Signals

← Signals

☆SPTM

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

Flow ranking

Rank#87
Score / z2.261 / 3.20
Consensus230.28 over 419 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+173% / 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 684.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 264.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 264.0 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 236.5 2.9% 3 -0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 231.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 226.8 0.5% 3 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 209.7 4.1% 3 -0.3 pp -0.3 pp +4.1 pp +4.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 163.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 157.0 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 135.2 27.6% 3 +0.0 pp +0.2 pp +27.6 pp +27.6 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 132.7 20.8% 3 -0.5 pp -0.3 pp +20.8 pp +20.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 128.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 121.2 11.1% 3 -0.3 pp -0.7 pp +11.1 pp +11.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 120.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 119.1 2.2% 4 -0.2 pp -0.8 pp -1.5 pp +2.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 118.1 0.0% 3 +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 118.1 0.0% 5 +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 106.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 86.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 86.3 9.2% 3 -1.8 pp -3.0 pp +9.2 pp +9.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 85.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 84.7 36.6% 3 +0.1 pp +0.4 pp +36.6 pp +36.6 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 84.1 7.6% 3 -0.5 pp -1.2 pp +7.6 pp +7.6 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 78.4 7.3% 3 -0.4 pp -0.6 pp +7.3 pp +7.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 78.3 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 73.7 4.3% 3 +0.0 pp -1.0 pp +4.3 pp +4.3 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 69.4 5.2% 2 -1.9 pp +5.2 pp +5.2 pp +5.2 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 65.5 13.6% 3 +0.1 pp -0.1 pp +13.6 pp +13.6 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 65.3 14.1% 3 -0.0 pp +2.1 pp +14.1 pp +14.1 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 62.8 11.4% 3 -0.4 pp -0.5 pp +11.4 pp +11.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 61.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 60.5 2.5% 3 +0.0 pp +0.2 pp +2.5 pp +2.5 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 59.4 5.5% 3 -0.1 pp -0.2 pp +5.5 pp +5.5 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 55.5 21.5% 3 -0.2 pp -0.3 pp +21.5 pp +21.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 51.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 51.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 49.2 10.9% 3 +0.3 pp +0.3 pp +10.9 pp +10.9 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 49.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 48.4 7.7% 3 -1.4 pp -2.6 pp +7.7 pp +7.7 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 46.6 14.7% 3 +2.8 pp +3.8 pp +14.7 pp +14.7 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 43.5 2.5% 3 +0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 43.3 6.6% 3 -1.5 pp -2.8 pp +6.6 pp +6.6 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 42.7 11.1% 3 +0.5 pp -0.2 pp +11.1 pp +11.1 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 39.4 1.5% 3 +0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 37.6 3.2% 3 -0.2 pp -0.3 pp +3.2 pp +3.2 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 36.7 2.7% 3 -0.3 pp -0.2 pp +2.7 pp +2.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 36.6 0.9% 3 +0.0 pp +0.2 pp +0.9 pp +0.9 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 35.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 34.5 18.3% 3 -0.5 pp -1.5 pp +18.3 pp +18.3 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 33.8 8.1% 3 +0.4 pp +0.5 pp +8.1 pp +8.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 32.8 0.0% 4 -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 32.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rinkey Investments CIK 0001730774 0.601 128 30.4 7.7% 3 -0.3 pp -0.8 pp +7.7 pp +7.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 28.9 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 28.7 1.7% 3 +0.4 pp -0.0 pp +1.7 pp +1.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 27.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 27.5 4.5% 3 -0.1 pp -0.1 pp +4.5 pp +4.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 26.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆DORVAL Corp CIK 0001999144 0.667 49 26.3 8.4% 3 +0.1 pp +0.3 pp +8.4 pp +8.4 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 26.2 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 25.4 1.9% 3 -0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 25.2 20.1% 3 +0.3 pp +0.3 pp +20.1 pp +20.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 24.4 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 24.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 22.3 0.8% 3 -0.3 pp -0.4 pp +0.8 pp +0.8 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 21.8 4.8% 3 -0.0 pp +0.1 pp +4.8 pp +4.8 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 21.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 21.3 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 20.5 2.7% 3 -0.6 pp -1.0 pp +2.7 pp +2.7 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 20.2 3.0% 3 -1.3 pp -1.2 pp +3.0 pp +3.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 20.2 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 20.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 19.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 19.0 6.3% 3 +0.0 pp -0.2 pp +6.3 pp +6.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 18.2 3.6% 3 -0.2 pp -0.3 pp +3.6 pp +3.6 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 17.5 12.9% 3 +0.2 pp +0.2 pp +12.9 pp +12.9 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 17.3 0.4% 3 -0.3 pp -0.4 pp +0.4 pp +0.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 17.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 16.8 9.4% 3 -0.2 pp +0.1 pp +9.4 pp +9.4 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 16.6 1.8% 3 -0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 16.2 4.8% 3 -0.1 pp -0.5 pp +4.8 pp +4.8 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 16.2 8.9% 3 -0.2 pp +1.4 pp +8.9 pp +8.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 15.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 14.9 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 14.9 5.4% 3 -0.1 pp +0.1 pp +5.4 pp +5.4 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 14.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Bensler, LLC CIK 0001965941 0.354 198 13.9 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 13.7 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.6 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 13.0 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 12.9 1.5% 3 +0.0 pp -1.6 pp +1.5 pp +1.5 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 12.6 1.4% 3 -0.1 pp +0.8 pp +1.4 pp +1.4 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 12.6 4.4% 3 -0.0 pp -0.1 pp +4.4 pp +4.4 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 12.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 12.2 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 12.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 12.1 8.4% 3 -0.3 pp -0.1 pp +8.4 pp +8.4 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 12.0 2.8% 3 +0.2 pp +0.7 pp +2.8 pp +2.8 pp
☆Investors Research Corp CIK 0001730630 0.347 805 11.6 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Balentine LLC CIK 0001586678 0.932 243 11.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 11.6 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 11.1 4.1% 3 -0.0 pp -0.0 pp +4.1 pp +4.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 10.6 4.9% 3 -0.2 pp -0.3 pp +4.9 pp +4.9 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 10.5 6.7% 3 +0.2 pp +0.4 pp +6.7 pp +6.7 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 10.5 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Freedom Day Solutions, LLC CIK 0001467517 0.377 134 10.5 2.8% 3 +0.0 pp +0.0 pp +2.8 pp +2.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 9.4 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.1 0.4% 3 -0.9 pp -1.0 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.1 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 8.3 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 8.3 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 8.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 8.2 7.6% 3 +0.6 pp +1.5 pp +7.6 pp +7.6 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 8.1 2.8% 3 -0.3 pp -0.3 pp +2.8 pp +2.8 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 8.1 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆Sterneck Capital Management, LLC CIK 0001438574 0.485 103 8.0 3.6% 3 +0.1 pp +0.2 pp +3.6 pp +3.6 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 8.0 5.3% 3 +0.2 pp +0.4 pp +5.3 pp +5.3 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 8.0 3.6% 3 +0.1 pp +0.2 pp +3.6 pp +3.6 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 7.5 2.7% 3 -0.1 pp -0.0 pp +2.7 pp +2.7 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 7.4 0.8% 3 -0.7 pp +0.1 pp +0.8 pp +0.8 pp
☆INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 7.3 4.8% 3 +0.1 pp +0.1 pp +4.8 pp +4.8 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 7.2 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 7.1 2.8% 3 -0.2 pp -1.1 pp +2.8 pp +2.8 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 7.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Aerodigm Wealth, LLC CIK 0001927705 0.629 89 6.7 2.4% 3 -0.5 pp -0.6 pp +2.4 pp +2.4 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 6.7 3.2% 3 +0.1 pp +0.3 pp +3.2 pp +3.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 6.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 6.6 4.1% 4 -1.2 pp -6.3 pp -7.5 pp +4.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 6.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 6.3 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 6.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 6.3 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 5.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 5.3 1.9% 3 +0.0 pp -0.1 pp +1.9 pp +1.9 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 5.2 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 5.2 0.8% 3 -0.0 pp -0.5 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 5.0 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 4.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
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☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 4.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 4.8 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 4.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 4.7 1.6% 4 +0.0 pp +0.2 pp +0.4 pp +1.6 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 4.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
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☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 3.3 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Sequent Planning LLC CIK 0002009724 0.204 269 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TLWM CIK 0001732537 0.888 73 1.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 3 -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
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 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
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -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% 4 +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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp -11.5 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 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 -0.2 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -10.2 pp -9.9 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 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 -1.9 pp -2.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.0 0.0% 0 -0.1 pp -0.1 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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 +0.0 pp -0.2 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
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -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% 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.0 0.0% 0 -0.4 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
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -1.1 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 -0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 +0.0 pp -0.1 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 (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