Signals

← Signals

☆SPSM

1015 in-universe funds with a nonzero position in SPSM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1403
Score / z0.011 / 0.00
Consensus292.92 over 571 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,264.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 990.0 1.9% 3 -0.2 pp -0.2 pp +1.9 pp +1.9 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 644.2 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 302.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 248.5 3.1% 3 -0.1 pp -0.7 pp +3.1 pp +3.1 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 180.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 178.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 163.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 163.1 2.5% 3 +0.1 pp +0.2 pp +2.5 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 130.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 120.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 93.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 89.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 84.8 3.9% 1 +3.9 pp +3.2 pp +3.3 pp +3.9 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 84.8 8.9% 3 -0.7 pp -0.4 pp +8.9 pp +8.9 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 80.7 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 78.8 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 77.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 72.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 61.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MASON STREET ADVISORS, LLC CIK 0001167711 0.906 15 60.6 6.0% 3 +0.4 pp +0.5 pp +6.0 pp +6.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 59.9 1.1% 3 -0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 56.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 55.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 55.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 53.0 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 48.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 47.4 2.8% 3 +1.1 pp +1.9 pp +2.8 pp +2.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 46.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 46.0 2.4% 3 -0.0 pp -0.3 pp +2.4 pp +2.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 44.9 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 43.4 3.5% 3 -0.2 pp +0.7 pp +3.5 pp +3.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 42.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 37.0 2.3% 3 +0.0 pp +0.2 pp +2.3 pp +2.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 36.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 36.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 35.0 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 33.7 4.5% 3 -0.5 pp -0.4 pp +4.5 pp +4.5 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 32.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆One Day In July LLC CIK 0001823172 0.854 167 31.8 2.6% 3 +0.2 pp +0.6 pp +2.6 pp +2.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 30.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 30.1 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 29.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 29.4 2.2% 3 +0.6 pp +2.1 pp +2.2 pp +2.2 pp
☆BOKF, NA CIK 0000009634 0.752 1160 29.3 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 28.7 2.4% 3 +0.3 pp +0.6 pp +2.4 pp +2.4 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 28.4 6.4% 3 -0.1 pp +0.1 pp +6.4 pp +6.4 pp
☆KWB Wealth CIK 0001822236 0.452 169 28.3 2.7% 3 +1.8 pp +1.8 pp +2.7 pp +2.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 27.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 26.4 1.2% 3 +0.4 pp +0.4 pp +1.2 pp +1.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 25.3 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 25.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 24.3 3.5% 3 -0.6 pp -1.0 pp +3.5 pp +3.5 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 24.1 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 23.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 23.0 3.0% 3 -0.0 pp +0.1 pp +3.0 pp +3.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 22.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 21.8 4.1% 3 +0.0 pp +0.2 pp +4.1 pp +4.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 21.3 0.7% 3 -0.3 pp -0.2 pp +0.7 pp +0.7 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 21.1 2.3% 5 -0.0 pp +0.1 pp +0.3 pp +0.1 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 20.6 4.3% 3 +2.2 pp +2.5 pp +4.3 pp +4.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 19.9 0.9% 4 +0.3 pp +0.3 pp +0.0 pp +0.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 19.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 18.6 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 18.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 18.2 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 18.1 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 18.1 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 17.9 8.0% 4 -0.1 pp +0.1 pp -0.2 pp +8.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 17.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 16.9 2.6% 1 +2.6 pp +0.3 pp +2.6 pp +2.6 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 16.7 3.9% 3 -0.0 pp -0.7 pp +3.9 pp +3.9 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 16.4 2.7% 3 -0.0 pp +0.1 pp +2.7 pp +2.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 16.1 0.5% 4 -0.0 pp -1.5 pp -1.9 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 16.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 15.8 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 15.5 1.4% 3 -0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 15.3 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 15.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 14.9 5.0% 3 +0.0 pp +0.0 pp +5.0 pp +5.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 14.9 2.9% 3 -0.2 pp -0.3 pp +2.9 pp +2.9 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 14.6 1.1% 3 +0.1 pp +0.3 pp +1.1 pp +1.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 14.5 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 14.3 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 14.3 1.8% 3 -0.1 pp -1.2 pp +1.8 pp +1.8 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 14.2 1.1% 3 -0.2 pp +0.3 pp +1.1 pp +1.1 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 13.9 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 13.9 3.8% 3 +0.0 pp +0.3 pp +3.8 pp +3.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 13.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 13.0 7.3% 3 -0.6 pp -0.7 pp +7.3 pp +7.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 12.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 12.6 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 12.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.0 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 11.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 11.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 11.5 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 11.3 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 11.1 4.5% 3 -0.0 pp +0.0 pp +4.5 pp +4.5 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 11.0 2.4% 3 -6.5 pp -6.1 pp +2.4 pp +2.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 10.8 3.6% 4 +0.2 pp +0.3 pp +0.3 pp +3.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SilverOak Wealth Management LLC CIK 0001764766 0.811 126 10.7 1.7% 3 +1.1 pp +1.1 pp +1.7 pp +1.7 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 10.5 1.8% 3 +0.1 pp +0.6 pp +1.8 pp +1.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.4 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 9.8 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 9.8 2.3% 3 -0.0 pp +0.2 pp +2.3 pp +2.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 9.7 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 9.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 8.9 0.3% 3 -0.0 pp -0.6 pp +0.3 pp +0.3 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 8.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 8.5 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 8.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 8.4 4.8% 3 +0.9 pp +1.5 pp +4.8 pp +4.8 pp
☆Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 8.3 2.0% 3 +0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 8.2 2.8% 3 +0.2 pp +0.7 pp +2.8 pp +2.8 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 8.2 0.6% 4 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Summit Global Investments CIK 0001697953 0.729 523 7.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆International City Management Association Retirement Corp CIK 0001691813 0.892 6 7.6 3.8% 3 +0.0 pp +0.2 pp +3.8 pp +3.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 7.5 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 7.4 3.3% 3 +0.1 pp -0.0 pp +3.3 pp +3.3 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 7.2 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 7.1 2.0% 3 -0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆Collier Financial CIK 0001902901 0.619 141 7.1 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.1 0.2% 3 -0.0 pp -0.8 pp +0.2 pp +0.2 pp
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☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 0.7 0.3% 3 +0.0 pp -0.3 pp +0.3 pp +0.3 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 0.7 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.6 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.6 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.6 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.5 0.2% 3 -0.1 pp -1.5 pp +0.2 pp +0.2 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 0.5 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Bank of Marin CIK 0001801145 0.155 133 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆ERn Financial, LLC CIK 0001768302 0.529 161 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 0.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mystic Asset Management, Inc. CIK 0001912460 0.344 225 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisors, LLC CIK 0001720969 0.552 337 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.4 0.1% 3 -0.3 pp -0.0 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆October Effect Ltd CIK 0002078353 0.030 64 0.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.4 0.2% 4 -0.1 pp -0.4 pp -1.3 pp +0.2 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.4 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.4 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
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☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.3 0.1% 1 +0.1 pp -9.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 3 -0.2 pp -0.8 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1248 Management, LLC CIK 0002011147 0.275 149 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -4.0 pp -3.4 pp +0.0 pp +0.0 pp
☆Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 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 +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 0.0 0.0% 0 -11.5 pp -11.6 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 +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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
☆WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.2 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 +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 SPSM). Qtrs Held counts distinct quarters this fund has actually held SPSM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPSM position size. Δ columns are the percentage-point change in SPSM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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