Signals

SPYM

1808 in-universe funds with a nonzero position in SPYM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#6
Score / z16.054 / 14.55
Consensus547.40 over 1097 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-1% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8,261.3 4.0% 4 +1.2 pp +1.3 pp +1.5 pp +4.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 5,081.8 19.9% 4 -4.9 pp -3.8 pp +2.0 pp +19.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4,489.9 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3,800.2 4.1% 1 +4.1 pp +4.0 pp +4.1 pp +4.1 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 2,768.7 0.2% 5 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2,576.3 1.7% 4 -0.1 pp -0.2 pp -0.2 pp +1.7 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1,650.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,550.8 0.4% 4 -0.0 pp +0.0 pp +0.1 pp +0.4 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1,518.6 1.8% 4 +1.3 pp +1.7 pp +1.8 pp +1.8 pp
Kedalion Capital Management LLP CIK 0002041209 0.814 3 1,368.5 40.9% 4 +33.3 pp +3.0 pp +21.0 pp +40.9 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 1,320.3 0.1% 6 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 1,046.4 34.4% 1 +34.4 pp +34.4 pp +34.4 pp +34.4 pp
NATIXIS CIK 0001274981 0.561 1107 1,005.0 4.0% 2 -1.2 pp +4.0 pp +4.0 pp +4.0 pp
CWM, LLC CIK 0001535847 0.788 5645 861.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 811.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 764.6 4.1% 4 -0.1 pp -0.3 pp +3.6 pp +4.1 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 729.9 5.6% 4 +0.0 pp -0.0 pp +0.0 pp +5.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 679.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 592.2 3.7% 4 -0.0 pp -0.1 pp -0.2 pp +3.7 pp
OSSIAM CIK 0001767471 0.182 680 583.2 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 547.2 5.4% 4 +0.5 pp +0.6 pp +0.7 pp +5.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 546.5 0.8% 5 -0.1 pp -0.1 pp -0.6 pp -0.4 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 489.6 4.8% 4 +0.8 pp +4.5 pp +4.8 pp +4.8 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 477.2 3.7% 4 +0.0 pp -0.0 pp +1.4 pp +3.7 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 461.2 29.6% 4 -1.0 pp -0.4 pp +0.4 pp +29.6 pp
TIG Advisors, LLC CIK 0001358253 0.194 100 456.3 21.8% 3 -1.2 pp -6.9 pp +21.8 pp +21.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 415.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 403.3 15.3% 4 -5.8 pp -10.5 pp -11.2 pp +15.3 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 399.4 8.3% 4 -0.1 pp +0.2 pp +0.6 pp +8.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 391.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 386.6 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 381.7 1.8% 4 -0.0 pp +0.1 pp +0.2 pp +1.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 372.2 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 372.1 14.3% 4 -0.6 pp -0.9 pp -1.5 pp +14.3 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 361.1 3.0% 4 +1.9 pp +2.1 pp +2.1 pp +3.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 358.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 357.2 13.2% 2 +6.7 pp +13.2 pp +13.2 pp +13.2 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 347.8 6.8% 4 -0.1 pp -0.2 pp -0.4 pp +6.8 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 342.8 3.7% 4 +3.1 pp +3.3 pp +3.3 pp +3.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 334.3 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 325.5 2.2% 4 +0.3 pp +0.7 pp +1.1 pp +2.2 pp
Gradient Investments LLC CIK 0001542265 0.563 448 321.3 5.0% 4 -0.2 pp +0.1 pp +0.3 pp +5.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 318.8 5.1% 6 -0.0 pp -0.1 pp -1.7 pp -2.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 309.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 305.1 4.2% 4 +0.5 pp +0.9 pp +4.2 pp +4.2 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 304.8 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 304.8 13.5% 4 +2.6 pp +2.9 pp -0.4 pp +13.5 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 304.3 8.0% 4 -1.3 pp -0.8 pp -1.1 pp +8.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 298.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 271.5 13.1% 4 +11.2 pp +11.5 pp +11.8 pp +13.1 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 268.8 3.1% 4 -0.1 pp -0.6 pp -0.7 pp +3.1 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 252.3 25.4% 4 +0.7 pp +0.9 pp +5.2 pp +25.4 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 237.6 2.5% 4 +0.3 pp +0.3 pp +0.5 pp +2.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 233.7 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 230.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 202.1 6.5% 4 +0.4 pp +0.8 pp +1.7 pp +6.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 188.4 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 188.3 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 184.0 24.5% 4 -0.1 pp -2.6 pp -2.7 pp +24.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 179.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 179.4 10.2% 4 +1.8 pp +2.9 pp -0.2 pp +10.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 176.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 173.6 9.6% 4 +0.3 pp +0.4 pp +0.6 pp +9.6 pp
VICUS CAPITAL CIK 0001544806 0.660 268 173.2 12.7% 4 +1.8 pp +4.2 pp +12.4 pp +12.7 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 157.6 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 155.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 142.3 24.3% 4 -0.1 pp +2.1 pp +2.7 pp +24.3 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 141.4 0.8% 4 +0.1 pp +0.0 pp -0.0 pp +0.8 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 141.1 4.7% 4 +0.2 pp +0.1 pp +0.1 pp +4.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 140.2 0.1% 4 -0.1 pp -0.3 pp -0.2 pp +0.1 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 138.4 7.8% 4 +0.5 pp +0.1 pp -0.1 pp +7.8 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 138.3 10.2% 4 +3.8 pp -0.3 pp +3.7 pp +10.2 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 137.9 18.2% 4 -1.9 pp -1.6 pp -18.1 pp +18.2 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 128.8 2.3% 4 -0.3 pp -0.3 pp -0.2 pp +2.3 pp
Ascent Group, LLC CIK 0001913231 0.508 808 124.3 4.3% 4 +0.9 pp +0.5 pp +0.5 pp +4.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 111.1 0.9% 4 -0.2 pp +0.1 pp +0.1 pp +0.9 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 107.9 8.1% 4 -5.0 pp -4.8 pp -4.3 pp +8.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 104.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 97.9 1.1% 4 -0.0 pp +0.2 pp +0.2 pp +1.1 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 95.4 1.5% 4 -0.2 pp -0.2 pp -0.3 pp +1.5 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 94.3 1.6% 5 +0.2 pp +0.5 pp +0.9 pp +1.5 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 92.8 6.4% 4 +1.6 pp +1.6 pp +1.9 pp +6.4 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 92.5 47.4% 3 +11.2 pp +13.5 pp +47.4 pp +8.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 89.8 1.4% 4 -0.6 pp -0.5 pp -0.6 pp +1.4 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 88.7 2.5% 4 -0.0 pp +1.0 pp +0.8 pp +2.5 pp
KWB Wealth CIK 0001822236 0.453 169 88.7 8.8% 4 +0.3 pp +0.8 pp -1.4 pp +8.8 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 88.7 8.6% 3 +5.1 pp +6.3 pp +8.6 pp +8.6 pp
Crews Bank & Trust CIK 0002052279 0.645 662 88.5 12.8% 4 -0.2 pp +0.3 pp +0.9 pp +12.8 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 87.0 3.4% 4 +0.4 pp +0.6 pp +1.6 pp +3.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 84.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Brown Financial Advisory CIK 0001843853 0.850 49 82.7 41.0% 4 -1.8 pp -1.1 pp -0.3 pp +41.0 pp
Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 82.6 39.1% 4 -0.9 pp -1.0 pp -2.4 pp +39.1 pp
One Day In July LLC CIK 0001823172 0.854 167 81.1 6.5% 4 +0.1 pp +0.6 pp +1.2 pp +6.5 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 80.4 2.5% 4 -0.5 pp -0.5 pp +0.3 pp +2.5 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 77.4 4.2% 1 +4.2 pp -7.2 pp -1.5 pp +4.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 77.2 2.9% 5 +0.5 pp -0.1 pp -0.2 pp -0.6 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 76.8 5.3% 4 +0.1 pp -0.2 pp +1.6 pp +5.3 pp
Solitude Financial Services CIK 0001839890 0.859 41 75.0 22.2% 3 +0.2 pp +0.8 pp +22.2 pp +22.2 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 74.7 3.9% 4 -0.1 pp -0.1 pp +2.9 pp +3.9 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 74.2 7.9% 6 -0.7 pp -0.5 pp -1.5 pp -2.7 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 72.7 14.1% 4 -2.3 pp +1.0 pp +1.2 pp +14.1 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 72.3 5.4% 4 +0.0 pp -0.9 pp -1.0 pp +5.4 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 71.7 8.6% 4 -0.6 pp -0.8 pp -0.9 pp +8.6 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 70.0 14.7% 4 -0.5 pp -0.5 pp -0.2 pp +14.7 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 68.2 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 67.7 6.1% 4 -0.5 pp -0.7 pp -0.9 pp +6.1 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 67.1 15.3% 4 -0.2 pp +0.0 pp -0.9 pp +15.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 66.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 66.3 1.0% 4 -0.1 pp -0.2 pp -0.4 pp +1.0 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 65.5 7.2% 4 +1.4 pp +1.4 pp +1.4 pp +7.2 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 65.4 15.9% 4 -0.4 pp -0.5 pp -0.4 pp +15.9 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 65.2 2.1% 4 -0.1 pp +0.3 pp +0.3 pp +2.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 64.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 64.8 7.2% 4 -0.3 pp -0.4 pp -2.8 pp +7.2 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 63.4 13.3% 4 -0.4 pp -0.6 pp -2.2 pp +13.3 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 61.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 61.3 16.4% 4 -0.6 pp -2.2 pp -2.7 pp +16.4 pp
Auour Investments LLC CIK 0001789310 0.580 95 60.8 19.1% 4 -0.7 pp -1.8 pp -1.3 pp +19.1 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 60.8 18.0% 4 -1.4 pp -1.2 pp -1.6 pp +18.0 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 59.1 20.3% 4 -1.3 pp -2.0 pp -2.8 pp +20.3 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 58.6 20.2% 4 -0.9 pp -1.0 pp -0.1 pp +20.2 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 58.4 27.2% 4 -1.4 pp -1.2 pp -0.4 pp +27.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 58.1 2.8% 4 +0.2 pp +0.6 pp -0.2 pp +2.8 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 57.5 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 57.4 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 57.1 15.5% 4 -6.1 pp -7.5 pp -7.9 pp +15.5 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 56.8 0.9% 4 -0.2 pp -0.3 pp -0.3 pp +0.9 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 56.7 3.8% 4 -0.2 pp -0.2 pp -0.2 pp +3.8 pp
New Perspectives, Inc CIK 0001909565 0.875 49 55.9 19.4% 4 -1.1 pp -6.3 pp -8.4 pp +19.4 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 54.9 2.0% 5 -0.6 pp -0.6 pp -0.7 pp -0.6 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 54.8 4.1% 4 -0.0 pp +0.3 pp +0.4 pp +4.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 54.8 1.5% 4 -0.1 pp -0.2 pp -0.2 pp +1.5 pp
Keystone Financial Group CIK 0001729299 0.524 567 54.7 3.7% 4 +0.6 pp +0.4 pp +0.4 pp +3.7 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 53.8 1.2% 4 +0.2 pp +0.2 pp +0.3 pp +1.2 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 53.2 2.1% 4 -0.5 pp -0.8 pp -0.7 pp +2.1 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 52.8 23.6% 4 +0.5 pp +0.6 pp +1.9 pp +23.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 52.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 52.5 8.3% 4 +2.2 pp +2.3 pp +2.1 pp +8.3 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 52.3 6.5% 4 +0.8 pp +0.9 pp +1.0 pp +6.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 52.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 52.0 6.4% 4 -0.3 pp -0.6 pp -0.7 pp +6.4 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 51.7 7.2% 4 +2.6 pp +2.7 pp +2.8 pp +7.2 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 51.5 0.9% 4 +0.3 pp +0.1 pp +0.2 pp +0.9 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 51.3 14.3% 4 +0.5 pp +3.2 pp +5.0 pp +14.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 51.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 50.6 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 49.1 4.4% 4 +0.4 pp +0.7 pp +1.1 pp +4.4 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 49.0 1.0% 4 +0.0 pp -0.1 pp -0.1 pp +1.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 48.3 2.4% 4 -0.1 pp -0.1 pp -0.0 pp +2.4 pp
Petix & Botte Co CIK 0001803255 0.507 144 47.9 10.7% 4 +0.5 pp +2.1 pp +3.3 pp +10.7 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 47.8 11.5% 4 -0.7 pp -0.4 pp -9.3 pp +11.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 47.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 47.2 3.7% 5 +0.3 pp +0.9 pp +1.4 pp +1.7 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 46.3 3.5% 4 +0.0 pp -0.1 pp -0.1 pp +3.5 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 45.5 2.0% 4 -0.4 pp -0.4 pp -0.3 pp +2.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 45.4 1.7% 4 -0.2 pp -0.3 pp -0.3 pp +1.7 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 45.3 19.6% 4 -1.0 pp -1.3 pp -0.5 pp +19.6 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 45.2 13.7% 4 +0.4 pp +0.1 pp +0.5 pp +13.7 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 45.0 6.2% 4 +1.0 pp +1.3 pp +1.2 pp +6.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 45.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 44.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 44.5 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 44.3 12.2% 4 -0.1 pp -0.6 pp +1.9 pp +12.2 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 43.8 1.9% 5 -0.1 pp -0.1 pp -0.3 pp -0.1 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 43.6 29.2% 5 +18.7 pp +19.3 pp +13.8 pp +14.6 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 43.0 8.5% 4 +3.1 pp +3.0 pp +2.4 pp +8.5 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 42.6 4.1% 4 -0.4 pp -0.4 pp -5.2 pp +4.1 pp
Encompass More Asset Management CIK 0002011218 0.126 270 42.5 7.2% 3 +5.7 pp +5.7 pp +7.2 pp +7.2 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 42.0 11.1% 4 -0.2 pp -0.1 pp -0.2 pp +11.1 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 41.7 4.2% 1 +4.2 pp -1.0 pp -1.4 pp +4.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 41.3 0.9% 4 -0.1 pp -0.3 pp -0.3 pp +0.9 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 41.3 14.8% 4 +0.1 pp -0.4 pp -1.1 pp +14.8 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 41.2 4.2% 4 +0.1 pp -0.2 pp +0.3 pp +4.2 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 41.2 5.4% 4 -0.2 pp +0.3 pp +0.5 pp +5.4 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 41.0 13.3% 5 +0.3 pp +1.2 pp +1.5 pp +3.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 40.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 40.5 1.3% 4 +0.4 pp +0.4 pp +0.4 pp +1.3 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 40.3 7.9% 4 +1.3 pp +1.6 pp +4.2 pp +7.9 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 39.9 3.1% 4 -1.4 pp -1.0 pp -1.1 pp +3.1 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 39.7 0.4% 4 -0.2 pp -0.3 pp -0.2 pp +0.4 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 39.5 6.2% 4 -0.2 pp -0.3 pp -0.2 pp +6.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 39.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 38.7 0.4% 4 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Macco Financial Group, Inc. CIK 0002111816 0.527 22 38.4 29.0% 1 +29.0 pp +29.0 pp +29.0 pp +29.0 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 37.9 19.6% 4 -0.7 pp -0.9 pp -0.5 pp +19.6 pp
TSG Advice Partners, LLC CIK 0002111347 0.054 135 37.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 37.1 10.9% 4 -0.2 pp -0.5 pp -0.9 pp +10.9 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 36.3 15.0% 3 +4.4 pp +14.6 pp +15.0 pp +15.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 36.3 15.7% 4 -0.8 pp -0.7 pp -0.3 pp +15.7 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 36.0 5.8% 4 -0.4 pp -0.3 pp +1.1 pp +5.8 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 35.8 2.2% 4 +1.9 pp +2.1 pp +2.1 pp +2.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 34.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 34.7 2.1% 4 +0.1 pp +0.7 pp +0.1 pp +2.1 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 34.4 13.9% 4 -0.4 pp -1.0 pp -0.8 pp +13.9 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 34.3 25.1% 4 -0.6 pp -1.0 pp -2.3 pp +25.1 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 34.3 7.5% 4 +0.3 pp +0.3 pp +1.2 pp +7.5 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 34.0 0.8% 4 -0.0 pp -0.4 pp -0.3 pp +0.8 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 33.7 6.0% 5 +2.7 pp +3.1 pp +4.1 pp +5.3 pp
Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 33.7 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
PFG Advisors CIK 0001694435 0.248 791 33.4 1.6% 4 -0.1 pp +0.5 pp +0.5 pp +1.6 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 33.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 33.0 2.0% 4 +1.1 pp +1.2 pp +1.2 pp +2.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 32.6 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 32.5 6.9% 4 +1.8 pp +4.2 pp +4.6 pp +6.9 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 32.3 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 32.2 4.6% 4 -0.1 pp +0.2 pp +0.3 pp +4.6 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 32.1 2.3% 2 -0.1 pp +2.3 pp +0.3 pp +2.3 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 31.9 2.4% 4 -0.4 pp -0.2 pp -0.2 pp +2.4 pp
Bauman Advisory Group, LLC CIK 0002111802 0.251 81 31.8 22.3% 1 +22.3 pp +22.3 pp +22.3 pp +22.3 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 31.7 1.8% 4 +0.2 pp +0.4 pp +0.4 pp +1.8 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 31.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 31.1 1.7% 4 +0.2 pp +1.1 pp +1.1 pp +1.7 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 30.8 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 30.5 13.4% 4 +6.3 pp -2.1 pp +5.2 pp +13.4 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 30.5 8.1% 4 -1.6 pp -2.1 pp -6.0 pp +8.1 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 30.3 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 30.0 9.7% 4 +1.1 pp +0.9 pp +0.8 pp +9.7 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 30.0 0.6% 4 +0.1 pp +0.3 pp +0.3 pp +0.6 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 29.9 0.9% 6 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 29.7 0.7% 4 +0.4 pp +0.3 pp +0.4 pp +0.7 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 29.7 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 29.2 0.2% 6 +0.0 pp +0.0 pp +0.2 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 29.0 0.7% 4 -0.1 pp -0.3 pp -0.1 pp +0.7 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 28.7 3.5% 4 +0.3 pp +0.3 pp +0.4 pp +3.5 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 28.5 3.8% 4 -0.7 pp -0.9 pp -2.2 pp +3.8 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 28.3 11.8% 5 -1.7 pp +5.1 pp +5.2 pp +4.4 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 28.0 2.1% 4 -0.0 pp +0.3 pp +0.4 pp +2.1 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 27.8 3.0% 4 -2.4 pp -2.4 pp -1.9 pp +3.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 27.8 3.8% 4 +0.2 pp +0.5 pp +1.0 pp +3.8 pp
TABLEAUX LLC CIK 0002060663 0.396 120 27.5 13.3% 2 -1.5 pp +13.3 pp +13.3 pp -5.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 27.4 3.9% 4 -0.2 pp -0.3 pp +0.0 pp +3.9 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 27.4 1.9% 5 +0.3 pp +1.7 pp +1.7 pp +1.8 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 27.3 3.5% 4 -0.3 pp -0.4 pp -0.3 pp +3.5 pp
THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 27.2 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 27.2 1.3% 4 -0.1 pp +1.1 pp +1.1 pp +1.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 27.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 26.9 2.0% 4 +0.5 pp -0.2 pp +1.1 pp +2.0 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 26.5 14.0% 4 +0.8 pp +1.1 pp -2.3 pp +14.0 pp
CBM Financial, LLC CIK 0002055702 0.864 16 26.5 16.5% 2 -0.1 pp +16.5 pp +16.5 pp +16.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 25.7 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 25.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 25.2 8.4% 3 +0.3 pp +0.2 pp +8.4 pp +8.4 pp
Maia Wealth LLC CIK 0002010858 0.212 354 25.0 4.2% 4 -0.2 pp -0.7 pp -1.0 pp +4.2 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 24.9 3.8% 4 -0.1 pp -0.2 pp -0.5 pp +3.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 24.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Savant Capital, LLC CIK 0001482880 0.851 1836 24.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 24.4 0.6% 4 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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NOVEM GROUP CIK 0001926783 0.247 437 24.1 2.8% 4 -0.3 pp -0.5 pp -0.8 pp +2.8 pp
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Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 23.6 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 23.3 8.9% 4 +8.2 pp +8.7 pp +8.7 pp +8.9 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 23.1 6.0% 3 -0.1 pp -0.5 pp +6.0 pp +6.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 23.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAIDO LIFE INSURANCE CO CIK 0001173460 0.920 6 23.0 3.4% 4 +0.0 pp +1.6 pp -1.4 pp +3.4 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 22.8 1.3% 4 -0.4 pp -0.1 pp +1.2 pp +1.3 pp
Mueller Wealth, LLC CIK 0002110608 0.850 18 22.4 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
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EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 21.7 2.4% 4 +0.2 pp +0.2 pp +0.4 pp +2.4 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 21.6 14.4% 4 -0.9 pp -0.3 pp +0.4 pp +14.4 pp
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AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 20.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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FMR LLC CIK 0000315066 0.989 5571 17.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Selective Wealth Management, Inc. CIK 0001755670 0.654 136 16.9 5.0% 4 -0.1 pp +0.3 pp +1.3 pp +5.0 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 16.8 10.3% 4 -11.3 pp -12.9 pp -2.4 pp +10.3 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 16.8 4.6% 4 -0.4 pp -0.4 pp +0.2 pp +4.6 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 16.7 6.1% 4 +1.1 pp +1.8 pp +3.0 pp +6.1 pp
RBF Capital, LLC CIK 0001134621 0.512 506 16.4 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 16.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
ARWA LLC CIK 0002113621 0.167 139 16.4 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.3 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 16.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Fortitude Financial, LLC CIK 0002066105 0.084 28 16.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 16.2 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 16.0 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
Brown Financial Advisors CIK 0002035548 0.168 212 15.9 6.0% 4 +0.0 pp +0.2 pp +0.4 pp +6.0 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 15.7 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 15.6 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 15.4 13.5% 4 +0.2 pp +4.4 pp +4.8 pp +13.5 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 15.3 15.2% 4 +1.1 pp +3.4 pp +2.8 pp +15.2 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 15.3 3.8% 4 -0.3 pp +0.1 pp -0.2 pp +3.8 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 15.3 3.1% 4 +0.4 pp +0.7 pp +0.7 pp +3.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 15.3 4.5% 4 +0.8 pp +0.8 pp +0.7 pp +4.5 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 15.2 1.2% 4 +0.4 pp +0.1 pp -0.4 pp +1.2 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 15.2 1.2% 4 +0.3 pp +0.3 pp +0.2 pp +1.2 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 15.0 1.2% 6 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 15.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 14.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 14.8 1.5% 4 -0.1 pp -0.1 pp -0.2 pp +1.5 pp
MKT Advisors LLC CIK 0001906802 0.646 155 14.7 4.9% 4 +0.4 pp +0.8 pp +1.9 pp +4.9 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 14.7 2.7% 4 -0.1 pp -0.2 pp -0.2 pp +2.7 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 14.5 4.3% 4 -0.2 pp +0.4 pp +2.4 pp +4.3 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 14.1 3.4% 5 -0.4 pp -0.1 pp +0.5 pp +0.9 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 14.1 9.5% 5 -0.4 pp -0.3 pp -0.2 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 14.0 1.6% 4 -0.0 pp -0.0 pp +0.0 pp +1.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 13.9 1.2% 4 -0.1 pp -0.3 pp -0.7 pp +1.2 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 13.9 1.0% 4 -0.1 pp +0.0 pp -0.1 pp +1.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 13.9 3.2% 3 +1.3 pp +3.0 pp +3.2 pp +3.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 13.8 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 13.8 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
&PARTNERS CIK 0000107136 0.806 2509 13.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 13.7 1.1% 4 -0.0 pp -0.0 pp -0.1 pp +1.1 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 13.7 3.9% 4 +0.2 pp +0.6 pp +0.7 pp +3.9 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 13.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 13.5 7.0% 6 -0.1 pp -0.7 pp +0.9 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 13.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Tidemark, LLC CIK 0002009591 0.305 935 13.5 3.4% 4 -0.6 pp -1.8 pp -1.4 pp +3.4 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 13.4 1.7% 4 -0.1 pp -0.0 pp -0.0 pp +1.7 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 13.3 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
GenWealth Group, Inc. CIK 0001713678 0.307 89 13.2 2.3% 4 -0.0 pp -0.1 pp -0.3 pp +2.3 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 13.2 5.8% 4 -0.4 pp -0.4 pp -0.4 pp +5.8 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 12.9 1.6% 3 +0.9 pp +1.4 pp +1.6 pp +1.6 pp
Towercrest Capital Management CIK 0001633288 0.713 110 12.9 2.0% 4 -0.1 pp -0.2 pp -0.3 pp +2.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 12.8 9.2% 4 -0.6 pp -1.8 pp -0.6 pp +9.2 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 12.8 4.2% 4 -0.4 pp -0.4 pp -0.5 pp +4.2 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 12.8 1.5% 4 -1.0 pp -1.1 pp -0.5 pp +1.5 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 12.8 1.3% 4 -0.1 pp -0.1 pp -0.1 pp +1.3 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 12.6 8.5% 4 -0.5 pp -1.1 pp -1.2 pp +8.5 pp
SeedSafe Financial LLC CIK 2149814 0.566 39 12.4 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 12.4 3.8% 4 +0.1 pp -0.5 pp -1.3 pp +3.8 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 12.1 3.4% 4 -0.0 pp +1.5 pp +2.8 pp +3.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 12.1 0.4% 4 +0.3 pp +0.2 pp +0.3 pp +0.4 pp
Marathon Strategic Advisors, LLC CIK 0002021711 0.503 50 11.9 8.6% 4 -0.6 pp -1.3 pp -1.9 pp +8.6 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 11.9 5.5% 5 +0.4 pp +0.6 pp +0.4 pp -5.1 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 11.9 8.2% 4 +0.3 pp +1.4 pp +2.0 pp +8.2 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 11.7 1.2% 3 +0.1 pp +1.1 pp +1.2 pp +1.2 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 11.7 1.2% 4 +0.0 pp +0.1 pp -0.9 pp +1.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 11.7 0.3% 4 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 11.6 2.3% 4 +0.4 pp +2.1 pp +2.2 pp +2.3 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 11.6 1.0% 4 +0.7 pp +0.4 pp +0.3 pp +1.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 11.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 11.6 4.2% 4 +0.7 pp +0.5 pp +0.2 pp +4.2 pp
Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 11.5 5.4% 4 +0.1 pp +0.2 pp +0.1 pp +5.4 pp
Ridgeline Wealth, LLC CIK 0001934226 0.571 60 11.5 8.2% 4 -3.0 pp -3.5 pp -3.9 pp +8.2 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 11.4 2.0% 4 +0.3 pp +0.3 pp +0.5 pp +2.0 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 11.3 7.6% 5 -2.7 pp -3.3 pp -3.4 pp -3.8 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 11.2 1.1% 4 +0.0 pp +0.1 pp +0.3 pp +1.1 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 11.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 11.0 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 10.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 10.9 4.5% 4 +0.0 pp +0.2 pp +0.5 pp +4.5 pp
One Degree Advisors Inc CIK 0002005743 0.619 82 10.8 2.8% 4 -0.1 pp -0.3 pp -0.2 pp +2.8 pp
Gambit Capital Management, LLC CIK 0002107464 0.468 102 10.8 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 10.7 0.9% 4 +0.3 pp +0.6 pp +0.6 pp +0.9 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 10.7 1.5% 4 +0.1 pp +0.1 pp +0.2 pp +1.5 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 10.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 10.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 10.5 9.3% 4 -0.4 pp -0.6 pp -0.7 pp +9.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 10.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 10.4 2.3% 4 -0.1 pp -0.2 pp -0.5 pp +2.3 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 10.4 0.8% 4 -0.2 pp -0.3 pp +0.7 pp +0.8 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 10.3 3.2% 4 -0.2 pp -0.3 pp -0.4 pp +3.2 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 10.2 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 10.1 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 10.1 2.3% 4 +0.3 pp -0.2 pp -0.8 pp +2.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Strategic Advisors LLC CIK 0001569119 0.191 164 10.0 1.7% 4 +0.1 pp +0.2 pp -0.1 pp +1.7 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 9.9 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
DDD Partners, LLC CIK 0001729673 0.504 164 9.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 9.9 0.5% 4 -0.3 pp -0.3 pp -0.4 pp +0.5 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 9.8 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 9.8 4.1% 4 +0.0 pp +0.1 pp +0.1 pp +4.1 pp
Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 9.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 9.6 2.4% 4 -0.6 pp -0.8 pp -1.2 pp +2.4 pp
Columbia River Financial Group, LLC CIK 0002057074 0.514 58 9.6 5.6% 4 -0.3 pp -0.7 pp -0.7 pp +5.6 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 9.5 4.6% 4 +0.6 pp -0.4 pp +0.1 pp +4.6 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 9.5 4.9% 4 +0.2 pp +0.4 pp +0.9 pp +4.9 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 9.4 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 9.4 3.0% 4 -0.5 pp -0.6 pp -0.9 pp +3.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 9.4 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 9.4 0.4% 4 +0.0 pp -0.1 pp +0.0 pp +0.4 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 9.3 3.5% 4 +1.3 pp +1.8 pp +1.4 pp +3.5 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 9.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.2 1.3% 4 -0.2 pp +1.1 pp +1.1 pp +1.3 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 9.2 5.4% 4 -0.4 pp -0.1 pp +0.3 pp +5.4 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 9.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 9.2 2.1% 4 -0.3 pp -0.4 pp -2.3 pp +2.1 pp
Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 9.2 5.4% 4 -0.5 pp -0.4 pp -0.1 pp +5.4 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 9.1 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 9.1 3.9% 4 -0.1 pp -0.2 pp -0.1 pp +3.9 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 9.0 1.5% 4 +1.5 pp +1.4 pp +1.4 pp +1.5 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 9.0 3.5% 4 -0.4 pp -0.6 pp -0.6 pp +3.5 pp
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 8.8 6.1% 5 +0.5 pp +0.8 pp -0.7 pp -0.5 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 8.8 3.9% 4 -0.3 pp -0.3 pp +3.1 pp +3.9 pp
WorthPointe, LLC CIK 0001921448 0.605 123 8.7 2.4% 2 +1.7 pp +2.4 pp +2.4 pp +2.4 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.6 0.4% 5 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 8.6 3.0% 4 +0.1 pp -2.4 pp +0.1 pp +3.0 pp
River Street Advisors LLC CIK 0001964897 0.315 177 8.6 2.9% 4 -0.1 pp +0.1 pp +0.1 pp +2.9 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 8.6 1.2% 4 -0.2 pp -0.5 pp -0.9 pp +1.2 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 8.5 0.7% 4 -1.4 pp +0.7 pp +0.7 pp +0.7 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 8.5 1.5% 4 -0.8 pp -0.9 pp -1.2 pp +1.5 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 8.4 5.4% 4 +0.3 pp -1.2 pp -4.7 pp +5.4 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 8.4 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 8.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 8.4 2.6% 4 -0.2 pp -0.3 pp -0.1 pp +2.6 pp
SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 8.3 4.6% 4 +0.4 pp +0.2 pp +0.1 pp +4.6 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 8.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 8.3 3.1% 4 -0.8 pp -1.5 pp -0.6 pp +3.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.3 0.4% 4 -0.0 pp +0.3 pp +0.3 pp +0.4 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 8.2 6.0% 3 +1.8 pp +3.1 pp +6.0 pp +6.0 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 8.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
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Vise Technologies, Inc. CIK 0001812090 0.362 1774 8.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 8.0 3.7% 5 -0.5 pp +3.4 pp +3.4 pp +3.2 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 8.0 0.8% 4 -0.1 pp -0.0 pp +0.1 pp +0.8 pp
CacheTech Inc. CIK 0002013390 0.380 169 8.0 1.5% 4 -0.0 pp -0.3 pp -1.2 pp +1.5 pp
Adams Wealth Management CIK 0001803084 0.408 147 8.0 1.8% 4 -0.1 pp -0.2 pp -1.1 pp +1.8 pp
Balefire, LLC CIK 0001750924 0.097 475 8.0 1.5% 4 -0.0 pp +0.0 pp +0.1 pp +1.5 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 8.0 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
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Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 7.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ERn Financial, LLC CIK 0001768302 0.529 161 7.8 1.5% 4 +0.0 pp -0.0 pp +0.4 pp +1.5 pp
Abound Wealth Management CIK 0001950323 0.745 1359 7.8 1.8% 4 +0.4 pp +0.5 pp +0.7 pp +1.8 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 7.8 2.0% 4 -2.0 pp -1.9 pp -3.6 pp +2.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 7.8 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Values Added Financial LLC CIK 0001973921 0.422 147 7.7 3.3% 4 -0.1 pp -0.2 pp +0.1 pp +3.3 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 7.7 1.3% 4 -0.8 pp -2.0 pp -2.2 pp +1.3 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 7.7 2.8% 4 +0.2 pp -0.0 pp -0.2 pp +2.8 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 7.7 1.1% 4 +0.1 pp +0.4 pp +0.4 pp +1.1 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 7.6 2.8% 4 -0.2 pp +0.2 pp +0.2 pp +2.8 pp
Sanchez Wealth Management Group CIK 0001697740 0.746 52 7.6 1.6% 4 +0.3 pp +0.6 pp +1.0 pp +1.6 pp
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SK Wealth Management, LLC CIK 0001867958 0.578 80 7.5 2.1% 5 +0.1 pp +0.7 pp +1.1 pp +1.2 pp
Trademark Financial Management, LLC CIK 0002011736 0.282 107 7.5 3.7% 4 -0.1 pp +1.3 pp +1.5 pp +3.7 pp
Chatterton & Associates Inc. CIK 0002102688 0.174 101 7.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Range Financial Group LLC CIK 0001928635 0.113 206 7.3 2.4% 4 -0.2 pp -0.1 pp -0.2 pp +2.4 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 7.3 1.2% 4 -0.1 pp +0.4 pp +0.7 pp +1.2 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boothe Investment Group, Inc. CIK 0001749798 0.579 38 7.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 7.2 6.1% 4 +0.3 pp +0.4 pp +0.4 pp +6.1 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 7.2 2.5% 4 -1.3 pp -1.2 pp -1.1 pp +2.5 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 7.2 0.9% 4 +0.4 pp +0.6 pp +0.6 pp +0.9 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 7.1 2.5% 4 -0.2 pp -0.1 pp +0.1 pp +2.5 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 7.1 1.6% 4 -0.0 pp +0.0 pp -0.0 pp +1.6 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 7.0 4.1% 4 -0.8 pp -0.7 pp -2.7 pp +4.1 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 7.0 0.9% 5 +0.3 pp +0.4 pp +0.5 pp +0.1 pp
Betterment LLC CIK 0001633901 0.437 675 7.0 13.3% 3 +0.5 pp +1.1 pp +13.3 pp +13.3 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 7.0 1.1% 4 -0.0 pp -0.0 pp +0.3 pp +1.1 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 6.9 2.8% 4 +0.1 pp +0.3 pp +0.6 pp +2.8 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 6.9 1.6% 4 -0.1 pp +0.0 pp +0.0 pp +1.6 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 6.9 3.8% 4 +0.5 pp +0.4 pp +0.3 pp +3.8 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 6.8 4.3% 4 +1.6 pp -0.8 pp -0.3 pp +4.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 6.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 6.7 1.7% 1 +1.7 pp +1.7 pp +0.6 pp +1.7 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 6.7 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Cordatus Wealth Management LLC CIK 0001715862 0.324 168 6.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 6.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 6.6 2.1% 4 -0.5 pp -0.5 pp -0.5 pp +2.1 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 6.4 0.5% 4 -0.1 pp -0.1 pp +0.3 pp +0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 6.4 2.2% 4 +0.4 pp +0.4 pp +0.7 pp +2.2 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 6.3 1.8% 4 +0.2 pp +0.4 pp +0.4 pp +1.8 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 6.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
NWAM LLC CIK 0001655006 0.392 684 6.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 6.1 1.9% 4 +0.1 pp +0.3 pp +0.7 pp +1.9 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 6.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 6.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 6.0 2.7% 4 -0.1 pp +0.2 pp +0.4 pp +2.7 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 6.0 2.7% 4 -0.1 pp -0.0 pp -0.2 pp +2.7 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 5.9 0.9% 4 -0.1 pp -0.0 pp -0.1 pp +0.9 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.8 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
ATX Financial Planning, LLC CIK 0002111013 0.292 83 5.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 5.8 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.8 0.6% 4 -0.1 pp -0.2 pp -0.6 pp +0.6 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 5.8 2.6% 1 +2.6 pp +2.6 pp +2.5 pp -2.4 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 5.7 2.8% 4 -0.1 pp -0.4 pp -0.8 pp +2.8 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 5.7 3.1% 4 -0.0 pp +0.3 pp +0.3 pp +3.1 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 5.7 0.6% 4 -0.4 pp -0.4 pp -0.4 pp +0.6 pp
Blue Capital, Inc. CIK 0002032856 0.015 122 5.6 3.7% 3 -0.6 pp -0.7 pp +3.7 pp +3.7 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 5.6 3.4% 4 +0.3 pp +0.4 pp +0.5 pp +3.4 pp
Midwest Trust Co CIK 0002077080 0.757 606 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Timmons Wealth Management, LLC CIK 0002110045 0.383 74 5.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 5.6 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
TRUEFG, LLC CIK 0001766067 0.882 75 5.6 1.5% 4 -0.0 pp +0.0 pp +0.0 pp +1.5 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 5.6 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Carroll Advisory Group, LLC CIK 0002108684 0.607 73 5.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 5.6 1.7% 4 -0.1 pp -0.1 pp -0.3 pp +1.7 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 5.5 1.8% 4 -0.1 pp -0.1 pp -0.1 pp +1.8 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 5.5 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
WealthPoint Financial, LLC CIK 0002040860 0.147 126 5.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Integrated Wealth Management CIK 0002113155 0.022 91 5.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 5.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vestment Financial LLC CIK 0002056705 0.756 41 5.3 2.5% 4 -0.0 pp -0.1 pp +0.0 pp +2.5 pp
Aldebaran Financial Inc. CIK 0001353110 0.323 82 5.3 5.0% 4 +0.1 pp +0.8 pp +1.4 pp +5.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 5.2 1.3% 4 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 5.2 1.2% 4 +0.2 pp +0.3 pp +0.2 pp +1.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 5.1 1.0% 4 +0.4 pp +0.4 pp +0.5 pp +1.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 5.1 0.3% 4 -2.9 pp +0.1 pp +0.2 pp +0.3 pp
OPUS INVESTMENT MANAGEMENT INC CIK 0001097833 0.586 31 5.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 5.1 1.1% 4 +0.1 pp +0.2 pp +0.3 pp +1.1 pp
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HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 5.1 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 5.0 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
Copia Wealth Management CIK 0002058771 0.232 570 5.0 3.5% 5 -1.3 pp -1.5 pp -1.7 pp -1.5 pp
CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 5.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 5.0 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
MLP3, LLC CIK 0002109061 0.294 86 5.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 5.0 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 4.9 3.8% 4 -0.6 pp -0.1 pp -0.1 pp +3.8 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
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Alpha Financial Partners LLC CIK 0001966219 0.488 118 4.8 2.8% 4 -0.2 pp -0.4 pp -1.2 pp +2.8 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 4.8 0.5% 4 +0.1 pp -0.1 pp +0.2 pp +0.5 pp
NVWM, LLC CIK 0001697274 0.201 780 4.7 1.1% 2 +0.7 pp +1.1 pp +1.1 pp +1.1 pp
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COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Aureum Wealth Management, LLC CIK 0002093444 0.383 62 4.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Fonville Wealth Management LLC CIK 0002008703 0.561 147 4.6 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Beacon Financial Advisory LLC CIK 0001800502 0.266 417 4.5 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
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IMG Wealth Management, Inc. CIK 0002032103 0.438 612 4.3 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
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Traynor Capital Management, Inc. CIK 0001666786 0.689 335 4.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
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Secure Asset Management, LLC CIK 0001800692 0.269 320 1.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.6 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
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Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.6 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 1.5 0.4% 4 -0.0 pp -0.0 pp +0.2 pp +0.4 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.5 0.4% 4 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 1.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 1.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 1.5 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 1.5 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.5 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.5 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.3 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 1.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
Endurance Services Ltd CIK 0002011025 0.942 8 1.5 0.2% 1 +0.2 pp +0.2 pp -35.6 pp +0.2 pp
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Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 1.5 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 1.4 1.4% 5 +0.3 pp +0.2 pp +0.4 pp -0.2 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 0.526 181 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Souders Financial Advisors CIK 0001811240 0.482 224 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.4 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
Mendel Money Management CIK 0001600585 0.195 127 1.4 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 1.4 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
Peck Wealth Management, LLC CIK 0002135125 0.155 127 1.4 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Corsicana & Co. CIK 0001869923 0.236 309 1.4 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 1.3 0.8% 4 -2.3 pp -2.3 pp -2.4 pp +0.8 pp
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.3 0.1% 4 +0.0 pp +0.0 pp -0.7 pp +0.1 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 1.3 0.9% 2 -0.0 pp +0.9 pp -0.0 pp +0.9 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.3 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 1.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
tru Independence LLC CIK 0001785445 0.641 108 1.3 0.6% 4 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
Advisor Resource Council CIK 0001820879 0.259 260 1.3 0.5% 2 -0.1 pp +0.5 pp +0.1 pp +0.5 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.3 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
BankPlus Trust Department CIK 0002047270 0.431 470 1.3 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.3 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.3 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 1.3 0.8% 4 +0.0 pp +0.1 pp +0.5 pp +0.8 pp
Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.2 0.8% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.2 0.3% 4 -0.6 pp -0.1 pp +0.1 pp +0.3 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 1.2 1.8% 1 +1.8 pp +1.8 pp +1.4 pp +1.8 pp
Alamar Capital Management, LLC CIK 0001846995 0.259 88 1.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.2 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 1.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 1.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
TLWM CIK 0001732537 0.888 73 1.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Caitlin John, LLC CIK 0002010947 0.012 991 1.2 0.7% 4 -0.3 pp -0.4 pp -0.3 pp +0.7 pp
Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 1.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.2 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.1 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.1 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
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LOM Asset Management Ltd CIK 0002077907 0.225 279 1.1 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Whelan Financial CIK 0001894921 0.754 101 1.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Strong Retirement Solutions LLC CIK 0002111795 0.258 82 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
360 Financial, Inc. CIK 0001802324 0.655 85 1.1 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Embree Financial Group CIK 0002020860 0.466 283 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.1 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 1.1 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Visionary Wealth Advisors CIK 0001802984 0.494 666 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AMJ Financial Wealth Management CIK 0001801585 0.571 83 1.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
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SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
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LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Summit Financial Consulting LLC CIK 0002065794 0.400 49 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
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Signature Wealth Management Group CIK 0001736666 0.111 128 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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XTX Topco Ltd CIK 0001828301 0.023 4087 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Global Endowment Management, LP CIK 0001512237 0.755 72 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Community Bank, N.A. CIK 0001632187 0.503 530 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Orgel Wealth Management, LLC CIK 0001658535 0.871 113 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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SFM, LLC CIK 0002064225 0.428 69 0.9 0.5% 6 -0.8 pp -0.0 pp -0.1 pp -0.1 pp
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Crew Capital Management, Ltd CIK 0001835669 0.178 112 0.8 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
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COMMERCE BANK CIK 0001009076 0.853 1332 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Key FInancial Inc CIK 0001801720 0.372 1356 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 2 -9.9 pp +0.0 pp +0.0 pp +0.0 pp
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Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 4 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -19.9 pp -0.2 pp -0.2 pp +0.0 pp
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Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Cutler Capital Management, LLC CIK 0001353098 0.288 124 0.0 0.0% 0 -0.2 pp +0.0 pp -0.3 pp +0.0 pp
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Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 0.0 0.0% 0 -1.5 pp -1.5 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp +0.0 pp
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -1.2 pp -1.2 pp -1.2 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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
PRAIRIEVIEW WEALTH PARTNERS, LLC CIK 0002011194 0.806 29 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 +0.0 pp -9.4 pp -10.3 pp +0.0 pp
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Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -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% 0 +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% 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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 0.0 0.0% 0 -0.1 pp -0.7 pp -0.7 pp +0.0 pp
CLARIS ADVISORS, LLC / MO / CIK 0001905092 0.749 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -1.0 pp -1.1 pp -1.1 pp +0.0 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
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NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -1.8 pp -1.7 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp +0.0 pp
Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -7.5 pp +0.0 pp
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Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp -11.5 pp +0.0 pp
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Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -1.1 pp -1.0 pp -1.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.8 pp
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Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -24.9 pp +0.0 pp
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Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -4.1 pp -4.0 pp -4.1 pp +0.0 pp
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BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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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
Foster Group, Inc. CIK 0001841544 0.874 318 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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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
Kera Capital Partners, Inc. CIK 0002040353 0.312 629 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -13.7 pp -13.6 pp -12.9 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -1.4 pp -1.6 pp -1.6 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp +0.0 pp
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD CIK 0001670627 0.000 24 0.0 0.0% 0 +0.0 pp +0.0 pp -24.5 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -3.6 pp -3.5 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Apriem Advisors CIK 0001425165 0.679 182 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 +0.0 pp +0.0 pp -10.6 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -1.8 pp -1.6 pp -2.2 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 -6.9 pp -6.8 pp -7.5 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp -1.5 pp -1.3 pp +0.0 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 -8.6 pp -8.7 pp -9.4 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Defender Capital, LLC. CIK 0001766929 0.672 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp -15.1 pp -16.1 pp +0.0 pp
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -10.0 pp -11.4 pp -11.7 pp +0.0 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 -0.7 pp -2.3 pp +0.0 pp +0.0 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 -0.2 pp -0.2 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
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 0.570 73 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -3.4 pp -4.0 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
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp -0.1 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 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.0 0.0% 0 +0.0 pp -2.7 pp -2.7 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -14.0 pp -14.4 pp -14.2 pp +0.0 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
MFA Wealth Services CIK 0001989379 0.288 134 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 -1.4 pp -1.3 pp -1.3 pp +0.0 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp -1.4 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
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fosun International Ltd CIK 0001447884 0.512 73 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PENNINGTON PARTNERS & CO., LLC CIK 0001779355 0.593 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp +0.0 pp -4.8 pp +0.0 pp
Members Trust Co CIK 0001677560 0.939 170 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.0 pp -1.4 pp -1.4 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Donald L. Hagan, LLC CIK 0001638049 0.513 86 0.0 0.0% 0 +0.0 pp -3.2 pp -3.3 pp +0.0 pp
Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 0.0 0.0% 0 -5.0 pp -4.4 pp +0.0 pp +0.0 pp
Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp -3.1 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
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -2.0 pp -1.9 pp +0.0 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Note Advisors, LLC CIK 0002056243 0.618 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.7 pp -0.5 pp -0.0 pp +0.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -7.8 pp -6.6 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -3.7 pp -4.4 pp -4.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 pp -0.7 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.6 pp -0.7 pp -0.6 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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