Signals

← Signals

☆RDVY

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

Flow ranking

Rank#209
Score / z1.053 / 1.33
Consensus205.92 over 424 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+83% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,624.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 1,057.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 702.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 618.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 442.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 410.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 320.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 271.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 249.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 175.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 166.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 164.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 153.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 146.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 143.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 88.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 88.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 78.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 69.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 66.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 63.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 61.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 60.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 59.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 58.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 56.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 56.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 53.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 53.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 41.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 41.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 37.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 36.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 35.6 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 34.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 34.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 34.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 34.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 33.7 14.1% 1 +14.1 pp +14.1 pp +14.1 pp +14.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 33.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 33.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 31.8 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 30.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 28.4 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 27.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 26.2 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 24.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 23.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 23.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 23.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 22.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 22.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 20.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 20.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 20.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 20.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 19.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 18.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 18.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 18.3 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 18.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 18.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 18.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 18.0 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 17.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 17.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 17.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 16.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 16.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 16.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 15.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 14.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 14.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 14.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 14.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆tru Independence LLC CIK 0001785445 0.641 108 13.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 13.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 13.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 13.0 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 12.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 12.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 12.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 12.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 12.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 11.9 3.7% 2 -1.0 pp +3.7 pp +3.7 pp +3.7 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 11.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 11.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 11.3 17.5% 1 +17.5 pp +17.5 pp +17.5 pp +17.5 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 11.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 11.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 11.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 10.9 6.0% 2 -0.3 pp +6.0 pp +6.0 pp +6.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 10.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 10.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 10.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AJ Advisors, LLC CIK 0001951167 0.829 37 10.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 9.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 9.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 9.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 9.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 9.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 9.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 9.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 9.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 9.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 9.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 9.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 9.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 8.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 8.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 8.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 8.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 7.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 7.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 7.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 7.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 7.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 7.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 7.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 7.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 6.8 4.4% 3 +1.4 pp +1.9 pp +4.4 pp +4.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 6.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 6.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 6.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 6.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 6.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 6.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 6.4 6.2% 2 +0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 6.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 6.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 6.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 6.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 5.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 5.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 5.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 5.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 5.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 5.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 5.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 4.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 4.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 4.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 4.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Accel Wealth Management CIK 0001838226 0.241 305 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FMR LLC CIK 0000315066 0.989 5571 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 1.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.8 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆XML Financial, LLC CIK 0001800465 0.420 447 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wills Financial Group LLC CIK 0002059579 0.384 82 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.0 0.0% 0 -7.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -1.5 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 RDVY). Qtrs Held counts distinct quarters this fund has actually held RDVY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RDVY position size. Δ columns are the percentage-point change in RDVY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status