Signals

SPTM

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

Flow ranking

Rank#69
Score / z2.900 / 3.48
Consensus259.33 over 470 funds
Momentum-0.13 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest+3% / 1.1d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
LPL Financial LLC CIK 0001403438 0.957 5996 753.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 500.1 0.9% 5 -0.0 pp +0.4 pp +0.4 pp +0.9 pp
Creative Planning CIK 0001540235 0.979 4196 385.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 268.9 2.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 266.8 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 238.8 1.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 227.7 4.3% 5 +0.3 pp +0.2 pp -0.1 pp -0.1 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 203.7 35.2% 5 +10.6 pp +7.6 pp +7.7 pp +7.8 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 157.1 20.8% 5 +0.5 pp -0.0 pp -0.5 pp -0.4 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 142.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 139.9 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 135.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 131.1 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 123.5 9.6% 5 -1.0 pp -1.6 pp -1.9 pp -2.3 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 103.8 37.1% 5 +1.0 pp +0.5 pp +0.6 pp +1.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 102.5 1.2% 6 -0.7 pp -0.9 pp -1.1 pp -1.8 pp
Allworth Financial LP CIK 0001555170 0.907 5124 95.1 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 93.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 92.5 7.2% 5 +0.3 pp -0.3 pp -0.9 pp -1.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 90.7 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 82.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 82.1 6.7% 5 +0.0 pp -0.6 pp -1.0 pp -1.3 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 79.8 6.7% 5 +0.5 pp -2.6 pp -4.4 pp -5.6 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 78.9 14.9% 5 +0.8 pp +0.8 pp +0.8 pp +2.9 pp
Wealthquest Corp CIK 0001632968 0.872 177 78.7 5.0% 4 -0.3 pp -0.3 pp -2.1 pp +5.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 78.0 14.5% 5 +1.1 pp +1.0 pp +1.0 pp +0.9 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 72.3 19.5% 5 +2.5 pp +4.8 pp +7.6 pp +8.6 pp
Financial Strategies Group, Inc. CIK 0001774343 0.651 100 70.9 11.3% 5 +0.0 pp -0.1 pp -0.5 pp -0.6 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 69.6 2.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 69.5 5.7% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 66.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 62.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 61.8 21.0% 5 +0.6 pp -0.5 pp -0.7 pp -0.8 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 61.7 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 59.7 0.3% 5 -0.0 pp -0.7 pp -0.7 pp -0.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 57.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 56.9 3.2% 5 -1.2 pp -1.2 pp -1.2 pp -2.2 pp
CVFG LLC CIK 0002050974 0.313 250 55.9 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 54.2 11.3% 5 +0.5 pp +0.4 pp +0.6 pp +0.6 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 53.2 0.5% 5 +0.0 pp -0.3 pp -0.4 pp -0.3 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 51.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 44.6 4.9% 3 -0.1 pp -1.7 pp +4.9 pp +4.9 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 44.6 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 43.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 43.2 0.9% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 43.0 4.8% 5 -0.1 pp -1.8 pp -3.3 pp -4.7 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 42.9 2.9% 5 +0.2 pp +0.2 pp -0.1 pp -0.1 pp
Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 42.4 9.7% 5 -0.4 pp -1.4 pp -0.9 pp -1.6 pp
Winthrop Advisory Group LLC CIK 0001739043 0.835 226 42.0 2.8% 5 -0.2 pp -0.4 pp -0.5 pp -0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 40.8 0.0% 5 -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 40.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 38.8 7.7% 5 +0.1 pp -0.4 pp +0.0 pp +0.1 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 38.1 5.5% 5 +0.3 pp -2.2 pp -3.6 pp -4.8 pp
Treasure Coast Financial Planning CIK 0001911307 0.681 48 37.8 18.4% 5 +1.5 pp +0.1 pp -0.4 pp -1.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 35.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 35.7 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 35.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 33.8 1.7% 5 +0.0 pp -0.0 pp +0.4 pp -0.0 pp
Rinkey Investments CIK 0001730774 0.601 128 33.0 7.8% 5 +0.4 pp +0.1 pp -0.2 pp -0.7 pp
Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 30.9 4.5% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 29.9 1.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 28.7 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 28.4 0.2% 5 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
Navigation Group, LLC CIK 0002132497 0.648 121 28.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
RVW Wealth, LLC CIK 0001756543 0.783 183 27.6 1.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Financial Planning Fort Collins, LLC CIK 0002111920 0.749 32 27.5 21.7% 2 +0.2 pp +21.7 pp +21.7 pp +21.7 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 27.4 5.2% 5 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
Fox Financial, Inc CIK 0002004131 0.856 12 27.4 19.1% 5 -0.5 pp -1.0 pp -0.7 pp -0.7 pp
DORVAL Corp CIK 0001999144 0.667 49 26.8 7.7% 5 +0.5 pp -0.7 pp -0.6 pp -0.4 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 25.8 10.3% 1 +10.3 pp +10.3 pp +0.0 pp +0.4 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 25.7 0.7% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 25.4 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 24.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 24.0 1.4% 4 +0.2 pp +0.3 pp +0.0 pp +1.4 pp
Zhang Financial LLC CIK 0001776290 0.816 392 23.4 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 22.9 2.2% 5 +0.1 pp -0.8 pp -2.1 pp -2.0 pp
Wall Capital Group, Inc. CIK 0001699803 0.375 30 22.3 18.2% 2 -5.1 pp +18.2 pp +18.2 pp +18.2 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 21.7 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Compass Financial Group, INC/SD CIK 0001964835 0.859 119 21.5 2.5% 5 -0.2 pp -0.4 pp -0.6 pp -0.7 pp
Western Wealth Management, LLC CIK 0001767902 0.458 1001 20.6 0.7% 6 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 20.3 9.3% 5 +0.6 pp -0.1 pp -0.3 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 20.1 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 19.1 9.5% 5 +0.5 pp +0.6 pp +0.4 pp +2.1 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 18.8 1.7% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 18.7 2.0% 5 -0.1 pp -0.7 pp -1.3 pp -1.7 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 18.5 5.8% 5 -0.0 pp +0.4 pp +0.4 pp +0.5 pp
Mueller Wealth, LLC CIK 0002110608 0.850 18 18.4 12.5% 2 +0.7 pp +12.5 pp +12.5 pp +12.5 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 18.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 16.9 3.7% 5 +0.6 pp +0.9 pp +1.1 pp +1.6 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 16.7 0.3% 5 -0.0 pp -0.1 pp -0.4 pp -0.5 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 16.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 16.2 0.3% 5 -0.1 pp +0.2 pp +0.1 pp +0.2 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 16.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 16.0 1.0% 5 -0.0 pp -0.4 pp -0.5 pp +0.3 pp
Bensler, LLC CIK 0001965941 0.354 198 16.0 1.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 15.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 15.6 0.5% 5 -0.5 pp -0.3 pp -0.3 pp -0.4 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 15.6 1.6% 5 +0.4 pp +0.7 pp +0.7 pp +0.8 pp
Ervin Investment Management, LLC CIK 0001907802 0.618 47 15.3 8.3% 5 +0.6 pp +6.1 pp +0.9 pp +0.7 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spartan Planning & Wealth Management CIK 0001749283 0.074 75 15.1 10.0% 5 +1.8 pp -2.9 pp -2.6 pp -2.7 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 15.0 1.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 14.8 0.9% 4 +0.0 pp +0.5 pp +0.5 pp +0.9 pp
Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 14.4 8.9% 5 +0.1 pp +0.4 pp +0.1 pp +0.3 pp
TD Capital Management LLC CIK 0001483824 0.737 797 14.2 1.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
Royal Harbor Partners, LLC CIK 0001801876 0.552 56 14.2 4.4% 5 +0.2 pp -1.9 pp -1.9 pp -2.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
XML Financial, LLC CIK 0001800465 0.420 447 14.1 1.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 14.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M3 Wealth Management, LLC CIK 0002109365 0.344 35 13.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 13.1 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 13.0 1.5% 3 -0.1 pp +0.4 pp +1.5 pp +1.5 pp
G&S Capital LLC CIK 0001731448 0.138 152 12.6 3.7% 5 -0.2 pp -0.8 pp -0.8 pp -0.9 pp
Evensky & Katz LLC CIK 0001357867 0.914 72 12.4 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 12.4 1.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 12.0 4.2% 5 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 12.0 2.0% 5 -0.1 pp -1.6 pp -1.7 pp -1.9 pp
Investors Research Corp CIK 0001730630 0.347 805 11.6 2.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 11.6 6.4% 5 -0.3 pp -0.3 pp -0.1 pp +0.1 pp
IRON Financial LLC CIK 0001595509 0.376 151 11.5 4.8% 5 +0.3 pp -0.1 pp -0.3 pp -0.4 pp
Balentine LLC CIK 0001586678 0.932 243 11.3 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 11.2 1.1% 1 +1.1 pp +1.1 pp +0.1 pp +1.1 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 11.2 2.5% 5 -0.2 pp -0.4 pp -0.3 pp -0.3 pp
FMR LLC CIK 0000315066 0.989 5571 11.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.9 0.2% 7 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 10.6 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 10.5 2.6% 3 -0.8 pp -2.1 pp +2.6 pp +2.6 pp
Breakwater Investment Management CIK 0002025925 0.462 600 10.4 3.5% 5 +0.8 pp +0.8 pp +0.7 pp +0.8 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 10.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
Aldebaran Financial Inc. CIK 0001353110 0.323 82 9.9 8.1% 5 +0.2 pp +0.5 pp +1.1 pp +2.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 9.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Sterneck Capital Management, LLC CIK 0001438574 0.485 103 9.2 3.9% 5 +0.3 pp +0.3 pp +0.4 pp +0.5 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.2 0.3% 5 +0.0 pp -0.1 pp -1.0 pp -1.2 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 9.1 5.1% 5 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 9.1 0.9% 5 +0.1 pp +0.1 pp -0.6 pp +0.2 pp
FreeGulliver LLC CIK 0002032561 0.536 123 9.0 3.2% 5 -0.1 pp -0.4 pp -0.3 pp -0.2 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 8.7 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 8.7 1.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.614 2019 8.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 8.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 7.9 3.3% 2 -1.9 pp +3.3 pp +3.3 pp +3.3 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 7.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 7.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 7.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 7.6 1.1% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 7.6 2.7% 5 -0.1 pp -0.1 pp -0.2 pp -1.2 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 7.6 2.9% 5 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.3 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 7.3 2.5% 5 +0.0 pp +0.1 pp -0.4 pp -0.6 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 7.2 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 7.1 0.7% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 7.0 4.9% 5 +0.5 pp +0.1 pp +0.1 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 6.9 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 6.5 1.0% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Values Added Financial LLC CIK 0001973921 0.422 147 6.2 2.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 6.2 2.0% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 6.1 1.4% 5 +0.0 pp -1.0 pp -0.9 pp -0.9 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 6.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 6.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 6.0 1.5% 5 +0.4 pp +0.6 pp +0.5 pp +0.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 6.0 0.7% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 5.7 1.8% 6 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 5.5 2.8% 6 -0.0 pp -1.3 pp -2.5 pp -7.6 pp
CGN Advisors LLC CIK 0001841506 0.595 322 5.5 0.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 5.4 1.9% 5 -0.0 pp -0.3 pp -0.4 pp -0.4 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 5.3 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Andrews Advisory Associates, LLC CIK 0002110646 0.507 86 5.3 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
Austin Wealth Management, LLC CIK 0002003112 0.631 126 5.2 1.1% 5 +0.0 pp +0.4 pp +0.4 pp +0.3 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 5.2 1.6% 5 -0.3 pp +0.2 pp +0.1 pp +0.1 pp
CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 5.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 5.1 2.1% 5 +0.0 pp -0.7 pp -1.0 pp -1.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 4.9 1.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 4.7 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
DAGCO, INC. CIK 0001767343 0.605 117 4.7 0.9% 5 +0.0 pp -0.2 pp -0.4 pp -0.4 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 4.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 4.4 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 4.4 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 4.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 4.2 0.5% 5 -0.0 pp +0.0 pp +0.1 pp -0.2 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 4.2 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Fullerton Advisors, LLC CIK 0002108355 0.510 54 4.2 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
BANK OF HAWAII CIK 0000315080 0.804 233 4.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 4.1 1.0% 5 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 3.8 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 3.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 3.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 3.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 3.3 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
KWB Wealth CIK 0001822236 0.452 169 3.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 3.2 0.6% 5 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 3.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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SFMG, LLC CIK 0001512026 0.796 334 2.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.6 0.1% 2 -0.0 pp +0.1 pp -0.2 pp -0.0 pp
Red Mountain Financial, LLC CIK 0001997650 0.268 82 2.6 2.2% 5 +0.2 pp +0.0 pp +0.5 pp +1.2 pp
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Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.5 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 2.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Jacksonville Wealth Management, LLC CIK 0002048486 0.545 76 2.3 1.3% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 2.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 2.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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MONECO ADVISORS, LLC CIK 0001765690 0.360 595 2.0 0.1% 6 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
SEMITAM BONAM LLC CIK 0001922963 0.549 50 2.0 1.4% 4 +0.0 pp -0.0 pp -0.1 pp +1.4 pp
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FMA Wealth Management, LLC CIK 0002011155 0.622 42 1.7 1.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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GeoWealth Management, LLC CIK 0001593387 0.736 882 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 1.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.5 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 1.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 1.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Emprise Bank CIK 0002018815 0.570 109 1.5 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Belleair Asset Management, LLC CIK 0002108102 0.373 84 1.4 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.4 0.9% 6 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 1.4 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TLWM CIK 0001732537 0.888 73 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
L & S Advisors Inc CIK 0001392364 0.047 236 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.4 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 1.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 1.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 1.3 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lumbard & Kellner, LLC CIK 0001602476 0.247 108 1.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.3 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Friday Financial CIK 0002048792 0.653 108 1.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 1.3 0.7% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
Financial Plan, Inc. CIK 0002107584 0.868 95 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.3 0.3% 5 +0.0 pp +0.1 pp -0.3 pp +0.2 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 1.2 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARTHUR M. COHEN & ASSOCIATES, LLC CIK 0001692252 0.695 139 1.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 1.2 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 1.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squire Investment Management Company, LLC CIK 0002031291 0.764 89 1.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 1.1 0.5% 4 -0.0 pp +0.3 pp +0.3 pp +0.5 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 1.1 0.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Napier Financial, LLC CIK 0002086579 0.647 472 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 1.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 1.0 0.1% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 1.0 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Curat Global, LLC CIK 0002063003 0.123 251 1.0 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.395 160 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gibson Wealth Advisors LLC CIK 0001911266 0.791 30 1.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Darrow Company, Inc. CIK 0001908169 0.520 58 0.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 0.9 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OLIO Financial Planning CIK 0001906766 0.888 68 0.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 0.9 0.1% 1 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.9 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Indivisible Partners CIK 0002098400 0.368 637 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.8 0.3% 7 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.8 0.1% 2 +0.0 pp +0.1 pp -0.1 pp -0.1 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JERICHO FINANCIAL, LLP CIK 0001841173 0.380 41 0.7 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peirce Capital Management, LLC CIK 0002008166 0.664 45 0.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
GSG Advisors LLC CIK 0001995773 0.640 148 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG HOLDINGS, INC. CIK 0001845210 0.762 87 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Strive Financial Group ,LLC CIK 0002090040 0.068 850 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Wise Wealth Partners CIK 0002056711 0.035 43 0.7 1.2% 5 +0.4 pp +0.3 pp +0.2 pp +0.2 pp
Range Advisory, LLC CIK 2152629 0.575 342 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DLK Investment Management, LLC CIK 0002016793 0.124 96 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.6 0.4% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Goodman Financial Corp CIK 0001382303 0.242 73 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Constant Guidance Financial LLC CIK 0001995383 0.084 67 0.6 0.4% 2 +0.0 pp +0.4 pp -0.0 pp +0.4 pp
Successful Portfolios LLC CIK 0001721780 0.241 199 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Graetz Wealth LLC CIK 0002053877 0.194 84 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.6 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adams Wealth Management CIK 0001803084 0.408 147 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wiser Wealth Management, Inc CIK 0001573263 0.875 75 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
One Wealth Map LLC CIK 0001802635 0.488 90 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Partnership Wealth Management, LLC CIK 0002010656 0.560 67 0.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone Wealth Partners CIK 0001813454 0.281 63 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Nuveen, LLC CIK 0001871926 0.966 3735 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vigilare Wealth Management CIK 0001730889 0.248 123 0.5 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.5 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 1 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 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 +0.0 pp +0.0 pp -1.1 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 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
SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
IRONWOOD WEALTH MANAGEMENT, INC. CIK 0001844821 0.808 21 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 +0.0 pp +0.0 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
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
WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp -0.0 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
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
MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 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
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 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 -0.2 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp -0.2 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 pp -1.6 pp
Black Diamond Financial, LLC CIK 0001759236 0.675 198 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -4.8 pp -4.9 pp -5.3 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
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
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 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 +0.0 pp +0.0 pp -1.1 pp
Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 +0.0 pp -0.9 pp -1.2 pp -1.4 pp
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -2.0 pp -2.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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 -1.9 pp -2.0 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
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -1.5 pp -1.5 pp -1.5 pp -1.6 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status