Signals

SPYG

1616 in-universe funds with a nonzero position in SPYG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#156
Score / z1.444 / 1.72
Consensus452.28 over 883 funds
Momentum-0.10 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-3%
Short interest+2% / 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)
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 4,834.8 1.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,946.2 3.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,894.0 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,285.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,254.8 5.3% 5 +0.4 pp -0.1 pp +0.1 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,236.0 0.1% 6 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,138.7 0.1% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,129.1 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 660.7 7.2% 5 +0.2 pp -0.0 pp -0.1 pp -1.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 563.8 6.0% 5 +0.3 pp -0.1 pp -0.3 pp -0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 536.0 3.2% 5 +1.9 pp -0.4 pp -0.8 pp -1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 515.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 501.2 3.8% 3 +0.2 pp -0.1 pp +3.8 pp +3.8 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 453.5 3.4% 5 +0.1 pp -0.6 pp -1.8 pp -1.7 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 436.4 10.3% 5 +0.8 pp -0.2 pp +0.2 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 426.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 410.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 404.4 7.7% 5 +0.4 pp -1.0 pp -1.5 pp -1.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 394.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 388.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 375.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 353.4 1.6% 5 +0.0 pp -0.2 pp -0.4 pp -0.2 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 347.5 6.7% 5 +0.7 pp -0.1 pp +0.1 pp +1.2 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 343.7 8.4% 5 +0.5 pp -1.7 pp -1.9 pp -1.6 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 334.7 18.6% 5 +2.7 pp +1.0 pp +2.0 pp +2.8 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 323.8 1.0% 5 +0.2 pp +0.0 pp +0.1 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 311.7 1.4% 5 +0.4 pp +0.3 pp +0.4 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 310.9 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 307.9 0.4% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 293.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 291.0 1.6% 5 +0.0 pp -1.5 pp -1.6 pp -1.7 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 276.9 4.0% 7 +0.6 pp +0.2 pp -0.0 pp -1.4 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 273.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 258.2 9.5% 5 +0.9 pp +0.5 pp +0.9 pp +1.7 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 254.5 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 230.2 2.2% 5 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 215.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 212.9 5.7% 5 +0.3 pp +5.2 pp +0.2 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 211.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 206.7 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 202.3 3.4% 5 +0.1 pp -2.6 pp -0.4 pp -0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 191.4 2.3% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 186.2 0.9% 5 +0.1 pp -0.1 pp -0.0 pp -0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 182.2 16.1% 5 +0.7 pp -0.5 pp -0.2 pp -1.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 180.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 177.2 5.2% 5 +0.4 pp -0.2 pp -0.6 pp -0.5 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 170.1 3.4% 5 +1.0 pp +1.2 pp +1.2 pp +1.4 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 166.7 14.4% 5 +1.4 pp +3.1 pp +3.5 pp +3.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 160.9 10.2% 5 +1.5 pp -0.4 pp +0.3 pp +2.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 158.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 157.2 1.4% 5 +0.1 pp -0.2 pp +0.6 pp +0.6 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 155.7 12.1% 5 -0.3 pp -2.4 pp -0.7 pp -0.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 151.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 144.8 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.6 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 138.5 4.7% 5 +0.8 pp +0.5 pp +0.5 pp +0.4 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 134.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 134.2 5.1% 2 -0.4 pp +5.1 pp +1.0 pp +0.8 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 126.7 6.5% 5 -0.1 pp +0.4 pp +0.3 pp +1.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 117.0 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 108.8 12.4% 5 +1.0 pp +0.2 pp -0.0 pp +0.1 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 108.5 1.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 103.4 14.9% 5 +0.1 pp -0.7 pp +0.1 pp +2.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 102.0 7.6% 5 +0.7 pp +0.4 pp -0.8 pp +2.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 101.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 99.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 97.3 7.7% 5 +2.5 pp -0.7 pp -0.8 pp +0.8 pp
Creative Planning CIK 0001540235 0.979 4196 96.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KWB Wealth CIK 0001822236 0.453 169 95.0 8.1% 5 -1.4 pp -1.8 pp -2.7 pp -2.7 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 94.4 3.0% 5 +0.1 pp -0.8 pp -3.5 pp -3.5 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 91.1 1.8% 5 +0.2 pp +0.1 pp +1.1 pp -0.5 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 91.1 1.9% 5 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 90.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 87.3 1.7% 5 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 86.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 82.5 0.9% 5 +0.1 pp +0.5 pp +0.5 pp +0.4 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 81.1 10.5% 5 +0.6 pp +0.1 pp -0.5 pp -0.1 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 79.8 16.1% 5 +0.8 pp -0.3 pp +0.6 pp +1.2 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 79.6 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 77.0 3.3% 5 +0.2 pp -0.2 pp -0.3 pp -0.5 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 75.1 7.9% 5 +1.3 pp +0.5 pp +0.6 pp +0.8 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 72.8 19.6% 5 +0.4 pp -2.2 pp -3.1 pp -2.9 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 71.2 6.0% 1 +6.0 pp +0.5 pp +0.7 pp +1.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 68.3 1.1% 5 +0.3 pp +0.2 pp +0.6 pp +0.7 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 65.5 0.8% 5 -0.0 pp -0.3 pp -0.3 pp +0.7 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 65.3 3.3% 5 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 63.9 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 63.8 1.0% 5 +0.1 pp -0.2 pp -0.4 pp -0.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 60.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 59.0 3.9% 5 +0.0 pp -0.3 pp -0.5 pp -1.0 pp
Navigation Group, LLC CIK 0002132497 0.648 121 56.5 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 54.8 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CGN Advisors LLC CIK 0001841506 0.595 322 54.7 4.0% 5 +0.2 pp -0.1 pp -0.3 pp -0.2 pp
TRUEFG, LLC CIK 0001766067 0.882 75 54.4 12.7% 5 +0.9 pp +0.0 pp -0.3 pp -0.7 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 54.1 3.0% 5 +0.6 pp +0.0 pp -0.1 pp +0.1 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 54.1 2.0% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 53.5 4.9% 5 +0.2 pp -0.2 pp -0.3 pp -0.2 pp
Keystone Financial Group CIK 0001729299 0.524 567 52.7 3.1% 5 +0.6 pp +0.4 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 52.7 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
71 West Capital Partners CIK 0002111530 0.838 382 52.4 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 51.1 20.9% 6 -1.5 pp -3.0 pp -5.7 pp -5.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 50.0 2.5% 5 +0.7 pp +0.6 pp +1.0 pp +0.5 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 49.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 49.0 7.5% 5 +0.4 pp -0.5 pp -0.5 pp -0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 48.8 4.8% 6 +0.0 pp +0.8 pp +1.1 pp +1.8 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 48.6 4.0% 5 +0.2 pp +0.2 pp +0.3 pp +0.1 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 48.5 8.4% 5 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 47.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 47.3 5.6% 5 +0.3 pp -0.3 pp -0.4 pp -0.5 pp
TLWM CIK 0001732537 0.888 73 46.3 7.5% 3 +0.7 pp +3.1 pp +7.5 pp +7.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 45.9 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 45.2 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 45.0 7.6% 5 +1.0 pp +1.0 pp +1.2 pp +1.2 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 44.8 20.8% 5 +0.9 pp +0.2 pp -0.2 pp +0.4 pp
ERn Financial, LLC CIK 0001768302 0.529 161 44.5 7.4% 5 +0.5 pp -0.3 pp -0.9 pp -0.6 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 44.1 1.4% 6 +0.0 pp -0.4 pp -0.6 pp -0.6 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 44.1 7.4% 5 +0.7 pp -0.1 pp -0.1 pp -0.2 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 43.9 20.8% 5 +1.3 pp +0.2 pp -0.1 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 42.9 9.3% 5 +1.2 pp +0.5 pp -0.7 pp -0.7 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 42.4 1.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 42.0 8.6% 5 +0.3 pp +0.3 pp +6.2 pp +6.3 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 41.8 11.3% 5 +0.2 pp -0.3 pp -0.7 pp -1.8 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 41.4 17.1% 7 +2.2 pp +0.4 pp +0.1 pp -0.3 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 39.6 2.1% 7 -0.1 pp +0.0 pp -0.2 pp -0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 39.6 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 39.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 38.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp -1.9 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 38.5 5.1% 5 -0.1 pp -0.8 pp -1.0 pp -1.4 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 37.9 2.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 37.5 14.6% 5 -2.0 pp -1.0 pp -0.8 pp -5.4 pp
Retirement Management Systems Inc. CIK 0002110516 0.643 55 37.3 7.6% 2 +0.1 pp +7.6 pp +7.6 pp +7.6 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 36.4 2.5% 5 +0.1 pp +0.4 pp +0.6 pp +0.5 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 36.1 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 35.6 6.9% 5 -7.3 pp -13.7 pp -15.0 pp -14.2 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 35.5 0.2% 5 +0.2 pp -0.5 pp -0.5 pp -0.5 pp
RETIREMITTEN FINANCIAL LLC CIK 0002127635 0.842 47 34.6 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 34.1 4.1% 5 +0.3 pp +0.1 pp +1.0 pp +1.3 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 34.1 2.6% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 33.8 0.9% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
CX Institutional CIK 0001737089 0.437 1568 33.7 1.0% 5 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 33.3 3.3% 5 +0.0 pp -0.5 pp -0.6 pp -0.7 pp
CVFG LLC CIK 0002050974 0.313 250 33.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 33.0 3.6% 3 +0.1 pp -0.4 pp +3.6 pp +3.6 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 32.5 9.5% 5 +0.6 pp -1.5 pp -1.5 pp -2.8 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 32.4 10.3% 5 +1.0 pp +1.9 pp +2.7 pp +0.7 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 31.9 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 31.7 15.1% 4 +1.5 pp +0.4 pp -2.2 pp +15.1 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 31.1 0.9% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 31.1 9.8% 5 +0.7 pp +0.0 pp -0.4 pp -0.9 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 30.7 2.0% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 30.5 3.5% 3 +0.7 pp +0.9 pp +3.5 pp +1.3 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 30.4 3.2% 5 +0.2 pp -0.0 pp +1.7 pp +2.8 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 30.0 5.5% 5 +1.3 pp +1.0 pp +4.1 pp +4.8 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 29.7 6.9% 5 +0.2 pp -3.1 pp -3.9 pp -4.1 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 29.7 12.9% 5 +1.2 pp +0.8 pp +0.7 pp +1.8 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 29.3 3.4% 5 +0.3 pp +0.5 pp +0.7 pp +0.6 pp
Graney & King, LLC CIK 0002051568 0.377 383 29.3 10.5% 5 +5.5 pp +5.0 pp +5.1 pp -4.6 pp
Marathon Mission, Inc. CIK 0001987261 0.620 57 29.0 14.5% 5 +1.2 pp +0.9 pp +0.8 pp +1.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 28.5 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 28.4 2.2% 5 +0.4 pp +1.5 pp +1.5 pp +1.2 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 27.8 3.5% 5 +0.2 pp -0.1 pp +0.1 pp -0.2 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 27.7 3.2% 6 +0.2 pp +0.2 pp +0.5 pp +0.4 pp
VICUS CAPITAL CIK 0001544806 0.660 268 27.6 1.8% 5 +0.1 pp -0.1 pp -0.0 pp +0.0 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 27.5 9.9% 6 -0.5 pp -2.1 pp -2.4 pp -2.2 pp
TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 27.5 2.8% 5 +0.3 pp +0.1 pp -0.3 pp -0.3 pp
Choice Wealth Advisors LLC CIK 0001842357 0.702 35 27.5 9.6% 5 +0.6 pp -0.1 pp -0.9 pp -1.0 pp
Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 27.4 13.5% 5 +1.8 pp +5.2 pp +3.2 pp +3.8 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 27.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 27.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRANVILLE CAPITAL, INC. CIK 0001404784 0.710 86 27.1 12.1% 2 +0.8 pp +12.1 pp +12.1 pp +12.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 26.9 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 26.7 0.6% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 26.7 2.0% 5 +0.1 pp -0.2 pp -0.3 pp -0.2 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 26.4 11.8% 5 -0.6 pp +0.1 pp +0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 26.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 26.1 1.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 26.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 25.8 0.6% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 25.8 3.0% 5 +0.1 pp -0.1 pp -0.1 pp +1.1 pp
Fortitude Financial, LLC CIK 0002066105 0.084 28 25.3 22.8% 2 +11.2 pp +22.8 pp +22.8 pp +22.8 pp
Hofer & Associates. Inc CIK 0001958491 0.511 70 24.7 11.9% 5 +1.0 pp +0.3 pp -0.3 pp -0.5 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 24.7 9.8% 1 +9.8 pp +9.8 pp -3.6 pp -3.7 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 24.6 0.4% 4 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 24.5 10.6% 2 +0.6 pp +10.6 pp +10.6 pp -1.4 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 24.5 3.8% 5 +0.3 pp -0.0 pp -0.1 pp +1.9 pp
Investors Research Corp CIK 0001730630 0.347 805 24.5 4.4% 5 +0.5 pp +0.4 pp +0.5 pp +0.8 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 24.1 0.9% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 23.7 0.4% 7 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 23.6 7.3% 5 -0.0 pp -0.8 pp -3.1 pp -2.6 pp
Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 23.6 11.6% 5 +0.9 pp +0.1 pp +0.1 pp +0.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 23.2 0.9% 6 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 23.2 2.7% 5 +0.0 pp -0.4 pp -0.5 pp -0.6 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 23.0 3.4% 5 +0.3 pp -0.5 pp +0.2 pp +0.3 pp
1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 23.0 2.6% 5 +0.6 pp +0.9 pp +1.0 pp +1.1 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 22.7 5.6% 5 -0.0 pp +0.2 pp +0.4 pp +0.5 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 22.6 2.2% 5 +0.2 pp +0.1 pp -0.0 pp -0.0 pp
Optas, LLC CIK 0001802961 0.460 494 22.5 3.2% 5 +0.4 pp +0.2 pp -0.2 pp -0.4 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 22.0 8.3% 5 -1.1 pp +2.0 pp +2.2 pp +3.0 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 22.0 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 21.9 8.4% 5 +0.4 pp -1.7 pp -1.9 pp -1.8 pp
Collier Financial CIK 0001902901 0.619 141 21.7 14.9% 4 -0.4 pp -1.4 pp -3.0 pp +14.9 pp
Navalign, LLC CIK 0001820593 0.504 132 21.7 5.1% 5 +0.5 pp +0.4 pp -0.1 pp +0.0 pp
TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 21.2 8.9% 2 +8.2 pp +8.9 pp +8.9 pp +8.9 pp
Systelligence, LLC CIK 0001882691 0.094 62 21.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 20.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 20.7 5.0% 5 +3.7 pp +3.4 pp +3.1 pp +3.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 20.6 0.7% 5 +0.6 pp +0.5 pp +0.5 pp +0.6 pp
Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 20.5 11.8% 2 +1.3 pp +11.8 pp +11.8 pp +11.8 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 20.5 1.0% 5 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 20.4 4.7% 4 +4.7 pp +4.6 pp -0.3 pp +4.7 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 20.2 1.2% 6 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 19.6 4.4% 5 +0.3 pp -0.1 pp -0.3 pp +0.3 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 19.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
ALPHA CAPITAL ADVISORS INC /ADV CIK 0001027694 0.628 34 19.5 16.9% 2 +1.2 pp +16.9 pp +16.9 pp +16.9 pp
Benchmark Financial, LLC CIK 0002107260 0.479 54 19.3 15.7% 2 +1.6 pp +15.7 pp +15.7 pp +15.7 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 19.0 2.7% 5 -2.6 pp -3.0 pp -3.9 pp -4.3 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 18.9 0.7% 5 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
PECAUT & CO. CIK 0001597200 0.622 65 18.5 5.7% 5 +0.7 pp +0.3 pp +0.3 pp +0.8 pp
Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 18.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Petix & Botte Co CIK 0001803255 0.507 144 18.4 3.7% 5 +0.8 pp +0.9 pp +1.3 pp +1.6 pp
Hobart Private Capital, LLC CIK 0001767062 0.311 137 18.4 3.1% 5 +0.2 pp +0.0 pp -0.2 pp -0.4 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 18.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
Able Wealth Management LLC CIK 0002011908 0.307 182 18.2 4.2% 5 +0.7 pp +0.8 pp +1.1 pp +1.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 17.5 1.2% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 17.5 0.5% 6 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 17.2 1.0% 5 +0.1 pp +0.0 pp -0.2 pp -0.0 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 17.2 3.2% 5 +0.5 pp +0.5 pp +0.4 pp +0.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.1 0.1% 7 +0.1 pp -0.2 pp -0.3 pp -0.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 17.1 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 17.1 0.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 17.1 5.1% 5 +0.6 pp +0.0 pp -1.4 pp -1.3 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 17.0 2.1% 5 +0.1 pp +0.5 pp +0.3 pp +0.3 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 16.9 2.4% 6 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 16.9 4.1% 5 +0.0 pp -0.3 pp -0.1 pp -1.7 pp
Ascent Group, LLC CIK 0001913231 0.508 808 16.8 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
CBM Financial, LLC CIK 0002055702 0.864 16 16.4 9.8% 3 -0.1 pp +0.4 pp +9.8 pp +9.8 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 16.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Millington Financial Advisors, LLC CIK 0001924615 0.364 128 16.3 6.4% 5 -0.3 pp -0.3 pp -1.4 pp -2.4 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 16.2 0.9% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 16.1 6.2% 5 +0.3 pp -0.5 pp -0.4 pp -0.4 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 16.1 2.5% 6 +0.3 pp +0.1 pp +0.0 pp -0.2 pp
Walsh & Associates, LLC CIK 0002135144 0.507 245 16.1 13.1% 2 +0.0 pp +13.1 pp +13.1 pp +13.1 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 16.1 4.4% 5 +2.7 pp +2.7 pp +2.7 pp +2.9 pp
Stone Wealth Partners CIK 0001813454 0.281 63 15.9 11.6% 2 -0.2 pp +11.6 pp +11.6 pp +11.6 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 15.8 5.4% 5 +0.7 pp +0.7 pp +0.7 pp +1.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 15.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TAGStone Capital, Inc. CIK 0001903044 0.437 139 15.7 5.0% 5 +0.5 pp +0.1 pp +0.2 pp +0.1 pp
Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 15.5 7.7% 2 -0.3 pp +7.7 pp +7.7 pp +7.7 pp
Macco Financial Group, Inc. CIK 0002111816 0.527 22 15.5 10.0% 2 +4.9 pp +10.0 pp +10.0 pp +10.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 15.2 0.9% 4 +0.0 pp -0.0 pp +0.0 pp +0.9 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 14.7 1.7% 5 -0.4 pp -1.6 pp -1.6 pp -1.8 pp
Seal Cove Capital, LLC CIK 0002135303 0.355 10 14.7 11.2% 2 +0.7 pp +11.2 pp +11.2 pp +11.2 pp
Aureum Wealth Management, LLC CIK 0002093444 0.383 62 14.6 9.0% 2 +1.1 pp +9.0 pp +9.0 pp +9.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 14.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 14.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 14.1 2.2% 5 +0.2 pp +0.1 pp +0.0 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 14.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BCS Wealth Management CIK 0001798172 0.420 270 14.0 2.5% 5 +0.2 pp +0.1 pp -0.0 pp +0.3 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 13.8 3.8% 5 +0.3 pp -0.2 pp -0.3 pp -0.3 pp
Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 13.7 7.4% 5 +0.9 pp +0.4 pp +0.4 pp +0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 13.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Zero LLC CIK 0002079032 0.418 107 13.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 13.5 4.7% 5 +0.6 pp +0.5 pp +0.9 pp +0.9 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 13.4 2.9% 5 +1.8 pp +2.2 pp +2.4 pp +2.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 13.3 1.3% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 13.3 1.5% 1 +1.5 pp +1.5 pp +0.3 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 13.2 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 13.2 2.8% 5 +0.2 pp -1.0 pp -1.5 pp -1.8 pp
Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 13.1 6.6% 5 +0.2 pp -0.0 pp -0.1 pp +0.7 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 12.9 0.3% 5 +0.2 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 12.4 1.8% 2 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 12.4 2.2% 5 -0.1 pp -0.3 pp -0.9 pp -0.9 pp
Sequent Asset Management, LLC CIK 0001509550 0.594 89 12.3 5.2% 5 +0.2 pp -0.7 pp -0.7 pp -3.9 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 12.1 0.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 12.1 2.9% 5 +0.1 pp -1.8 pp -2.2 pp -2.2 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 12.0 4.9% 6 +0.3 pp -0.3 pp -0.5 pp -0.6 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.0 0.1% 5 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
Melone Private Wealth, LLC CIK 0001905765 0.503 58 11.9 4.5% 5 +0.4 pp -0.1 pp -1.5 pp -1.5 pp
Oxinas Partners, LLC CIK 0001759320 0.300 149 11.9 4.7% 5 +0.2 pp -0.3 pp -0.8 pp -0.2 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 11.8 4.9% 5 +0.2 pp +0.1 pp +0.1 pp -0.2 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 11.7 0.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 11.6 3.0% 5 +0.1 pp -1.1 pp -1.1 pp -1.2 pp
Town Capital LLC CIK 1871352 0.216 75 11.5 7.3% 2 +0.7 pp +7.3 pp +7.3 pp +7.3 pp
Tidemark, LLC CIK 0002009591 0.305 935 11.4 2.6% 2 +0.1 pp +2.6 pp -2.5 pp -2.6 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 11.2 1.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 11.2 1.8% 5 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.1 0.2% 1 +0.2 pp -0.0 pp -0.1 pp +0.2 pp
TSFG, LLC CIK 0001800513 0.413 891 11.0 1.4% 5 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 10.9 6.1% 5 +0.5 pp +0.3 pp +0.6 pp +0.7 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 10.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
LifePlan Financial, LLC CIK 0001739485 0.222 89 10.8 7.6% 5 +0.8 pp +0.3 pp +0.0 pp +0.1 pp
ArborFi Advisors, LLC CIK 0002054674 0.483 45 10.8 7.8% 5 +0.5 pp -1.2 pp -1.5 pp -2.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 10.7 0.6% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
Breakwater Capital Group CIK 0001964309 0.408 374 10.7 1.3% 5 +0.1 pp +0.0 pp -0.3 pp -0.3 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 10.7 1.3% 5 -0.1 pp -0.1 pp -0.4 pp -0.6 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 10.7 2.5% 5 -0.1 pp -0.4 pp -0.5 pp -0.5 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 10.6 3.3% 5 +0.3 pp +0.0 pp -0.2 pp -0.3 pp
SFAM, LLC CIK 0001713286 0.679 262 10.6 8.6% 2 +0.8 pp +8.6 pp +8.6 pp +8.6 pp
Compass Financial Group, Inc. CIK 0001666910 0.564 51 10.6 4.5% 5 +0.4 pp +0.2 pp +0.4 pp +0.3 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 10.6 7.5% 7 +0.5 pp -0.2 pp -0.5 pp -0.2 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 10.5 0.6% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 10.5 4.5% 5 +0.1 pp -0.6 pp -0.8 pp -2.8 pp
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FDx Advisors, Inc. CIK 0001566601 0.342 179 10.4 3.1% 2 +0.8 pp +3.1 pp +0.5 pp +0.6 pp
Founders Capital Management CIK 0001704300 0.418 420 10.4 4.5% 5 +0.3 pp -0.4 pp -0.4 pp -0.5 pp
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1ST SOURCE BANK CIK 0000356264 0.857 289 10.1 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Financial Council, LLC CIK 0001883629 0.681 106 10.0 3.2% 5 +0.0 pp -0.3 pp -0.6 pp -0.5 pp
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Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 10.0 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 10.0 0.9% 5 -0.0 pp -0.8 pp -0.9 pp -1.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 9.7 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 9.5 0.3% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 9.5 5.2% 4 -0.7 pp -0.6 pp -0.5 pp +5.2 pp
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Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 9.3 7.4% 4 +5.2 pp +5.6 pp +5.5 pp +7.4 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 9.2 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 9.2 0.6% 1 +0.6 pp +0.5 pp +0.5 pp +0.5 pp
Marion Wealth Management CIK 0001911097 0.503 156 9.1 1.9% 5 +0.2 pp -0.1 pp -0.1 pp -0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 9.0 1.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Philadelphia Investment Partners, LLC CIK 0002131511 0.329 183 9.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 8.9 1.1% 5 +0.1 pp -0.2 pp -0.3 pp +0.5 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 8.9 0.6% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 8.9 3.5% 7 +0.5 pp +0.6 pp +0.7 pp +0.9 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 8.9 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC CIK 0002122180 0.152 154 8.9 6.9% 2 +0.8 pp +6.9 pp +6.9 pp +6.9 pp
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City Center Advisors, LLC CIK 0002030341 0.089 170 8.8 7.1% 5 +0.4 pp -0.2 pp -0.1 pp -0.5 pp
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Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 8.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 8.6 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 8.6 0.3% 5 -0.2 pp -0.3 pp -0.7 pp -0.8 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.5 0.5% 5 +0.0 pp -0.2 pp -0.3 pp -0.5 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 8.5 3.6% 5 +0.7 pp -0.6 pp -1.2 pp -1.1 pp
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TritonPoint Partners, LLC CIK 0002111167 0.020 351 8.5 0.7% 2 -2.0 pp +0.7 pp +0.7 pp +0.7 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 8.5 4.8% 5 +1.5 pp +1.5 pp +1.7 pp -0.0 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 8.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 8.3 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Auour Investments LLC CIK 0001789310 0.580 95 8.3 2.4% 5 +0.2 pp +0.0 pp -0.2 pp -0.1 pp
Hilltop Partners LLC CIK 0001957867 0.083 150 8.3 2.0% 5 -1.7 pp -1.9 pp -2.0 pp -1.8 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 8.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
One Day In July LLC CIK 0001823172 0.854 167 8.2 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 8.2 1.9% 5 +0.2 pp +0.2 pp -0.0 pp -1.1 pp
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Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 8.0 2.8% 5 +2.6 pp +2.7 pp +2.7 pp +2.7 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 7.9 0.8% 5 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 7.8 2.1% 5 +0.0 pp -0.5 pp -0.5 pp -0.7 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 7.7 2.2% 3 +0.7 pp +0.9 pp +2.2 pp +2.2 pp
MidFirst Bank CIK 0002077076 0.526 943 7.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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Continuum Advisory, LLC CIK 0001846532 0.320 1986 7.4 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 7.3 2.1% 5 -0.1 pp -0.4 pp -0.5 pp -0.7 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 7.3 1.8% 5 +0.3 pp +0.3 pp +0.5 pp +0.4 pp
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Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 7.0 0.2% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
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Advisor OS, LLC CIK 0001767580 0.509 586 6.9 0.5% 5 +0.3 pp -0.1 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.8 0.1% 5 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 6.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 6.7 3.6% 5 +0.6 pp +0.4 pp +0.7 pp +1.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.6 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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Compass Financial Services Inc CIK 0002039088 0.671 57 6.6 2.5% 5 +0.2 pp +0.3 pp +0.5 pp +0.9 pp
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AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 6.5 2.9% 5 +0.1 pp -0.3 pp -0.3 pp -0.4 pp
GLR Partners, LLC CIK 0002134831 0.349 111 6.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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One Capital Management, LLC CIK 0001606588 0.779 522 6.0 0.2% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
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IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 5.9 0.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
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JDM Financial Group LLC CIK 0001960212 0.638 332 5.7 2.0% 5 +0.2 pp +0.1 pp -0.0 pp -0.2 pp
Uptown Financial Advisors LLC CIK 0002066147 0.521 77 5.7 4.2% 6 +0.4 pp -0.2 pp -0.4 pp -0.2 pp
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CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 5.4 1.1% 5 -0.1 pp -0.5 pp -1.2 pp -1.4 pp
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RKL Wealth Management LLC CIK 0001604723 0.802 189 3.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 3.8 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Peck Wealth Management, LLC CIK 0002135125 0.155 127 1.5 1.3% 3 +0.1 pp -0.3 pp +1.3 pp +1.3 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 1.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.5 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.5 0.5% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 1.5 0.1% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 1.5 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 1.5 1.4% 5 +0.4 pp +0.2 pp +0.4 pp +0.6 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 1.5 0.5% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.5 0.6% 1 +0.6 pp +0.0 pp -1.2 pp -0.7 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 1.5 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 1.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CV Advisors LLC CIK 0001872254 0.581 133 1.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 1.4 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.4 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
PMG Wealth Management, Inc. CIK 0002052904 0.466 61 1.3 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 1.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 1.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 1.3 0.3% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sherman Wealth Management LLC CIK 0002096110 0.392 84 1.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.3 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 1.3 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 1.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 1.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GGM Financial LLC CIK 0002021722 0.308 265 1.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 1.2 0.3% 5 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Spire Wealth Management CIK 0001858740 0.515 2226 1.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.2 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
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MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Arlington Trust Co LLC CIK 0001997685 0.934 846 1.2 0.1% 2 +0.0 pp +0.1 pp -0.6 pp -0.6 pp
John W. Brooker & Co., CPAs CIK 0001798926 0.112 71 1.2 1.5% 3 -0.0 pp -0.4 pp +1.5 pp +1.5 pp
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Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 1.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
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TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 1.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Ellevest, Inc. CIK 0001644128 0.537 469 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 1.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -0.1 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 +0.0 pp +0.0 pp -0.9 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.4 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.6 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.2 pp +0.0 pp -2.6 pp -2.3 pp
HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 +0.0 pp -0.4 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 -0.4 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp -0.8 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -7.2 pp -7.2 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -1.3 pp -1.0 pp -0.2 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 -0.4 pp -1.0 pp -0.9 pp -0.9 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 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 -0.5 pp +0.0 pp -0.1 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
MY Wealth Management Inc. CIK 0001827845 0.000 46 0.0 0.0% 0 -1.0 pp -1.2 pp -1.1 pp -1.1 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
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -2.2 pp -2.3 pp -2.4 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.9 pp -1.0 pp -0.9 pp -0.8 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
KWMG, LLC CIK 0001633024 0.515 153 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
STAR Financial Bank CIK 0001965329 0.528 109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -3.6 pp -4.0 pp -4.1 pp -4.1 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
First Western Trust Bank CIK 0001513189 0.923 215 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp -10.6 pp -11.1 pp
Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp -3.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.2 pp -0.6 pp -0.6 pp
Sterling Manor Financial, LLC CIK 0001842015 0.520 39 0.0 0.0% 0 -5.8 pp -7.0 pp -7.0 pp -8.2 pp
Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp -0.4 pp
MWA Asset Management CIK 0001903058 0.228 129 0.0 0.0% 0 -0.1 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
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.6 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -4.4 pp -4.3 pp -4.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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 -0.3 pp
Vectors Research Management, LLC CIK 0001750557 0.310 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.0 0.0% 0 +0.0 pp -2.5 pp -6.8 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 pp -0.9 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp -1.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
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
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp -3.9 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 +0.0 pp -1.2 pp -1.6 pp -1.2 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.2 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.3 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 SPYG). Qtrs Held counts distinct quarters this fund has actually held SPYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYG position size. Δ columns are the percentage-point change in SPYG'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