Signals

JPST

1460 in-universe funds with a nonzero position in JPST within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#52
Score / z3.601 / 4.33
Consensus352.98 over 693 funds
Momentum-0.27 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-0%
Short interest-47% / 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)
Fund Positions
Quarters Held

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 3,206.6 0.2% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,011.0 0.2% 5 -0.0 pp -0.0 pp -0.0 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 916.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 646.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 607.1 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 598.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 506.5 2.8% 5 -0.3 pp -0.2 pp -0.3 pp -0.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 499.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 309.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 299.3 0.8% 4 -0.2 pp -0.1 pp -0.2 pp +0.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 275.5 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 267.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 244.3 14.2% 5 -1.1 pp -1.0 pp +1.3 pp +0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 216.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 206.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 195.7 0.3% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 184.5 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 143.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 137.3 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 136.6 7.4% 4 +4.4 pp +4.4 pp +4.2 pp +7.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 134.9 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 124.2 4.0% 5 -1.0 pp +2.6 pp -0.2 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 119.4 0.7% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
Cornerstone Management, Inc. CIK 0001587867 0.886 67 113.7 16.4% 5 -0.2 pp +0.5 pp +0.6 pp +1.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 109.8 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 108.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 105.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 103.7 5.7% 5 -0.1 pp -0.5 pp -0.7 pp -1.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 100.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 97.2 1.5% 5 -2.2 pp +0.0 pp +0.3 pp +0.1 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 92.4 4.3% 5 -0.5 pp -0.1 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 91.2 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 90.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 89.8 1.7% 5 -0.2 pp -0.1 pp +0.1 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 79.9 1.1% 5 -1.1 pp -1.1 pp -0.1 pp -0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 73.3 0.4% 5 -0.1 pp +0.0 pp -0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 67.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 65.9 6.6% 5 +0.1 pp -0.7 pp -0.1 pp -0.1 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 65.8 3.9% 5 -0.7 pp +1.3 pp +1.5 pp +1.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 65.5 0.9% 5 -0.2 pp +0.3 pp +0.2 pp +0.2 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 64.9 5.0% 5 -0.6 pp +2.7 pp +2.3 pp +0.8 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 64.3 4.3% 5 -0.1 pp -0.0 pp -0.7 pp -0.8 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 60.5 8.7% 5 -0.3 pp -0.3 pp -3.1 pp -3.2 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 60.0 2.2% 5 -0.0 pp +0.2 pp +0.9 pp +0.9 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 59.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 59.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 56.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 55.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 55.6 5.0% 5 +0.2 pp +1.2 pp +0.2 pp -0.9 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 53.6 4.8% 1 +4.8 pp +4.8 pp +4.0 pp +3.9 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 52.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 50.7 1.1% 6 +0.9 pp -0.4 pp +0.7 pp +0.6 pp
Phoenix Wealth Advisors CIK 0001842362 0.405 129 50.3 17.0% 5 +4.0 pp +4.4 pp +4.8 pp +7.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 49.9 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 48.2 6.2% 5 -0.8 pp -0.6 pp -0.9 pp -4.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 46.1 1.8% 5 -0.4 pp -0.5 pp +1.6 pp +1.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 45.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 45.5 39.1% 1 +39.1 pp +39.1 pp +10.2 pp +10.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 44.8 0.8% 5 -0.2 pp +0.1 pp +0.5 pp +0.4 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 43.8 5.2% 5 -0.4 pp -0.8 pp -1.0 pp -2.6 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 42.8 1.6% 6 +0.2 pp +0.5 pp +0.5 pp +0.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 42.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 41.8 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 41.5 1.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 40.3 6.1% 5 -0.5 pp -0.7 pp -0.6 pp -0.8 pp
MAI Capital Management CIK 0001040197 0.725 1889 40.2 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 37.6 6.1% 4 -0.7 pp -0.6 pp -0.5 pp +6.1 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 36.5 1.9% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 36.4 6.3% 5 +0.0 pp +0.1 pp -1.9 pp -2.4 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 36.3 15.1% 5 +2.7 pp +1.1 pp +1.1 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 36.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 35.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 34.7 0.7% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 34.7 0.1% 5 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 34.5 6.4% 5 -1.0 pp -0.9 pp -0.8 pp -0.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 34.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 33.9 6.7% 5 -0.0 pp +0.3 pp +1.6 pp -3.1 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 33.8 5.1% 5 +1.4 pp -3.3 pp -1.5 pp -0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 33.6 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 33.3 7.6% 5 -0.6 pp -0.1 pp +0.9 pp +1.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 33.1 0.9% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 32.9 6.7% 5 -3.5 pp -2.6 pp +0.4 pp +0.1 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 32.5 0.9% 5 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 32.4 1.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 31.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 31.4 3.6% 1 +3.6 pp +3.6 pp -0.7 pp -0.9 pp
StrongBox Wealth, LLC CIK 0001812155 0.388 267 31.3 8.9% 5 -1.0 pp -1.0 pp -0.9 pp -1.7 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 31.0 5.1% 5 +0.7 pp +2.4 pp +3.2 pp +1.8 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 30.8 1.3% 5 +0.8 pp +0.7 pp +0.6 pp +0.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 29.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 29.4 4.8% 5 -0.3 pp -0.2 pp -0.1 pp -0.3 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 29.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
IMZ Advisory Inc CIK 0002017735 0.828 38 28.9 9.2% 5 +1.5 pp +1.8 pp +1.4 pp +1.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 28.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 28.4 5.5% 5 -0.1 pp -0.1 pp +0.5 pp +1.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 28.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 27.9 0.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.9 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 27.7 1.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
LPWM LLC CIK 0001801101 0.514 98 27.6 6.1% 5 -0.4 pp +2.0 pp +1.3 pp +0.9 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 27.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 27.5 2.0% 5 -0.2 pp -0.0 pp -0.2 pp -0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 27.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 26.2 0.6% 5 -0.0 pp -0.3 pp -0.2 pp -0.3 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 25.5 5.5% 5 -0.7 pp -1.1 pp -1.8 pp -1.8 pp
Leverty Financial Group, LLC CIK 0001908386 0.897 49 25.5 5.0% 2 -0.8 pp +5.0 pp +5.0 pp +5.0 pp
ACT Advisors, LLC. CIK 0001842554 0.668 84 25.3 8.4% 5 -3.1 pp +8.3 pp +7.7 pp +7.9 pp
MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 25.0 2.3% 5 -0.2 pp -0.1 pp -0.2 pp +1.0 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 24.9 10.5% 5 -0.0 pp -0.0 pp -0.4 pp +0.1 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 24.8 3.7% 5 -2.1 pp -2.3 pp -3.6 pp -3.6 pp
Spire Wealth Management CIK 0001858740 0.515 2226 24.4 0.7% 5 -0.1 pp -0.1 pp -1.7 pp -2.3 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 24.1 1.2% 5 -0.2 pp +0.1 pp +0.5 pp +1.1 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 24.1 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Arbor Investment Advisors, LLC CIK 0001590073 0.834 145 23.8 2.7% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 23.7 1.8% 5 -0.5 pp -0.4 pp -0.4 pp -0.6 pp
Saiph Capital, LLC CIK 0002052658 0.461 131 23.1 6.9% 5 -1.7 pp -1.6 pp +0.2 pp +2.3 pp
Souders Financial Advisors CIK 0001811240 0.482 224 23.1 2.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 23.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 22.8 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 22.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 22.6 1.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 22.3 7.6% 5 -0.6 pp -0.7 pp -0.7 pp -1.1 pp
Family Investment Center, Inc. CIK 0001897700 0.780 120 22.2 3.7% 5 -1.3 pp -0.3 pp -0.3 pp +0.9 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 21.8 0.7% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 21.6 2.5% 5 -0.5 pp -0.5 pp -0.5 pp -0.8 pp
Thomasville National Bank CIK 0001561790 0.600 241 21.3 1.2% 1 +1.2 pp -0.2 pp -0.1 pp -0.2 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 20.9 1.3% 5 -0.2 pp -0.2 pp -0.5 pp -0.5 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 20.9 0.4% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 20.8 1.3% 5 -0.3 pp -0.2 pp +0.3 pp +0.7 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 20.7 0.4% 5 +0.1 pp +0.1 pp +0.4 pp -0.1 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 20.3 12.2% 5 -1.8 pp -1.3 pp -2.7 pp -3.7 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 20.2 4.2% 3 +0.3 pp +0.4 pp +4.2 pp -1.9 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 20.1 3.7% 5 -0.3 pp -0.9 pp -1.0 pp -1.2 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 20.0 7.5% 5 -1.3 pp -2.2 pp -2.5 pp -3.7 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 20.0 12.7% 5 -1.9 pp -1.6 pp -3.8 pp -1.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 19.9 7.9% 5 -2.4 pp -0.2 pp -0.2 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 19.9 0.3% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 19.7 4.4% 5 -0.4 pp +0.2 pp +0.4 pp +0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 19.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
White Wing Wealth Management CIK 0002001473 0.736 40 19.6 10.2% 5 -2.0 pp -1.9 pp -2.4 pp -3.4 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 19.4 1.8% 5 -0.2 pp +0.1 pp +0.1 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 19.3 0.6% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 19.3 3.7% 5 -0.3 pp -0.6 pp -2.8 pp -2.8 pp
NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 19.2 2.3% 5 -0.0 pp +0.3 pp +0.6 pp +0.6 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 19.0 0.9% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 18.9 1.1% 5 -0.2 pp -0.3 pp -0.5 pp -0.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 18.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 18.8 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 18.7 5.5% 5 +2.2 pp -1.1 pp -2.7 pp -3.0 pp
Ridgepath Capital Management LLC CIK 0001943071 0.142 54 18.6 8.2% 5 -15.4 pp +1.3 pp +1.7 pp +0.7 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 18.4 1.4% 5 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 18.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 18.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.2 0.2% 6 +0.2 pp +0.1 pp -0.2 pp +0.1 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 18.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 18.0 1.5% 5 -0.4 pp -0.6 pp -0.7 pp -0.9 pp
Legacy CG, LLC CIK 0001904825 0.297 45 17.9 4.6% 5 -0.8 pp +0.2 pp +1.0 pp +1.7 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 17.9 0.6% 5 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 17.7 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 17.5 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Selby Wealth Management, LLC CIK 0002110725 0.451 83 17.5 6.2% 2 -1.0 pp +6.2 pp +6.2 pp +6.2 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 17.3 2.9% 1 +2.9 pp +0.8 pp +1.7 pp +1.8 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 17.3 4.3% 5 -0.5 pp +0.0 pp +0.0 pp -0.3 pp
LANE BROTHERS & CO INC CIK 0001177416 0.353 95 17.3 11.3% 2 -1.6 pp +11.3 pp +11.3 pp +11.3 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 17.1 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
KWMG, LLC CIK 0001633024 0.515 153 16.8 1.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 16.8 5.5% 5 +0.8 pp +0.9 pp +0.9 pp +0.8 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 16.7 2.8% 5 +0.0 pp +0.2 pp +0.4 pp -1.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Causey Wealth LLC CIK 0002132639 0.489 83 16.5 6.5% 6 +0.0 pp +1.2 pp +1.2 pp +1.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 16.4 2.3% 5 -0.4 pp -0.9 pp -0.6 pp -0.8 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 16.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 16.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 15.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 15.9 6.9% 2 -2.6 pp +6.9 pp +6.9 pp +6.9 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 15.8 0.8% 5 +0.0 pp +0.4 pp +0.6 pp +0.2 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 15.5 5.8% 5 +0.3 pp +1.7 pp +2.9 pp +3.2 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 15.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 15.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 15.1 0.1% 5 +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 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ruggaard & Associates LLC CIK 0001971230 0.443 128 15.0 5.4% 5 -0.5 pp -0.4 pp -0.5 pp -0.7 pp
BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 14.3 6.0% 2 -0.6 pp +6.0 pp +6.0 pp +6.0 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 14.2 5.3% 5 -0.2 pp +0.3 pp +0.6 pp +0.1 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 14.1 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Kendall Capital Management CIK 0001731372 0.288 236 14.1 2.3% 5 -0.0 pp +0.0 pp +0.1 pp -0.2 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 14.1 4.0% 5 -0.1 pp -0.0 pp +0.0 pp -0.2 pp
Massachusetts Wealth Management CIK 0001966011 0.252 98 14.0 5.3% 4 -0.2 pp +0.3 pp +3.6 pp +5.3 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 13.8 0.7% 5 -0.1 pp -0.6 pp +0.1 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 13.8 0.2% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 13.5 1.4% 5 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 13.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 13.5 5.7% 5 -3.1 pp +1.0 pp +1.5 pp +1.6 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 13.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 13.4 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 13.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 13.3 2.3% 5 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
Paradigm Capital Management, LLC/NV CIK 0001910312 0.364 65 13.2 11.4% 5 -0.9 pp -0.1 pp -0.6 pp +0.9 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 13.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 13.1 3.2% 4 +1.3 pp +2.1 pp -0.4 pp +3.2 pp
BFSG, LLC CIK 0001706836 0.376 765 12.9 1.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tradewinds, LLC. CIK 0001932342 0.030 215 12.9 2.9% 1 +2.9 pp -0.4 pp +2.9 pp +2.9 pp
Wellington Grp LLC CIK 0002134013 0.401 144 12.7 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
NavPoint Financial, Inc. CIK 0002009813 0.506 74 12.6 4.7% 5 -0.7 pp -0.8 pp -1.2 pp -1.6 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 12.6 0.2% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 12.5 1.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 12.4 0.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 12.4 7.5% 5 -1.4 pp -2.2 pp -2.7 pp -3.2 pp
REDW Wealth LLC CIK 0001688931 0.503 104 12.3 4.4% 5 -0.7 pp -0.8 pp -0.9 pp -1.2 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 12.3 3.1% 5 -0.6 pp +0.1 pp -0.1 pp +0.1 pp
Taylor Securities Services, Inc. CIK 0002115182 0.765 63 12.1 4.9% 2 -0.6 pp +4.9 pp +4.9 pp +4.9 pp
Choice Wealth Advisors LLC CIK 0001842357 0.702 35 11.9 4.2% 5 -0.5 pp -0.4 pp -0.7 pp -0.7 pp
Invst, LLC CIK 0001867587 0.314 343 11.9 1.2% 5 -0.1 pp +0.1 pp +0.2 pp -1.8 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 11.7 4.2% 5 -0.2 pp +0.0 pp +0.4 pp -0.1 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 11.7 5.8% 5 +0.7 pp +2.1 pp +3.1 pp +4.4 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 11.6 3.5% 5 +2.9 pp +0.6 pp +0.6 pp -1.0 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 11.6 3.5% 5 -0.5 pp -0.4 pp -0.2 pp -0.4 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 11.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 11.5 1.0% 5 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 11.4 4.0% 2 -0.3 pp +4.0 pp +3.5 pp +3.5 pp
Rockingstone Advisors LLC CIK 0002027176 0.225 115 11.4 4.6% 5 +0.5 pp +0.6 pp -0.0 pp +0.9 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 11.3 1.5% 5 -0.1 pp +0.5 pp -0.3 pp +1.1 pp
5th Street Advisors, LLC CIK 0001911026 0.599 54 11.3 4.4% 5 +1.0 pp +0.9 pp +1.5 pp +0.6 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 11.2 5.0% 5 -0.5 pp -1.6 pp -1.5 pp -1.2 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 11.1 4.0% 6 -19.3 pp -1.5 pp -3.9 pp -6.2 pp
Investment Advisory Services Group LLC CIK 0002099157 0.648 37 11.1 8.1% 2 -0.3 pp +8.1 pp +8.1 pp +8.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
J. Mark Nickell & Co. CIK 0001811161 0.446 30 10.9 8.7% 2 -0.2 pp +8.7 pp +8.7 pp +8.7 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 10.9 1.7% 5 -0.2 pp -0.0 pp +0.0 pp -0.0 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 10.9 1.2% 3 -0.0 pp +0.1 pp +1.2 pp +1.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 10.8 1.2% 5 +0.4 pp +0.1 pp +0.1 pp -0.7 pp
Syverson Strege & Co CIK 0001682057 0.758 186 10.7 2.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 10.6 3.1% 5 +0.2 pp +0.4 pp +0.3 pp +0.4 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 10.6 3.3% 5 +0.8 pp +1.0 pp +1.1 pp +1.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.6 0.3% 6 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 10.5 1.3% 5 -0.2 pp +0.0 pp +0.2 pp +0.4 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 10.5 1.7% 5 -0.3 pp -0.5 pp -0.8 pp -1.2 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 10.5 7.9% 6 +0.1 pp +0.1 pp -1.5 pp -2.3 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 10.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 10.4 1.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 10.4 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.7 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 10.3 1.0% 5 -1.0 pp -0.9 pp -0.8 pp +0.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 10.3 0.4% 6 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 10.3 0.3% 6 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 10.2 7.5% 5 -1.9 pp -1.0 pp +2.0 pp +5.6 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.2 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 10.1 8.4% 2 +0.8 pp +8.4 pp +8.4 pp +8.4 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 10.1 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 10.0 1.7% 5 -0.5 pp -2.1 pp -5.3 pp -5.8 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 10.0 2.1% 5 -1.1 pp -1.0 pp +1.6 pp -0.3 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 10.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 10.0 0.7% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
Ackerman Asset Management, LLC CIK 0002067071 0.836 38 9.9 6.0% 5 +0.8 pp +1.1 pp +1.3 pp +0.4 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 9.9 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +1.6 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 9.9 4.7% 5 -0.8 pp -0.9 pp -1.2 pp -1.9 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 9.9 1.9% 5 -0.1 pp +0.3 pp +0.3 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 9.8 2.5% 5 -0.2 pp +0.2 pp -0.1 pp +0.1 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 9.8 3.1% 3 -0.6 pp +2.4 pp +3.1 pp +3.1 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 9.8 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Alexis Investment Partners, LLC CIK 0002054271 0.135 38 9.7 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +2.2 pp
HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 9.7 5.0% 5 +0.4 pp +0.6 pp +1.3 pp +2.5 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 9.5 0.8% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
CHOREO, LLC CIK 0001679031 0.797 1690 9.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 9.3 1.2% 5 +0.2 pp +0.5 pp +0.7 pp -1.8 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 9.3 5.3% 6 -0.8 pp -0.9 pp -0.8 pp +1.3 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 9.3 1.5% 5 -0.5 pp -1.3 pp -1.4 pp -2.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 9.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 9.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 9.3 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.602 168 9.2 1.7% 5 +0.4 pp +1.1 pp +1.5 pp +1.6 pp
Apella Capital, LLC CIK 0001801507 0.827 695 9.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 9.1 3.5% 5 -0.3 pp +0.7 pp +2.0 pp +2.7 pp
Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 9.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 8.9 1.2% 5 +0.0 pp -0.2 pp -0.9 pp -0.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 8.9 3.2% 5 -0.2 pp +0.1 pp +0.1 pp -0.4 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 8.6 7.2% 5 -0.8 pp -1.5 pp -1.8 pp -3.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 8.6 1.4% 5 -0.2 pp -0.2 pp +0.0 pp +0.1 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 8.5 1.7% 5 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.5 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Wills Financial Group LLC CIK 0002059579 0.384 82 8.5 3.1% 5 -0.2 pp -0.2 pp -0.1 pp +2.9 pp
Hudock, Inc. CIK 0001543536 0.674 217 8.5 1.1% 5 -0.2 pp -0.7 pp -0.7 pp -2.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 8.4 0.5% 5 -0.1 pp +0.0 pp -0.6 pp -0.6 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 8.4 1.5% 5 -0.1 pp -0.1 pp +0.2 pp +0.3 pp
Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 8.3 3.5% 6 -0.4 pp +0.3 pp +0.6 pp +0.5 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 8.3 1.1% 5 -0.2 pp +0.4 pp +0.5 pp +0.6 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 8.2 2.9% 5 -0.7 pp +0.0 pp +0.0 pp +0.1 pp
Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 8.2 6.7% 2 -1.7 pp +6.7 pp +6.7 pp +6.7 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 8.1 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.0 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 8.0 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.5 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 8.0 1.5% 5 +0.0 pp +0.3 pp +0.4 pp +0.2 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 7.9 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 7.8 0.6% 5 -0.0 pp +0.1 pp +0.3 pp +0.2 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 7.8 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 7.7 0.6% 3 -0.1 pp +0.4 pp +0.6 pp +0.6 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 7.6 1.7% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 7.6 0.8% 5 -0.5 pp -0.3 pp +0.4 pp +0.3 pp
VVR Holdings LLC CIK 0002070884 0.604 38 7.6 3.3% 2 +3.2 pp +3.3 pp +3.3 pp +3.3 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 7.6 0.7% 5 -0.4 pp -0.5 pp -0.6 pp -0.7 pp
Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 7.5 2.3% 5 -1.6 pp -1.1 pp -1.1 pp -0.9 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 7.5 3.4% 5 +0.2 pp +1.4 pp +1.4 pp +1.3 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 7.4 0.8% 5 -0.2 pp -0.1 pp -0.9 pp -1.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 7.2 2.5% 5 -0.2 pp -0.3 pp -0.5 pp -0.7 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 7.2 1.1% 5 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 7.0 4.9% 5 -0.1 pp +1.6 pp +1.9 pp +1.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 7.0 4.1% 5 -0.1 pp -0.0 pp -0.4 pp -1.1 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 7.0 2.2% 5 +2.1 pp +2.1 pp +2.1 pp +2.0 pp
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ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 0.2 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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LongView Wealth Management CIK 0001990190 0.308 227 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.2 0.4% 4 -0.0 pp -0.2 pp -0.2 pp +0.4 pp
Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp -0.1 pp
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NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IFG Advisors, LLC CIK 0001783412 0.743 165 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Aspen Investment Management Inc CIK 0001541596 0.290 187 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 0.2 0.0% 5 -0.5 pp -0.7 pp -1.8 pp -4.3 pp
Troutman Wealth Management, LLC CIK 0002110807 0.623 38 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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K2 Financial Inc. CIK 0002044711 0.455 60 0.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.2 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunflower Bank, N.A. CIK 0001818759 0.686 159 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.1% 4 -0.1 pp -0.4 pp -0.3 pp +0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Fairway Wealth LLC CIK 0002019393 0.715 239 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sankala Group LLC CIK 0002113426 0.123 631 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Main Management LLC CIK 0001583092 0.804 95 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
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SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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
Granite Group Advisors, LLC CIK 0002018114 0.421 84 0.0 0.0% 0 -0.2 pp -0.2 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
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 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 +0.0 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 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
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 +0.0 pp -0.1 pp -0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TABR Capital Management, LLC CIK 0001805603 0.027 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 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 +0.0 pp -3.5 pp -3.7 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 +0.0 pp -0.2 pp -0.2 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 +0.0 pp -7.4 pp +0.0 pp +0.0 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 -0.1 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
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.6 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -2.7 pp -2.9 pp -2.7 pp -3.0 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -1.0 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 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.3 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 +0.0 pp -0.1 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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 +0.0 pp -0.1 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 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.6 pp
Prism Advisors, Inc. CIK 0001717027 0.597 77 0.0 0.0% 0 -0.1 pp -4.1 pp -3.8 pp -3.8 pp
KENNEDY INVESTMENT GROUP, INC. CIK 0001978005 0.332 146 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.2 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
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -5.6 pp -5.6 pp -5.9 pp -8.7 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 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
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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 +0.0 pp -0.1 pp -0.2 pp
Indivisible Partners CIK 0002098400 0.368 637 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Next Level Private LLC CIK 0001910366 0.538 174 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 0.0 0.0% 0 +0.0 pp -1.0 pp -0.6 pp +0.0 pp
INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.5 pp -0.1 pp -0.1 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -2.9 pp -2.6 pp -2.6 pp -2.7 pp
American Money Management, LLC CIK 0001600085 0.433 174 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.3 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.1 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
Prota Financial, LLC CIK 0002126257 0.258 70 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -1.2 pp -1.2 pp -1.2 pp -1.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.3 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 +0.0 pp -0.1 pp -0.1 pp
Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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 +0.0 pp -1.7 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -5.0 pp -2.6 pp -0.9 pp
YANKCOM Partnership CIK 0002036975 0.405 308 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 +0.0 pp -0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
Next Capital Management LLC CIK 0001752762 0.504 138 0.0 0.0% 0 -0.3 pp -0.5 pp -0.4 pp -0.4 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 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
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp +0.0 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
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Willow Financial LLC CIK 0002077046 0.158 37 0.0 0.0% 0 -0.4 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 +0.0 pp -0.2 pp -0.2 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.8 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
Frankly Finances, LLC CIK 0002096338 0.520 90 0.0 0.0% 0 -0.1 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 +0.0 pp -0.3 pp
Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -1.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.2 pp +0.0 pp -0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 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
MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 +0.0 pp -0.1 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 +0.0 pp -1.7 pp -2.3 pp -5.6 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -1.3 pp -1.1 pp -1.0 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
Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.7 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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 +0.0 pp -10.3 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -3.7 pp -3.6 pp -3.8 pp
LAVELLE CAPITAL LP CIK 0002136566 0.357 75 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 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 +0.0 pp -2.0 pp -2.0 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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