Signals

← Signals

☆JPST

1399 in-universe funds with a nonzero position in JPST within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#212
Score / z1.118 / 0.99
Consensus363.87 over 734 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+814% / 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 ▾
☆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 3,094.2 0.2% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,007.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 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 819.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 602.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 588.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 547.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 480.9 3.1% 4 +0.0 pp -0.1 pp -0.5 pp +3.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 433.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 337.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 299.6 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 280.9 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 271.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 262.5 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 240.9 15.3% 4 +0.1 pp +2.4 pp +1.7 pp +15.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 183.8 0.4% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 170.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 142.3 5.0% 4 +3.6 pp +0.8 pp +1.1 pp +5.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 138.8 2.1% 4 +0.0 pp +0.9 pp +0.9 pp +2.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 136.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 122.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 117.4 3.8% 4 +2.2 pp +2.5 pp +2.3 pp +3.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 111.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 109.2 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 104.0 16.6% 4 +0.7 pp +0.8 pp +1.5 pp +16.6 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 97.0 5.8% 4 -0.4 pp -0.6 pp -1.7 pp +5.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 93.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 91.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 90.7 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 90.6 1.9% 4 +0.0 pp +0.2 pp +0.2 pp +1.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 88.9 0.7% 4 +0.2 pp +0.4 pp +0.4 pp +0.7 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 88.0 4.8% 4 +0.3 pp +0.7 pp +0.6 pp +4.8 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 84.3 4.9% 4 +0.2 pp +0.3 pp +0.3 pp +4.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 82.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 81.5 0.3% 4 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 81.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 71.1 4.6% 4 +2.0 pp +2.1 pp +1.7 pp +4.6 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 69.6 1.1% 4 +0.4 pp +0.4 pp +0.4 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 67.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 65.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 64.8 5.6% 4 +3.4 pp +2.9 pp +1.4 pp +5.6 pp
☆Rock Creek Group LLC CIK 0001484067 0.845 57 64.6 6.5% 4 -0.8 pp -0.2 pp -0.2 pp +6.5 pp
☆Fluent Financial, LLC CIK 0001722283 0.050 57 63.5 23.2% 5 +17.7 pp +15.3 pp +13.1 pp +7.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 63.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 60.4 9.0% 4 +0.1 pp -2.7 pp -2.9 pp +9.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 59.0 3.0% 3 +0.0 pp -0.2 pp +3.0 pp +3.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 58.7 4.4% 4 +0.1 pp -0.6 pp -0.7 pp +4.4 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 58.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 57.9 2.2% 4 +0.3 pp +0.9 pp +0.9 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 57.2 0.5% 4 +0.1 pp +0.0 pp +0.2 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 53.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 47.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 47.5 23.6% 4 +16.7 pp +17.2 pp +16.1 pp +23.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 46.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 46.7 0.7% 4 +0.0 pp +0.0 pp +0.4 pp +0.7 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 46.6 2.2% 4 -0.1 pp +2.0 pp +2.0 pp +2.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 45.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 45.9 7.0% 4 +0.2 pp -0.1 pp -3.3 pp +7.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 43.6 1.0% 4 +0.3 pp +0.7 pp +0.7 pp +1.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 42.3 5.6% 4 -0.3 pp -0.6 pp -2.2 pp +5.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 42.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 41.2 6.7% 4 -0.1 pp -0.1 pp -0.3 pp +6.7 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 40.9 4.4% 6 +3.8 pp +3.8 pp +4.0 pp +3.8 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 40.6 2.1% 4 +0.1 pp +0.1 pp +0.2 pp +2.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 39.9 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 39.9 10.2% 4 +0.9 pp +3.9 pp +3.5 pp +10.2 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 39.2 4.9% 4 +1.1 pp +0.0 pp -1.1 pp +4.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 37.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 37.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 36.6 6.8% 3 +0.1 pp +0.2 pp +6.8 pp +6.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 36.4 6.2% 4 +0.1 pp -1.9 pp -2.4 pp +6.2 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 36.4 2.0% 4 +0.0 pp +0.1 pp +0.1 pp +2.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 36.3 7.4% 4 +0.2 pp +0.2 pp +0.3 pp +7.4 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 35.6 0.8% 4 +0.2 pp +0.3 pp +0.3 pp +0.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 35.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 35.1 5.8% 4 -0.2 pp -1.5 pp -1.5 pp +5.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 34.9 0.7% 4 -0.1 pp -0.2 pp -0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 34.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 32.9 0.1% 4 +0.1 pp +0.0 pp -0.1 pp +0.1 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 32.7 12.9% 4 +0.3 pp +0.8 pp +3.1 pp +12.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 32.4 1.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 32.3 8.2% 4 +0.5 pp +1.6 pp +1.6 pp +8.2 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 31.3 1.3% 4 +0.0 pp +0.2 pp +0.1 pp +1.3 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 30.8 9.9% 4 -0.0 pp +0.0 pp -0.8 pp +9.9 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 30.8 1.0% 4 -0.2 pp -0.1 pp -0.1 pp +1.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 30.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 30.5 1.0% 4 -0.0 pp +0.1 pp +0.0 pp +1.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 29.1 6.7% 4 +0.3 pp +1.6 pp -3.1 pp +6.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 28.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 27.8 5.1% 4 +0.1 pp +0.2 pp +0.0 pp +5.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 27.7 12.4% 4 -1.5 pp -1.6 pp -2.1 pp +12.4 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 27.5 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 27.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 27.0 11.5% 4 +11.3 pp +10.8 pp +11.0 pp +11.5 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 26.6 2.2% 4 +0.2 pp +0.0 pp +0.1 pp +2.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 26.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 26.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆American Trust CIK 0001905128 0.729 334 26.1 2.3% 4 +0.1 pp +0.1 pp -0.2 pp +2.3 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 25.9 5.0% 4 +0.9 pp +1.0 pp +2.2 pp +5.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 25.8 6.5% 4 +2.4 pp +1.7 pp +1.3 pp +6.5 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 25.4 6.2% 4 -0.3 pp -1.1 pp -1.0 pp +6.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 25.2 0.9% 4 -0.0 pp -1.6 pp -2.2 pp +0.9 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 24.6 2.4% 4 +0.0 pp -0.1 pp +1.1 pp +2.4 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 24.4 5.6% 4 +0.0 pp +0.6 pp +1.2 pp +5.6 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 24.4 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 24.0 1.3% 4 +0.2 pp +0.7 pp +1.3 pp +1.3 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 23.9 4.5% 4 +1.7 pp +2.5 pp +1.1 pp +4.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 23.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 23.5 10.6% 4 +0.0 pp -0.3 pp +0.2 pp +10.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 23.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 23.0 1.6% 4 +0.0 pp -0.0 pp -0.0 pp +1.6 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 22.9 8.7% 4 +0.1 pp +1.9 pp +4.0 pp +8.7 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 22.9 0.6% 4 -0.3 pp -0.2 pp -0.3 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 22.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 22.8 8.2% 4 -0.1 pp -0.1 pp -0.5 pp +8.2 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 22.7 3.7% 4 -4.7 pp -2.9 pp -1.6 pp +3.7 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 22.6 3.0% 4 -0.0 pp -0.0 pp -0.3 pp +3.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 22.5 1.6% 4 +0.1 pp +0.5 pp +1.0 pp +1.6 pp
☆Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 22.4 2.9% 4 +0.2 pp +0.2 pp +0.3 pp +2.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 22.2 0.3% 4 -0.1 pp -0.1 pp -0.3 pp +0.3 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 22.0 10.3% 4 +2.3 pp +2.2 pp +2.7 pp +10.3 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 21.6 2.5% 4 +0.0 pp +0.0 pp -0.0 pp +2.5 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 21.5 0.7% 4 -0.0 pp +0.1 pp -0.0 pp +0.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 21.1 1.5% 4 +0.0 pp -0.2 pp -0.2 pp +1.5 pp
☆Mainstream Capital Management LLC CIK 0002043084 0.307 90 20.9 14.0% 4 +0.4 pp -0.9 pp -2.0 pp +14.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 20.4 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 20.3 12.2% 4 +0.1 pp -0.5 pp -1.5 pp +12.2 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 20.2 8.8% 4 -0.9 pp -1.3 pp -2.5 pp +8.8 pp
☆IMZ Advisory Inc CIK 0002017735 0.828 38 20.2 7.6% 4 +0.2 pp -0.1 pp -0.0 pp +7.6 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 20.0 8.8% 4 +4.1 pp +4.6 pp +4.7 pp +8.8 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 19.9 14.5% 4 +0.3 pp -2.0 pp +0.6 pp +14.5 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 19.6 4.0% 4 -0.3 pp -2.5 pp -2.5 pp +4.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 19.5 4.0% 4 -0.6 pp -0.6 pp -0.8 pp +4.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 19.3 1.3% 4 -0.2 pp -0.4 pp -0.7 pp +1.3 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 19.2 5.3% 4 +1.0 pp +1.7 pp +2.5 pp +5.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 19.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 18.6 1.9% 4 -0.2 pp -0.3 pp -0.5 pp +1.9 pp
☆Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 18.6 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 18.5 2.1% 4 +0.3 pp +0.4 pp +0.3 pp +2.1 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 18.5 4.9% 4 +0.6 pp +0.8 pp +0.8 pp +4.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 18.3 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 18.3 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 18.3 2.0% 4 +0.1 pp +0.2 pp +1.3 pp +2.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 18.3 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 18.2 0.7% 4 +0.0 pp +0.4 pp +0.4 pp +0.7 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 18.2 1.0% 4 +0.1 pp +0.3 pp +0.3 pp +1.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 17.9 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 17.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 17.8 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 17.7 1.6% 4 +0.6 pp +0.6 pp +0.7 pp +1.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 17.6 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 17.5 4.9% 4 +0.5 pp +0.6 pp +0.2 pp +4.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 17.3 2.7% 4 -0.5 pp -0.2 pp -0.4 pp +2.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 17.0 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 16.8 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 16.7 3.2% 4 +0.0 pp -0.2 pp -0.4 pp +3.2 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 16.7 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 16.3 4.0% 2 +0.1 pp +4.0 pp -2.1 pp +4.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 16.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 15.9 2.3% 4 +0.4 pp +0.7 pp +0.7 pp +2.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 15.6 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆KWMG, LLC CIK 0001633024 0.515 153 15.6 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 15.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 15.4 3.2% 4 +0.2 pp +2.8 pp +0.8 pp +3.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 15.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 15.1 6.4% 5 +1.2 pp +1.2 pp +1.0 pp +3.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 15.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 14.9 5.9% 4 +0.1 pp -0.0 pp -0.2 pp +5.9 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 14.5 0.5% 4 -0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 14.5 4.7% 4 +0.1 pp +0.1 pp -0.1 pp +4.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 14.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 14.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 14.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 14.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 14.0 5.6% 4 +0.0 pp -0.2 pp -3.1 pp +5.6 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 13.9 2.8% 4 +0.2 pp +0.4 pp -1.0 pp +2.8 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 13.8 0.7% 4 -0.6 pp +0.1 pp +0.1 pp +0.7 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 13.7 0.6% 4 +0.0 pp -0.0 pp +0.1 pp +0.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 13.6 1.2% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 13.6 0.4% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 13.4 12.3% 4 +0.8 pp +0.3 pp +1.8 pp +12.3 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 13.4 4.8% 4 +4.1 pp +3.9 pp +4.0 pp +4.8 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 13.4 0.7% 4 +0.3 pp +0.6 pp +0.2 pp +0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 13.4 0.6% 5 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 13.4 5.4% 4 -0.1 pp -0.5 pp -0.9 pp +5.4 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 13.2 9.0% 4 -0.8 pp -1.3 pp -1.8 pp +9.0 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 13.2 5.5% 4 +0.5 pp +0.8 pp +0.3 pp +5.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 13.1 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 13.0 1.6% 4 -0.2 pp -0.2 pp -0.4 pp +1.6 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 12.9 5.1% 4 -0.0 pp -0.2 pp -0.5 pp +5.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 12.9 2.6% 4 +0.3 pp +0.3 pp +0.1 pp +2.6 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 12.8 4.0% 4 +0.1 pp +0.1 pp -0.2 pp +4.0 pp
☆Massachusetts Wealth Management CIK 0001966011 0.252 98 12.8 5.5% 3 +0.4 pp +3.8 pp +5.5 pp +5.5 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 12.8 9.4% 4 +0.8 pp +3.9 pp +7.5 pp +9.4 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 12.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 12.6 3.8% 4 +0.7 pp +0.6 pp +0.7 pp +3.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.5 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 12.5 0.2% 4 -0.0 pp -0.3 pp -0.4 pp +0.2 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 12.5 3.4% 4 +3.1 pp -8.6 pp +0.0 pp +3.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.3 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 12.3 2.0% 4 +0.8 pp +1.0 pp +1.5 pp +2.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 12.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 12.1 5.6% 4 +1.5 pp +2.7 pp +2.9 pp +5.6 pp
☆BFSG, LLC CIK 0001706836 0.376 765 12.1 1.1% 4 +0.0 pp +0.0 pp -0.1 pp +1.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 12.0 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 11.9 0.6% 4 -0.1 pp -0.2 pp -0.3 pp +0.6 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 11.9 4.7% 4 +0.1 pp -0.2 pp -0.2 pp +4.7 pp
☆Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 11.8 3.9% 4 +0.5 pp +0.5 pp +0.7 pp +3.9 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 11.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Kendall Capital Management CIK 0001731372 0.288 236 11.7 2.4% 4 +0.1 pp +0.2 pp -0.2 pp +2.4 pp
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☆Krilogy Financial LLC CIK 0001659047 0.581 1060 11.6 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 11.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 11.5 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 11.5 4.0% 4 +0.1 pp +0.3 pp +0.1 pp +4.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 11.5 7.7% 5 -0.1 pp -1.7 pp -2.4 pp -2.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 11.5 0.3% 5 -1.2 pp -0.1 pp -0.3 pp -0.1 pp
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☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 11.3 4.3% 1 +4.3 pp +3.8 pp +3.7 pp +4.3 pp
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☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 11.2 1.3% 4 +0.2 pp +0.9 pp +0.8 pp +1.3 pp
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☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 11.0 2.0% 4 -0.2 pp -0.5 pp -0.8 pp +2.0 pp
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☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 10.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 10.2 3.6% 1 +3.6 pp +3.6 pp +1.3 pp +3.6 pp
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☆Prosperitas Financial LLC CIK 0002001016 0.381 103 10.0 3.7% 2 +3.0 pp +3.7 pp +3.7 pp +3.7 pp
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☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 9.2 1.1% 4 -0.0 pp +0.0 pp +0.0 pp +1.1 pp
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☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 8.8 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
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☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 8.7 3.4% 4 +0.3 pp +0.3 pp -0.3 pp +3.4 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 8.7 3.8% 4 +1.0 pp +2.2 pp +3.0 pp +3.8 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 8.7 3.6% 4 +0.7 pp +0.7 pp +0.7 pp +3.6 pp
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☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 8.6 2.9% 4 +0.2 pp +0.1 pp +0.2 pp +2.9 pp
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☆Avestar Capital, LLC CIK 0001704404 0.627 490 8.5 0.6% 4 +0.1 pp -0.5 pp -0.5 pp +0.6 pp
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☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 8.5 4.6% 4 +0.2 pp +0.9 pp +2.1 pp +4.6 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 8.4 8.0% 4 -0.7 pp -1.0 pp -2.4 pp +8.0 pp
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☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 7.6 0.9% 4 +0.0 pp +0.1 pp +0.1 pp +0.9 pp
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☆WT Wealth Management CIK 0001780507 0.246 138 7.5 2.2% 4 +0.2 pp +0.1 pp +0.1 pp +2.2 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 7.5 2.0% 4 +0.2 pp +0.2 pp +0.2 pp +2.0 pp
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☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 7.2 1.5% 4 +0.3 pp +0.4 pp +0.2 pp +1.5 pp
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☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 7.0 2.8% 4 -0.0 pp -0.3 pp -0.4 pp +2.8 pp
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☆RVW Wealth, LLC CIK 0001756543 0.783 183 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 6.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Security National Bank CIK 0001719739 0.452 392 6.5 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -2.7 pp -2.5 pp -3.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 -4.3 pp -4.5 pp -6.1 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.0 0.0% 0 -1.3 pp -1.4 pp -1.9 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.9 pp -0.4 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.0 0.0% 0 -0.1 pp -1.3 pp -1.4 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -4.3 pp -4.6 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 0.0 0.0% 0 -1.3 pp -1.3 pp -1.4 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 +0.0 pp -3.5 pp -3.7 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 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 -0.2 pp -0.2 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 0.0 0.0% 0 -7.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 -0.1 pp -0.1 pp -1.0 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.0 0.0% 0 -2.1 pp -1.3 pp -1.1 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 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
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 0.0 0.0% 0 +0.0 pp -28.9 pp -28.9 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.0 0.0% 0 -1.0 pp -0.6 pp +0.0 pp +0.0 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.5 pp -0.1 pp -0.1 pp +0.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -2.1 pp -3.0 pp -3.2 pp +0.0 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 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 -0.4 pp -0.3 pp -0.3 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -5.0 pp -2.6 pp -0.9 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.5 pp -0.6 pp -0.8 pp -0.8 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 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
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 -0.2 pp -0.7 pp -0.7 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
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 0.0 0.0% 0 -1.7 pp -2.3 pp -5.6 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -1.3 pp -1.1 pp -1.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 pp -0.1 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 -10.3 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -3.7 pp -3.6 pp -3.8 pp -5.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 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 JPST). Qtrs Held counts distinct quarters this fund has actually held JPST (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JPST position size. Δ columns are the percentage-point change in JPST'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