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 3.8 1.9% 4 +0.2 pp +0.6 pp +0.7 pp +1.9 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 3.8 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
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☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 3.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 3.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 3.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 3.7 0.4% 4 -0.6 pp +0.2 pp +0.3 pp +0.4 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 3.6 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 3.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 3.6 1.3% 4 +0.2 pp +0.2 pp +0.4 pp +1.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Troutman Wealth Management, LLC CIK 0002110807 0.623 38 3.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Emprise Bank CIK 0002018815 0.570 109 3.5 1.4% 4 +0.0 pp -0.0 pp -0.1 pp +1.4 pp
☆JDH Wealth Management, LLC CIK 0002022512 0.626 61 3.5 2.4% 4 +0.1 pp +0.1 pp +0.0 pp +2.4 pp
☆Altar Rock LLC CIK 2156071 0.071 77 3.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 3.5 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 3.4 1.8% 4 +0.1 pp +0.6 pp +0.7 pp +1.8 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 3.4 1.7% 4 +0.8 pp +0.9 pp +0.9 pp +1.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 3.4 1.2% 4 +0.1 pp -0.1 pp +0.1 pp +1.2 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 3.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 3.3 0.7% 4 +0.1 pp +0.1 pp -0.7 pp +0.7 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 3.3 1.1% 4 -0.4 pp -0.5 pp -0.6 pp +1.1 pp
☆Arbor Wealth Advisors LLC CIK 0002009890 0.688 60 3.3 2.3% 4 +0.3 pp +0.6 pp +0.7 pp +2.3 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 3.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 3.3 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 3.2 1.9% 4 +0.4 pp -0.0 pp +0.1 pp +1.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 3.2 0.5% 4 +0.1 pp +0.0 pp -0.3 pp +0.5 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 3.1 1.8% 4 +0.2 pp +0.2 pp +0.3 pp +1.8 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 3.1 1.1% 4 +0.0 pp +0.1 pp -2.2 pp +1.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 3.1 0.4% 4 +0.2 pp -0.0 pp -0.2 pp +0.4 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 3.1 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 3.0 0.8% 4 +0.0 pp -0.6 pp +0.7 pp +0.8 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 3.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 2.9 0.7% 4 +0.4 pp +0.4 pp +0.5 pp +0.7 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 2.9 0.9% 4 +0.1 pp -0.0 pp -0.0 pp +0.9 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 2.9 2.5% 4 +0.1 pp +0.1 pp -0.4 pp +2.5 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.9 1.6% 4 +0.0 pp +0.1 pp +0.1 pp +1.6 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 2.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Tranquility Partners, LLC CIK 0001783773 0.246 232 2.9 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆RDA Financial Network CIK 0001774086 0.257 284 2.9 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.9 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 2.9 1.2% 4 +0.1 pp +0.2 pp +0.4 pp +1.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 2.8 1.1% 4 +0.2 pp +0.0 pp -0.0 pp +1.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.8 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.8 1.6% 5 +0.2 pp +0.4 pp +0.4 pp +0.2 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 2.7 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.7 0.0% 4 -0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Gibraltar Capital Management, Inc. CIK 0001625986 0.386 124 2.7 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆Atala Financial Inc CIK 0002053756 0.240 121 2.7 1.8% 4 +0.3 pp +0.4 pp +0.5 pp +1.8 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 2.7 1.7% 4 +0.2 pp +0.2 pp +0.2 pp +1.7 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 2.7 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FMB WEALTH MANAGEMENT CIK 0002040224 0.675 74 2.6 1.1% 4 +0.1 pp -0.0 pp -0.1 pp +1.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 2.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 2.6 1.9% 4 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 2.5 0.4% 4 -0.0 pp -0.4 pp -0.4 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY ADVISORS, INC. CIK 0002047030 0.600 155 2.5 1.9% 4 +0.3 pp +0.4 pp +0.7 pp +1.9 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 2.5 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.5 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆COGENT STRATEGIC WEALTH LLC CIK 0002106852 0.489 58 2.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 2.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 2.4 0.6% 3 +0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 2.4 0.6% 4 -0.0 pp -0.1 pp +0.3 pp +0.6 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 2.4 1.1% 4 +0.1 pp +0.8 pp +0.8 pp +1.1 pp
☆VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 2.4 0.6% 4 -0.5 pp -0.5 pp -0.3 pp +0.6 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 2.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HBE Wealth Management, LLC CIK 0002104442 0.581 59 2.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 2.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 2.3 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 2.3 1.7% 4 +0.1 pp +0.1 pp +0.0 pp +1.7 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 2.3 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆55 North Private Wealth, LLC CIK 0002106457 0.556 304 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 2.2 1.1% 4 +0.6 pp +0.6 pp +0.4 pp +1.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.2 2.6% 4 +0.4 pp +0.5 pp +0.5 pp +2.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 2.1 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 2.1 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Cypress Point Wealth Management, LLC CIK 0001825611 0.592 142 2.1 0.4% 4 +0.0 pp +0.0 pp -0.2 pp +0.4 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.1 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆MOTCO CIK 0001306333 0.349 840 2.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.0 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 2.0 0.8% 4 +0.1 pp +0.0 pp -0.1 pp +0.8 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 2.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 2.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 2.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 2.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 2.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.9 0.9% 4 +0.1 pp +0.2 pp +0.3 pp +0.9 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 1.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 1.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 1.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 1.7 0.9% 4 +0.0 pp +0.4 pp +0.3 pp +0.9 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 1.7 0.6% 2 +0.1 pp +0.6 pp +0.1 pp +0.6 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.7 0.5% 4 +0.1 pp +0.1 pp -0.1 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Approach Retirement Advisors, LLC CIK 0002106948 0.452 82 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 1.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 1.6 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 1.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp -0.1 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.6 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.6 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 1.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 1.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 1.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 1.5 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 1.5 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaufman Rossin Wealth, LLC CIK 0002049750 0.651 112 1.5 0.8% 4 +0.1 pp +0.1 pp -0.0 pp +0.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.4 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.4 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 1.4 0.4% 4 +0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 1.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 1.4 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortuga Wealth Management, Inc CIK 0002118051 0.180 135 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WMS Group LLC CIK 0002113632 0.236 57 1.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 1.3 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 1.3 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 1.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.3 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 1.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Foundry Financial LLC CIK 0002085325 0.614 85 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Strategic Advisors LLC CIK 0001569119 0.191 164 1.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Brooklyn Investment Group CIK 0001795705 0.342 1827 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.0 0.5% 4 +0.0 pp +0.1 pp -0.0 pp +0.5 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.0 0.7% 4 +0.1 pp +0.3 pp +0.4 pp +0.7 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 1.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
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☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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☆Tenon Financial LLC CIK 0002020781 0.850 61 0.9 0.4% 4 +0.0 pp -0.1 pp +0.0 pp +0.4 pp
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☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 0.9 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.9 0.6% 4 +0.0 pp -0.0 pp -0.5 pp +0.6 pp
☆Dala Group, LLC CIK 2129058 0.300 68 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 0.9 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.9 0.7% 4 +0.2 pp +0.3 pp +0.5 pp +0.7 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.9 0.3% 6 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.8 0.1% 4 -0.2 pp +0.1 pp -0.2 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Camarda Financial Advisors, LLC CIK 0001536444 0.014 122 0.8 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.8 0.4% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.8 0.3% 4 -0.9 pp -1.0 pp -4.0 pp +0.3 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ProCore Advisors, LLC CIK 0002085963 0.257 84 0.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Belleair Asset Management, LLC CIK 0002108102 0.373 84 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.7 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
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☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Directional Asset Management CIK 0002105817 0.159 83 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆M Wealth Management, LLC CIK 0002026150 0.583 57 0.7 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MASTER'S WEALTH MANAGEMENT INC. CIK 0002056521 0.843 91 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 0.791 39 0.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
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☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆V2 Financial group LLC CIK 0002022843 0.490 123 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Strategent Financial, LLC CIK 0002052737 0.741 41 0.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Aureum Wealth Management, LLC CIK 0002093444 0.383 62 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.5 0.0% 4 -0.1 pp -0.1 pp -1.5 pp +0.0 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brickley Wealth Management CIK 0001712533 0.861 68 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆GDS Wealth Management CIK 0001940869 0.458 232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Coquina Private Wealth LLC CIK 0002103792 0.481 101 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS WEALTH MANAGEMENT, LLC CIK 0002042938 0.473 57 0.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 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
☆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
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -1.4 pp -1.4 pp -1.3 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 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 +0.0 pp -0.3 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
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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 +0.0 pp +0.0 pp -3.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 -1.3 pp -1.4 pp -1.4 pp +0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 0.0 0.0% 0 -0.4 pp -0.3 pp -0.5 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.7 pp -0.7 pp -0.6 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
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 -0.0 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -1.8 pp -2.1 pp -1.9 pp +0.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp -2.3 pp -2.3 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -1.1 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.0 0.0% 0 -0.1 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
☆CONSCIOUS WEALTH INVESTMENTS, LLC CIK 0002011014 0.220 67 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -2.3 pp -2.9 pp -3.2 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -1.5 pp -1.4 pp -1.3 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KRAFT ASSET MANAGEMENT, LLC CIK 0001908611 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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 +0.0 pp +0.0 pp -2.6 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -8.1 pp -7.4 pp -6.8 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -4.8 pp -5.1 pp -5.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 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
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -1.5 pp -1.3 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status