Signals

SPYM

1473 in-universe funds with a nonzero position in SPYM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#4
Score / z13.081 / 19.60
Consensus470.25 over 949 funds
Momentumno 12m return

Price & positioning

250 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
USS Investment Management Ltd CIK 0001587381 0.888 617 5,202.0 23.7% 2 +5.8 pp +23.7 pp +23.7 pp +23.7 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 5,126.7 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3,969.0 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3,796.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Creative Planning CIK 0001540235 0.979 4196 2,509.2 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,321.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,116.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kedalion Capital Management LLP CIK 0002041209 0.814 3 1,009.3 37.9% 2 +18.0 pp +37.9 pp +37.9 pp +37.9 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 828.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 782.6 4.3% 2 +3.9 pp +4.3 pp +4.3 pp +4.3 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 747.1 5.7% 2 +0.1 pp +5.7 pp +5.7 pp +5.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 672.3 0.9% 3 -0.5 pp -0.2 pp +0.9 pp +0.9 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 646.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 610.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 601.0 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 594.2 25.8% 2 -0.7 pp +25.8 pp +25.8 pp +25.8 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 465.7 4.8% 2 +0.1 pp +4.8 pp +4.8 pp +4.8 pp
TIG Advisors, LLC CIK 0001358253 0.195 100 464.5 28.7% 1 +28.7 pp +28.7 pp +28.7 pp +28.7 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 442.5 30.0% 2 +0.8 pp +30.0 pp +30.0 pp +30.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 391.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 387.9 3.7% 2 +1.5 pp +3.7 pp +3.7 pp +3.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 366.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 363.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 357.2 15.2% 2 -0.6 pp +15.2 pp +15.2 pp +15.2 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 356.8 8.0% 2 +0.3 pp +8.0 pp +8.0 pp +8.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 343.2 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 336.5 7.0% 2 -0.1 pp +7.0 pp +7.0 pp +7.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 330.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 324.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 307.0 24.5% 2 +4.4 pp +24.5 pp +24.5 pp +24.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 301.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 300.7 8.8% 2 -0.4 pp +8.8 pp +8.8 pp +8.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 296.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gradient Investments LLC CIK 0001542265 0.563 448 293.7 4.9% 2 +0.2 pp +4.9 pp +4.9 pp +4.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 289.7 5.2% 4 -1.6 pp -2.3 pp -2.0 pp +5.2 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 275.1 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 260.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 250.2 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 249.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 243.9 10.6% 2 -3.3 pp +10.6 pp +10.6 pp +10.6 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 241.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 219.1 3.3% 2 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 209.8 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 209.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 200.1 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 181.1 27.1% 2 -0.1 pp +27.1 pp +27.1 pp +27.1 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 179.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 169.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 169.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 167.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 166.5 9.2% 2 +0.3 pp +9.2 pp +9.2 pp +9.2 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 162.8 5.7% 2 +1.0 pp +5.7 pp +5.7 pp +5.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 162.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 161.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 145.9 19.8% 2 -16.5 pp +19.8 pp +19.8 pp +19.8 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 137.9 7.7% 2 -0.2 pp +7.7 pp +7.7 pp +7.7 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 136.9 12.9% 2 +0.6 pp +12.9 pp +12.9 pp +12.9 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 132.3 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 131.0 4.6% 2 +0.0 pp +4.6 pp +4.6 pp +4.6 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 129.9 22.2% 2 +0.6 pp +22.2 pp +22.2 pp +22.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 127.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 125.7 7.3% 2 -3.1 pp +7.3 pp +7.3 pp +7.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 122.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 121.8 10.5% 2 +4.0 pp +10.5 pp +10.5 pp +10.5 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 113.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
VICUS CAPITAL CIK 0001544806 0.660 268 111.1 8.5% 2 +8.2 pp +8.5 pp +8.5 pp +8.5 pp
Ascent Group, LLC CIK 0001913231 0.508 808 107.1 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 101.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 99.1 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
World Investment Advisors CIK 0001652594 0.670 1523 97.0 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 96.8 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 95.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 92.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 90.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 89.9 33.9% 1 +33.9 pp -5.2 pp -10.6 pp +33.9 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 87.2 6.7% 2 +0.2 pp +6.7 pp +6.7 pp +6.7 pp
Crews Bank & Trust CIK 0002052279 0.645 662 85.8 12.6% 2 +0.6 pp +12.6 pp +12.6 pp +12.6 pp
Mizuho Bank, Ltd. CIK 0001512734 0.000 6 85.4 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 83.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 81.4 3.1% 2 +0.8 pp +3.1 pp +3.1 pp +3.1 pp
Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 80.9 40.1% 2 -1.4 pp +40.1 pp +40.1 pp +40.1 pp
Brown Financial Advisory CIK 0001843853 0.850 49 80.4 42.1% 2 +0.8 pp +42.1 pp +42.1 pp +42.1 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 78.0 11.4% 2 +5.6 pp +11.4 pp +11.4 pp +11.4 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 76.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 74.2 4.1% 2 +3.0 pp +4.1 pp +4.1 pp +4.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 73.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 73.1 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
KWB Wealth CIK 0001822236 0.453 169 72.6 8.0% 2 -2.2 pp +8.0 pp +8.0 pp +8.0 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 72.3 16.3% 2 +0.1 pp +16.3 pp +16.3 pp +16.3 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 72.0 8.4% 4 -1.0 pp -2.2 pp -2.7 pp +8.4 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 71.1 6.8% 2 -0.2 pp +6.8 pp +6.8 pp +6.8 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 70.9 2.8% 2 +1.0 pp +2.8 pp +2.8 pp +2.8 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 70.5 15.1% 2 -1.0 pp +15.1 pp +15.1 pp +15.1 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 70.1 6.3% 2 -0.1 pp +6.3 pp +6.3 pp +6.3 pp
One Day In July LLC CIK 0001823172 0.854 167 69.8 5.9% 2 +0.6 pp +5.9 pp +5.9 pp +5.9 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 69.8 9.3% 2 -0.1 pp +9.3 pp +9.3 pp +9.3 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 68.5 13.1% 2 +0.3 pp +13.1 pp +13.1 pp +13.1 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 67.0 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
Auour Investments LLC CIK 0001789310 0.580 95 64.4 21.0% 2 +0.5 pp +21.0 pp +21.0 pp +21.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 64.1 8.7% 2 -0.7 pp +8.7 pp +8.7 pp +8.7 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 64.1 4.8% 2 +0.2 pp +4.8 pp +4.8 pp +4.8 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 63.8 7.7% 2 -2.4 pp +7.7 pp +7.7 pp +7.7 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 63.6 14.0% 2 -1.5 pp +14.0 pp +14.0 pp +14.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 63.5 3.0% 3 -0.2 pp -0.5 pp +3.0 pp +3.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 62.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Solitude Financial Services CIK 0001839890 0.859 41 62.3 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 62.3 18.6% 2 -0.5 pp +18.6 pp +18.6 pp +18.6 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 62.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 61.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 60.8 15.3% 2 +0.3 pp +15.3 pp +15.3 pp +15.3 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 60.6 22.3% 2 -0.8 pp +22.3 pp +22.3 pp +22.3 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 60.1 5.4% 2 +1.8 pp +5.4 pp +5.4 pp +5.4 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 59.7 19.2% 2 -0.4 pp +19.2 pp +19.2 pp +19.2 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 59.5 21.2% 2 +0.9 pp +21.2 pp +21.2 pp +21.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 59.4 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 59.1 15.3% 2 -1.0 pp +15.3 pp +15.3 pp +15.3 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 59.1 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 58.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 58.6 1.2% 3 +0.5 pp +1.1 pp +1.2 pp +1.2 pp
New Perspectives, Inc CIK 0001909565 0.875 49 57.2 25.6% 2 -2.2 pp +25.6 pp +25.6 pp +25.6 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 57.2 28.5% 2 +0.8 pp +28.5 pp +28.5 pp +28.5 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 56.0 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 54.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 54.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 53.7 23.2% 2 +10.5 pp +23.2 pp +23.2 pp +23.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 52.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 52.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 52.5 7.0% 2 -0.1 pp +7.0 pp +7.0 pp +7.0 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 52.1 23.0% 2 +1.3 pp +23.0 pp +23.0 pp +23.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 52.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 50.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 50.0 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 49.3 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 49.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 49.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOL Capital Management CO CIK 0001339270 0.000 0 48.8 4.4% 2 +0.3 pp +4.4 pp +4.4 pp +4.4 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 48.7 23.0% 2 -0.4 pp +23.0 pp +23.0 pp +23.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 48.1 10.2% 2 -3.9 pp +10.2 pp +10.2 pp +10.2 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 47.3 2.1% 3 -0.2 pp +0.1 pp +2.1 pp +2.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 47.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 47.0 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 46.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 46.2 11.9% 2 -8.9 pp +11.9 pp +11.9 pp +11.9 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 46.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 45.9 4.4% 2 -4.8 pp +4.4 pp +4.4 pp +4.4 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 45.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 45.5 20.8% 2 +0.8 pp +20.8 pp +20.8 pp +20.8 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 45.4 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 45.4 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 45.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 44.9 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 44.7 5.6% 2 +0.1 pp +5.6 pp +5.6 pp +5.6 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 44.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 44.2 4.4% 2 +0.4 pp +4.4 pp +4.4 pp +4.4 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 44.0 5.2% 2 -0.4 pp +5.2 pp +5.2 pp +5.2 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 42.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 42.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 42.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 41.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 41.2 13.7% 2 +0.5 pp +13.7 pp +13.7 pp +13.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 41.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 41.0 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 40.5 12.7% 2 +2.5 pp +12.7 pp +12.7 pp +12.7 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 39.1 11.2% 2 -0.1 pp +11.2 pp +11.2 pp +11.2 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 38.7 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 38.5 6.3% 2 +2.6 pp +6.3 pp +6.3 pp +6.3 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 37.8 11.4% 2 -0.5 pp +11.4 pp +11.4 pp +11.4 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 37.7 15.2% 2 -0.7 pp +15.2 pp +15.2 pp +15.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 37.4 2.2% 2 -0.8 pp +2.2 pp +2.2 pp +2.2 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 37.4 3.7% 2 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 37.2 6.0% 2 -0.2 pp +6.0 pp +6.0 pp +6.0 pp
Petix & Botte Co CIK 0001803255 0.507 144 37.1 8.6% 2 +1.2 pp +8.6 pp +8.6 pp +8.6 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 37.1 16.4% 2 +0.3 pp +16.4 pp +16.4 pp +16.4 pp
Keystone Financial Group CIK 0001729299 0.524 567 36.9 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 36.5 12.1% 3 +0.4 pp +1.8 pp +12.1 pp +12.1 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 36.5 20.5% 2 +0.4 pp +20.5 pp +20.5 pp +20.5 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 36.1 11.1% 2 +1.9 pp +11.1 pp +11.1 pp +11.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 35.2 2.2% 2 +1.3 pp +2.2 pp +2.2 pp +2.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 35.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 34.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 34.7 26.1% 2 -1.3 pp +26.1 pp +26.1 pp +26.1 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 34.3 15.0% 2 +0.2 pp +15.0 pp +15.0 pp +15.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 33.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 33.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 33.7 2.8% 3 +0.6 pp +0.9 pp +2.8 pp +2.8 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 33.4 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 33.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 32.6 6.1% 2 +1.3 pp +6.1 pp +6.1 pp +6.1 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 32.2 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 32.1 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 31.9 7.3% 2 +1.0 pp +7.3 pp +7.3 pp +7.3 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 31.6 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 31.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 31.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 30.8 5.4% 2 +0.4 pp +5.4 pp +5.4 pp +5.4 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 30.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 30.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 29.9 1.4% 2 -0.6 pp +1.4 pp +1.4 pp +1.4 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 29.9 4.4% 2 +0.1 pp +4.4 pp +4.4 pp +4.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 29.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 29.5 15.5% 2 +7.3 pp +15.5 pp +15.5 pp +15.5 pp
Maia Wealth LLC CIK 0002010858 0.212 354 29.1 4.9% 2 -0.3 pp +4.9 pp +4.9 pp +4.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 29.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 28.1 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
PFG Advisors CIK 0001694435 0.248 791 28.0 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 27.9 4.7% 2 -1.3 pp +4.7 pp +4.7 pp +4.7 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 27.8 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 27.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
NOVEM GROUP CIK 0001926783 0.247 437 27.7 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 27.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 27.4 12.8% 2 -3.5 pp +12.8 pp +12.8 pp +12.8 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 27.4 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 27.0 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 26.7 0.2% 4 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 26.6 6.7% 3 +0.0 pp -0.7 pp +6.7 pp +6.7 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 26.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 26.0 8.9% 2 -0.1 pp +8.9 pp +8.9 pp +8.9 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 26.0 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 25.6 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 25.6 14.4% 2 +0.2 pp +14.4 pp +14.4 pp +14.4 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 25.6 6.2% 2 +0.5 pp +6.2 pp +6.2 pp +6.2 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 25.3 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 25.2 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 25.1 8.6% 2 -0.3 pp +8.6 pp +8.6 pp +8.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 25.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 25.1 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 25.0 13.6% 2 +0.7 pp +13.6 pp +13.6 pp +13.6 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 24.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 24.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 24.5 5.5% 2 -0.6 pp +5.5 pp +5.5 pp +5.5 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 24.3 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 24.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 24.2 11.4% 2 -0.3 pp +11.4 pp +11.4 pp +11.4 pp
Keel Point, LLC CIK 0001386935 0.645 514 24.2 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
McMill Wealth Management CIK 0002056447 0.763 60 24.0 6.8% 2 -0.7 pp +6.8 pp +6.8 pp +6.8 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 23.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 23.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 23.4 3.3% 2 +0.5 pp +3.3 pp +3.3 pp +3.3 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 23.4 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 23.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 23.2 1.4% 2 +1.3 pp +1.4 pp +1.4 pp +1.4 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 23.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 22.8 7.9% 2 +0.4 pp +7.9 pp +7.9 pp +7.9 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 22.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 22.7 13.2% 3 -0.1 pp +0.4 pp +13.2 pp +13.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 22.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 21.9 2.6% 2 +0.6 pp +2.6 pp +2.6 pp +2.6 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 21.8 4.9% 2 -0.6 pp +4.9 pp +4.9 pp +4.9 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 21.6 14.7% 2 +0.7 pp +14.7 pp +14.7 pp +14.7 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 21.6 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 21.3 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 21.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 21.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 20.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 20.7 15.7% 3 +0.5 pp +1.7 pp +15.7 pp +15.7 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 20.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 19.9 15.0% 4 +0.7 pp +0.9 pp -2.9 pp +15.0 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 19.8 7.3% 2 +0.3 pp +7.3 pp +7.3 pp +7.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 19.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 19.3 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 19.2 5.3% 2 -0.1 pp +5.3 pp +5.3 pp +5.3 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 19.2 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 19.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 18.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
Investors Research Corp CIK 0001730630 0.347 805 18.9 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 18.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Wise Wealth Partners CIK 0002056711 0.035 43 18.8 28.7% 2 +2.0 pp +28.7 pp +28.7 pp +28.7 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 18.6 7.3% 2 -2.5 pp +7.3 pp +7.3 pp +7.3 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 18.5 4.5% 2 +3.4 pp +4.5 pp +4.5 pp +4.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Tidemark, LLC CIK 0002009591 0.305 935 18.1 5.3% 2 +0.5 pp +5.3 pp +5.3 pp +5.3 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 18.0 4.3% 2 -0.8 pp +4.3 pp +4.3 pp +4.3 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 17.8 16.0% 2 +0.2 pp +16.0 pp +16.0 pp +16.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 17.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Archer Investment Corp CIK 0001803804 0.301 1254 17.3 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 17.3 12.1% 2 -0.2 pp +12.1 pp +12.1 pp +12.1 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 17.2 8.6% 2 +1.0 pp +8.6 pp +8.6 pp +8.6 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 17.2 12.5% 2 +1.5 pp +12.5 pp +12.5 pp +12.5 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 17.1 11.2% 2 -0.3 pp +11.2 pp +11.2 pp +11.2 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 17.0 5.0% 2 +0.6 pp +5.0 pp +5.0 pp +5.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 16.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 16.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 16.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 16.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 16.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 16.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 16.4 5.5% 2 +2.5 pp +5.5 pp +5.5 pp +5.5 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 16.4 5.5% 2 +0.4 pp +5.5 pp +5.5 pp +5.5 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 16.2 10.0% 3 -5.5 pp -4.7 pp +10.0 pp +10.0 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 16.2 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 15.9 11.8% 2 -0.4 pp +11.8 pp +11.8 pp +11.8 pp
Brown Financial Advisors CIK 0002035548 0.168 212 15.8 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 15.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 15.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 15.4 6.2% 2 -0.4 pp +6.2 pp +6.2 pp +6.2 pp
FMR LLC CIK 0000315066 0.989 5571 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 15.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 15.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 15.2 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 15.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 15.1 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 15.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 15.0 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 14.7 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 14.7 2.9% 3 +1.0 pp +2.2 pp +2.9 pp +2.9 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 14.7 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 14.6 4.7% 2 +1.0 pp +4.7 pp +4.7 pp +4.7 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 14.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 14.3 3.4% 3 +0.6 pp +1.0 pp +3.4 pp +3.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 14.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
United Asset Strategies, Inc. CIK 0001539948 0.467 259 14.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 14.0 11.8% 2 -0.6 pp +11.8 pp +11.8 pp +11.8 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 14.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 14.0 9.8% 3 +0.1 pp +0.3 pp +9.8 pp +9.8 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 13.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 13.6 7.6% 4 +1.5 pp +0.9 pp -0.1 pp +7.6 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 13.6 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 13.6 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 13.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 13.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Towercrest Capital Management CIK 0001633288 0.713 110 13.5 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 13.4 11.0% 2 +1.2 pp +11.0 pp +11.0 pp +11.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 13.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 13.3 3.9% 2 -1.7 pp +3.9 pp +3.9 pp +3.9 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 13.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 13.2 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 13.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 13.1 3.3% 2 -0.4 pp +3.3 pp +3.3 pp +3.3 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 13.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 12.9 9.4% 2 -0.9 pp +9.4 pp +9.4 pp +9.4 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 12.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 12.8 4.0% 2 +2.0 pp +4.0 pp +4.0 pp +4.0 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 12.8 6.2% 2 +0.0 pp +6.2 pp +6.2 pp +6.2 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 12.8 9.7% 2 -0.0 pp +9.7 pp +9.7 pp +9.7 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 12.6 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 12.6 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 12.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 12.5 3.3% 2 +1.5 pp +3.3 pp +3.3 pp +3.3 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 12.4 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 12.3 9.8% 2 -0.6 pp +9.8 pp +9.8 pp +9.8 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 12.2 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 12.2 10.9% 3 -0.1 pp -0.5 pp +10.9 pp +10.9 pp
DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 12.1 1.7% 2 -3.0 pp +1.7 pp +1.7 pp +1.7 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 12.1 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
McNamara Financial Services, Inc. CIK 0001622431 0.850 104 12.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 11.9 4.3% 2 +1.1 pp +4.3 pp +4.3 pp +4.3 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 11.8 2.4% 2 -1.9 pp +2.4 pp +2.4 pp +2.4 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 11.7 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
Westwind Capital CIK 0001729269 0.056 77 11.7 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 11.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 11.4 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 11.3 4.9% 3 -0.2 pp -5.7 pp +4.9 pp +4.9 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 11.3 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 11.2 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 11.2 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MKT Advisors LLC CIK 0001906802 0.646 155 11.0 4.1% 2 +1.0 pp +4.1 pp +4.1 pp +4.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 11.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 11.0 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
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DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 10.8 10.0% 2 -0.0 pp +10.0 pp +10.0 pp +10.0 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 10.8 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 10.7 5.8% 2 +0.3 pp +5.8 pp +5.8 pp +5.8 pp
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Arvest Bank Trust Division CIK 0001625959 0.680 240 10.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 10.3 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 10.3 4.3% 2 +0.3 pp +4.3 pp +4.3 pp +4.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 10.2 4.6% 2 +1.0 pp +4.6 pp +4.6 pp +4.6 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 10.2 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 10.1 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 10.1 6.2% 2 -0.1 pp +6.2 pp +6.2 pp +6.2 pp
Delta Wealth Advisors LLC CIK 0001970701 0.505 46 10.0 7.8% 4 +0.3 pp +0.0 pp -0.3 pp +7.8 pp
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 10.0 9.2% 2 +0.4 pp +9.2 pp +9.2 pp +9.2 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 9.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 9.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 9.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 9.6 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 9.6 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
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Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 9.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 9.5 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
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Clarus Wealth Advisors CIK 0001730149 0.310 86 9.3 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 9.3 6.8% 2 +0.6 pp +6.8 pp +6.8 pp +6.8 pp
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Tortoise Investment Management, LLC CIK 0001599511 0.615 252 9.2 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 9.2 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
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EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 8.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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GTS SECURITIES LLC CIK 0001452765 0.104 1323 4.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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Redwood Investment Management, LLC CIK 0001717479 0.474 306 4.6 0.5% 3 +0.1 pp -0.3 pp +0.5 pp +0.5 pp
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National Wealth Management Group, LLC CIK 0001977723 0.141 226 4.5 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
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MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 2 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.499 479 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Cutler Capital Management, LLC CIK 0001353098 0.288 124 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -18.4 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -7.5 pp +0.0 pp +0.0 pp +0.0 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -11.5 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.5 pp -0.8 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -24.9 pp +0.0 pp +0.0 pp +0.0 pp
Prairie Sky Financial Group LLC CIK 0001985274 0.570 71 0.0 0.0% 0 -7.2 pp +0.0 pp +0.0 pp +0.0 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 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
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 0.0 0.0% 0 -24.5 pp +0.0 pp +0.0 pp +0.0 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.0 0.0% 0 -0.2 pp -5.0 pp -1.1 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -3.6 pp -3.5 pp -0.5 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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 -10.6 pp +0.0 pp +0.0 pp +0.0 pp
Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 -35.8 pp +0.0 pp +0.0 pp +0.0 pp
NEPC LLC CIK 0001424799 0.960 53 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 -11.3 pp +0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Defender Capital, LLC. CIK 0001766929 0.672 37 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -4.8 pp +0.0 pp +0.0 pp +0.0 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.5 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 SPYM). Qtrs Held counts distinct quarters this fund has actually held SPYM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYM position size. Δ columns are the percentage-point change in SPYM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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