Signals

SPYG

1125 in-universe funds with a nonzero position in SPYG within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#33
Score / z4.201 / 5.36
Consensus362.86 over 733 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 3,608.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,833.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1,081.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 974.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 939.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 783.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 537.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 536.9 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 510.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 437.7 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 416.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 406.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 371.3 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 364.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 345.6 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 339.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 335.8 0.1% 1 +0.1 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 326.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 322.3 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 295.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 259.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 257.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 240.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 237.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 233.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 232.7 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 220.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 208.5 5.4% 3 -0.1 pp -0.3 pp +5.4 pp +5.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 196.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 193.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 185.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 182.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 175.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 175.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 164.3 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 157.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 150.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 148.6 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 144.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 142.9 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 140.3 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +17.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 129.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 126.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 124.1 12.7% 1 +12.7 pp +12.7 pp +12.7 pp +12.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 122.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 114.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 113.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 113.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 108.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 103.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 103.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 100.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 98.4 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 94.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 91.5 4.3% 2 +0.5 pp +4.3 pp +4.3 pp +4.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 91.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 89.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KWB Wealth CIK 0001822236 0.452 169 88.7 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 81.1 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
Compton Financial Group, LLC CIK 0001844567 0.139 84 80.8 21.0% 1 +21.0 pp +21.0 pp +21.0 pp +21.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 79.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 79.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 78.1 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 75.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Creative Planning CIK 0001540235 0.979 4196 70.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 70.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 69.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 68.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 65.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 64.2 22.5% 1 +22.5 pp +22.5 pp +22.5 pp +22.5 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 64.1 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 64.0 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 61.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 61.1 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 58.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 57.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 56.3 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 54.5 25.9% 2 +3.1 pp +25.9 pp +25.9 pp +25.9 pp
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 54.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 54.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 52.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 51.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 50.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 47.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
CGN Advisors LLC CIK 0001841506 0.595 322 47.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Rodgers & Associates, LTD CIK 0001846515 0.786 108 46.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 46.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 45.3 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 45.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
TRUEFG, LLC CIK 0001766067 0.882 75 45.0 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 44.3 12.1% 2 +1.0 pp +12.1 pp +12.1 pp +12.1 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 41.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 40.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 39.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 38.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 38.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ERn Financial, LLC CIK 0001768302 0.529 161 37.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 37.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 37.4 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 37.1 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 36.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 35.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 35.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Roberts Financial Services LLC CIK 0001767602 0.852 33 35.7 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
Investments & Financial Planning, LLC CIK 0001909307 0.844 40 35.7 20.5% 1 +20.5 pp +20.5 pp +20.5 pp +20.5 pp
Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 35.4 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 35.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 34.9 2.1% 2 +0.3 pp +2.1 pp +2.1 pp +2.1 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 34.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 34.2 2.7% 3 -1.5 pp -1.6 pp +2.7 pp +2.7 pp
Destiny Capital Corp/CO CIK 0001965275 0.720 58 34.0 20.5% 1 +20.5 pp +20.5 pp +20.5 pp +20.5 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 33.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 33.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
CX Institutional CIK 0001737089 0.437 1568 33.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 32.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 32.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Keystone Financial Group CIK 0001729299 0.524 567 32.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 31.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 31.3 17.3% 3 +2.0 pp -0.1 pp +17.3 pp +17.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 31.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 30.8 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 30.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 30.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 30.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 30.3 2.5% 3 +0.2 pp -0.0 pp +2.5 pp +2.5 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 29.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 29.1 3.1% 2 +1.5 pp +3.1 pp +3.1 pp +3.1 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 28.8 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 28.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 28.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.9 0.2% 3 +0.2 pp -1.0 pp +0.2 pp +0.2 pp
Alta Wealth Advisors LLC CIK 0001843826 0.428 170 27.8 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 27.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 27.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 26.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 26.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 26.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 26.2 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 26.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 26.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 26.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
QUEST INVESTMENT MANAGEMENT LLC CIK 0001036248 0.469 115 25.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 25.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 25.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 25.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 24.7 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 23.9 4.6% 3 +0.8 pp +0.5 pp +4.6 pp +4.6 pp
Choice Wealth Advisors LLC CIK 0001842357 0.702 35 23.5 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.513 75 23.4 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 23.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Graney & King, LLC CIK 0002051568 0.377 383 22.6 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 22.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 22.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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MKT Advisors LLC CIK 0001906802 0.645 155 2.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Composition Wealth, LLC CIK 0001585859 0.755 995 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
626 Financial, LLC CIK 0001911035 0.453 126 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beacon Bank & Trust CIK 0001831984 0.535 160 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.640 153 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wallington Asset Management, LLC CIK 0001426754 0.539 61 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Hiley Hunt Wealth Management CIK 0002048051 0.798 49 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 0.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crescent Sterling, Ltd. CIK 0001962005 0.216 85 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Community Bank, N.A. CIK 0001632187 0.503 530 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fox Financial, Inc CIK 0002004131 0.856 12 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.6 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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McDonough Capital Management, Inc CIK 0001912128 0.662 52 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rockline Wealth Management, LLC CIK 0002005098 0.501 107 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Balentine LLC CIK 0001586678 0.932 243 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMG National Trust Bank CIK 0001388829 0.744 439 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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TCP Asset Management, LLC CIK 0001961898 0.763 141 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Americana Partners, LLC CIK 0001797678 0.514 596 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Prostatis Group LLC CIK 0001649186 0.318 190 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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KPP Advisory Services LLC CIK 0001989349 0.344 361 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 0.4 0.3% 1 +0.3 pp +0.0 pp +0.3 pp +0.3 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Apeiron RIA LLC CIK 0001801846 0.178 162 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
New Covenant Trust Company, N.A. CIK 0002023097 0.387 107 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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Keener Financial Planning LLC CIK 0002004495 0.857 61 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stiles Financial Services Inc CIK 0001904832 0.261 183 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPH & CO CIK 0000941519 0.731 283 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizons Wealth Management CIK 0001943228 0.557 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -5.0 pp -5.3 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status