Signals

← Signals

☆SPEM

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

Flow ranking

Rank#648
Score / z0.229 / 0.28
Consensus288.78 over 566 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Creative Planning CIK 0001540235 0.979 4196 978.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 767.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 498.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 466.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 285.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 277.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 232.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 228.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 211.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 183.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 158.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 144.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 136.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 114.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 107.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 105.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 96.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 92.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 84.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 77.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 71.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 71.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 66.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 63.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 60.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 59.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 56.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 56.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 48.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 48.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 45.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 42.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 42.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 42.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 42.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 37.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 36.7 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 34.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 34.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 33.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 33.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 32.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 29.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 29.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 29.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 29.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 28.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 27.4 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 27.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 26.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 26.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 26.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 26.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 25.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 25.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 25.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 25.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 24.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 23.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 22.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 21.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 20.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 19.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 18.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 18.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 17.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chaney Capital Management, Inc. CIK 0002012041 0.822 45 17.8 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 17.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 16.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 16.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 16.0 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 15.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 15.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 15.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 15.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 15.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 15.3 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 14.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 14.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 14.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 13.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 13.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 13.4 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 12.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 12.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 12.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Global Investments CIK 0001697953 0.729 523 12.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 11.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TRUEFG, LLC CIK 0001766067 0.882 75 11.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 11.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 11.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 11.3 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 11.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 11.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 10.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 10.3 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 10.3 4.9% 2 +2.3 pp +4.9 pp +4.9 pp +4.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 10.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 10.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 10.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 9.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 9.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 9.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 9.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 9.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 9.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 9.0 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 8.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 8.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 8.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 8.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 8.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 8.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 8.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Affiance Financial, LLC CIK 0001723681 0.836 110 7.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 7.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 7.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 7.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 7.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 7.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 7.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 7.0 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 7.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆David Kennon Inc CIK 0001954126 0.575 45 6.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 6.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 6.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 6.6 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 6.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 6.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 6.4 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 6.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 6.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 6.0 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 6.0 5.6% 2 -0.3 pp +5.6 pp +5.6 pp +5.6 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 5.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 5.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 5.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 5.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rinkey Investments CIK 0001730774 0.601 128 5.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 5.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 5.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 5.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Optas, LLC CIK 0001802961 0.460 494 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Red Wave Investments LLC CIK 0001846493 0.561 122 5.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Delta Wealth Advisors LLC CIK 0001970701 0.505 46 5.0 4.2% 3 -0.1 pp +0.2 pp +4.2 pp +4.2 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 4.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 4.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 4.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 4.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 4.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ADE, LLC CIK 0001845950 0.661 93 4.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 4.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 4.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 3.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 3.9 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 3.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 3.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 3.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 3.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 3.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ervin Investment Management, LLC CIK 0001907802 0.617 47 3.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 3.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 3.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 3.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 3.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 3.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 3.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BayBridge Capital Group, LLC CIK 0001898297 0.330 96 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 2.7 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 2.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 2.5 1.4% 2 -2.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Quent Capital, LLC CIK 0001912338 0.680 1649 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 2.4 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Balefire, LLC CIK 0001750924 0.097 475 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 2.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 2.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MATAURO, LLC CIK 0002052964 0.684 158 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dynamic Financial Group CIK 0002061178 0.528 76 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SPEM). Qtrs Held counts distinct quarters this fund has actually held SPEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPEM position size. Δ columns are the percentage-point change in SPEM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status