Signals

← Signals

☆IVE

1627 in-universe funds with a nonzero position in IVE within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#47
Score / z3.140 / 4.70
Consensus528.06 over 1050 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4,568.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,702.0 0.2% 2 -0.0 pp +0.2 pp +0.2 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 2,934.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,764.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 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 1,734.1 0.1% 3 -0.0 pp -0.0 pp +0.1 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 1,268.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 744.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 627.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 623.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 574.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 489.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 410.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 369.3 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 355.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 349.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 322.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 291.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 259.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 230.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 210.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 199.3 10.7% 2 -0.6 pp +10.7 pp +10.7 pp +10.7 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 175.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 170.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 162.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 149.6 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 148.3 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 148.3 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 147.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 145.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 135.6 7.4% 2 +0.0 pp +7.4 pp +7.4 pp +7.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 135.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JB Capital LLC CIK 0001879371 0.629 280 133.4 5.8% 2 +0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 122.9 14.0% 2 +3.4 pp +14.0 pp +14.0 pp +14.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 119.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 119.2 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 118.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 112.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 110.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 108.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 99.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 87.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HOME FEDERAL BANK OF TENNESSEE CIK 0001665446 0.778 114 81.0 21.7% 2 -0.0 pp +21.7 pp +21.7 pp +21.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 80.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 76.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 76.3 3.3% 2 -0.8 pp +3.3 pp +3.3 pp +3.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 74.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 73.7 1.1% 2 -1.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 71.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 70.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 67.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPWM LLC CIK 0001801101 0.514 98 65.5 17.5% 2 -0.1 pp +17.5 pp +17.5 pp +17.5 pp
☆CX Institutional CIK 0001737089 0.437 1568 64.6 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 64.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 61.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 60.9 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 60.7 9.8% 3 +0.1 pp -0.2 pp +9.8 pp +9.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 60.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 58.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 57.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 56.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 55.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 54.8 9.6% 2 -0.1 pp +9.6 pp +9.6 pp +9.6 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 54.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 52.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 50.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 50.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 50.0 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 49.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 49.1 7.1% 2 +0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 49.1 3.8% 2 +0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 47.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 46.0 0.9% 3 -0.2 pp +0.7 pp +0.9 pp +0.9 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 45.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 45.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 43.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 43.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 42.3 6.5% 2 +1.8 pp +6.5 pp +6.5 pp +6.5 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 42.1 9.5% 2 -0.2 pp +9.5 pp +9.5 pp +9.5 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 42.0 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 40.8 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 40.2 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 38.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC CIK 0001966351 0.683 51 38.2 24.4% 2 +0.2 pp +24.4 pp +24.4 pp +24.4 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 37.9 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 37.0 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.660 60 35.7 11.5% 2 +0.2 pp +11.5 pp +11.5 pp +11.5 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 35.2 12.0% 2 -0.0 pp +12.0 pp +12.0 pp +12.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 32.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 32.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Powell Investment Advisors, LLC CIK 0001802195 0.602 167 32.2 11.3% 2 -0.5 pp +11.3 pp +11.3 pp +11.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 31.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 31.4 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 31.3 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 31.1 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 31.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 30.7 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 30.7 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 30.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 30.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 29.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 29.5 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 28.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 28.5 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 28.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 27.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 27.1 5.6% 2 -0.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.0 0.2% 4 +0.2 pp +0.0 pp +0.1 pp +0.2 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 27.0 2.8% 2 +0.5 pp +2.8 pp +2.8 pp +2.8 pp
☆EWA, LLC CIK 0001835252 0.457 332 26.9 7.5% 2 -0.2 pp +7.5 pp +7.5 pp +7.5 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 26.5 7.7% 2 -0.0 pp +7.7 pp +7.7 pp +7.7 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 26.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆DDFG, Inc CIK 0001967640 0.535 91 25.1 5.8% 2 -0.1 pp +5.8 pp +5.8 pp +5.8 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 25.1 8.4% 2 -2.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 25.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 24.8 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 24.2 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 24.2 1.6% 2 -1.7 pp +1.6 pp +1.6 pp +1.6 pp
☆KWMG, LLC CIK 0001633024 0.515 153 24.2 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 24.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HAWAIIAN BANK CIK 0000764106 0.848 91 23.9 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 23.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 23.7 3.1% 2 -0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 23.5 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 23.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 23.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 23.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 22.9 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 22.9 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 22.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 22.6 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 22.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 22.3 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 22.2 5.3% 2 +3.8 pp +5.3 pp +5.3 pp +5.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 22.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 22.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 22.0 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 22.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 21.9 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 21.8 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 21.7 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 21.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 21.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 21.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 20.8 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 20.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 20.6 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 20.4 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 20.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 20.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 20.0 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 20.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 20.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 19.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 19.8 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 19.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 19.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 19.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 19.6 10.3% 2 -0.3 pp +10.3 pp +10.3 pp +10.3 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 19.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 19.4 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 19.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 19.1 11.0% 3 +0.5 pp +1.5 pp +11.0 pp +11.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 19.0 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 18.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 18.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 18.0 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 17.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 17.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 17.9 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 17.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 17.5 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 17.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 17.4 9.3% 2 +0.6 pp +9.3 pp +9.3 pp +9.3 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 17.4 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 17.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 16.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 16.6 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 16.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 16.5 7.1% 3 -0.8 pp -2.4 pp +7.1 pp +7.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 16.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 16.4 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 16.3 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 16.1 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆SWMG, LLC CIK 0001839255 0.473 100 16.0 4.8% 2 +0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 15.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 15.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 15.8 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 15.8 2.6% 4 -0.2 pp -0.4 pp -0.4 pp +2.6 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 15.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 15.4 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.1 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 15.1 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 14.9 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 14.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 14.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 14.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Invst, LLC CIK 0001867587 0.314 343 14.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 14.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 14.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 14.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 14.2 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 14.0 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 13.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 13.8 9.7% 2 -0.1 pp +9.7 pp +9.7 pp +9.7 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 13.7 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 13.5 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 13.4 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 13.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 13.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 13.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 13.2 4.9% 2 +0.0 pp +4.9 pp +4.9 pp +4.9 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 13.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 13.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 12.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 12.9 0.5% 2 -0.6 pp +0.5 pp +0.5 pp +0.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 12.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 12.8 6.0% 3 +2.1 pp -1.1 pp +6.0 pp +6.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 12.7 5.4% 2 +0.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 12.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ADG Wealth Management Group, LLC CIK 0002053824 0.702 41 12.6 10.0% 2 +0.7 pp +10.0 pp +10.0 pp +10.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 12.5 3.3% 2 +0.7 pp +3.3 pp +3.3 pp +3.3 pp
☆Guidance Point Advisors, LLC CIK 0001767710 0.787 102 12.5 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 12.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 12.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 12.0 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 11.9 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 11.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 11.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 11.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 11.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 11.7 2.6% 2 +1.1 pp +2.6 pp +2.6 pp +2.6 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 11.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 11.4 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 10.9 7.3% 2 +0.0 pp +7.3 pp +7.3 pp +7.3 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 10.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 10.7 9.3% 2 -0.4 pp +9.3 pp +9.3 pp +9.3 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 10.6 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 10.6 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 10.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 10.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 10.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 10.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Amundi CIK 0001330387 0.000 1 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 9.9 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 9.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 9.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 9.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 9.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMG Wealth Partners, LLC CIK 0001965772 0.381 166 9.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 9.3 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 9.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 9.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 9.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 9.0 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 8.9 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 8.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 8.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 8.7 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 8.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 8.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 8.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Polianta Ltd CIK 0001695214 0.724 86 8.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 8.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 8.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 8.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆IFG Advisory, LLC CIK 0001728319 0.000 2358 7.9 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 7.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆May Hill Capital, LLC CIK 0002056340 0.467 256 7.9 2.3% 2 +0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 7.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 7.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 7.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 7.7 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 7.6 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
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☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 7.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 1.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 1.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Capital Advisors, LLC CIK 0002034519 0.081 71 1.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.9 1.2% 2 -0.7 pp +1.2 pp +1.2 pp +1.2 pp
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☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 -0.6 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
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 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
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.426 358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.0 0.0% 0 +0.0 pp -0.1 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
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 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 +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.1 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
☆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
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.4 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 IVE). Qtrs Held counts distinct quarters this fund has actually held IVE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IVE position size. Δ columns are the percentage-point change in IVE'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