Signals

← Signals

☆SPTM

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

Flow ranking

Rank#45
Score / z3.686 / 4.70
Consensus200.55 over 385 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-51% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 608.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 222.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 215.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 205.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 195.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 179.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 148.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 143.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 123.4 21.2% 1 +21.2 pp +21.2 pp +21.2 pp +21.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 119.7 3.0% 2 -0.7 pp +3.0 pp +3.0 pp +3.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 118.3 27.4% 1 +27.4 pp +27.4 pp +27.4 pp +27.4 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 115.9 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 102.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 99.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 90.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 86.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 83.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 76.1 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 74.0 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 72.5 36.2% 1 +36.2 pp +36.2 pp +36.2 pp +36.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 69.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 68.9 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 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 64.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 61.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 58.7 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 56.8 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 55.8 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 53.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 52.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 51.5 21.8% 1 +21.8 pp +21.8 pp +21.8 pp +21.8 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 50.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 46.7 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 43.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 43.4 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 42.2 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 41.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 39.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 39.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 36.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 35.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 35.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 34.0 19.8% 1 +19.8 pp +19.8 pp +19.8 pp +19.8 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 32.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 30.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 30.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 29.4 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 28.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rinkey Investments CIK 0001730774 0.601 128 28.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 27.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 27.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 27.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 26.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 25.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 25.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 25.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 24.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 23.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 23.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 23.3 19.7% 1 +19.7 pp +19.7 pp +19.7 pp +19.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 22.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DORVAL Corp CIK 0001999144 0.667 49 22.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 22.5 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 21.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 21.3 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 19.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 19.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 19.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 19.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 19.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 19.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 18.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 18.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 17.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Balefire, LLC CIK 0001750924 0.097 475 17.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 17.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 16.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 16.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 15.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 14.8 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 14.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 14.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 14.6 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 13.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 13.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 13.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 13.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 12.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 12.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 12.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 12.2 10.4% 2 -1.2 pp +10.4 pp +10.4 pp +10.4 pp
☆Ervin Investment Management, LLC CIK 0001907802 0.618 47 12.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Bensler, LLC CIK 0001965941 0.354 198 11.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 11.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 11.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 11.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Balentine LLC CIK 0001586678 0.932 243 11.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 10.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 10.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 10.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 10.1 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 9.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 9.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 9.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 8.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 7.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 7.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 7.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 7.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 7.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 7.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 7.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 6.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 6.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 6.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 6.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 6.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 6.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 6.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 5.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 5.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 5.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 5.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 5.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 5.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 5.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 4.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 4.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 4.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 3.6 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Graypoint LLC CIK 0001794198 0.550 526 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 2.7 1.3% 3 -0.1 pp -0.4 pp +1.3 pp +1.3 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 2.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SFMG, LLC CIK 0001512026 0.796 334 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 2.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 2.2 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Orca Investment Management, LLC CIK 0001511229 0.323 60 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Broderick Brian C CIK 0001314376 0.508 95 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Climber Capital SA CIK 0002011229 0.279 64 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alta Wealth Advisors LLC CIK 0001843826 0.428 170 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Telos Capital Management, Inc. CIK 0001567889 0.442 201 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emprise Bank CIK 0002018815 0.570 109 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.1 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 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆One Wealth Map LLC CIK 0001802635 0.488 90 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 -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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 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 SPTM). Qtrs Held counts distinct quarters this fund has actually held SPTM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPTM position size. Δ columns are the percentage-point change in SPTM'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