Signals

SPYM

1956 in-universe funds with a nonzero position in SPYM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#6
Score / z26.270 / 31.67
Consensus608.69 over 1214 funds
Momentum-0.13 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest+40% / 1.4d ⚡

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 14,564.0 5.8% 5 +1.9 pp +3.0 pp +3.1 pp +3.4 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 5,832.8 21.0% 5 +1.1 pp -3.8 pp -2.7 pp +3.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5,567.7 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 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 4,808.4 0.3% 6 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4,118.9 3.5% 2 -0.6 pp +3.5 pp +3.4 pp +3.5 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 4,062.1 4.2% 5 +2.4 pp +3.7 pp +4.1 pp +4.2 pp
Creative Planning CIK 0001540235 0.979 4196 3,108.0 1.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
Kedalion Capital Management LLP CIK 0002041209 0.814 3 3,087.2 73.3% 5 +32.5 pp +65.8 pp +35.4 pp +53.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,994.9 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 1,802.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,764.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,660.2 0.1% 7 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 1,033.6 13.7% 2 +3.4 pp +13.7 pp +13.7 pp +13.7 pp
MKP Capital Management, L.L.C. CIK 0001534949 0.684 22 1,023.8 28.2% 2 -6.2 pp +28.2 pp +28.2 pp +28.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 931.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 906.0 7.7% 5 +2.3 pp +2.8 pp +2.9 pp +3.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 877.9 3.7% 5 -0.3 pp -0.5 pp -0.6 pp +3.3 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 838.0 5.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 796.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 747.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 683.9 0.8% 6 +0.0 pp -0.1 pp -0.1 pp -0.6 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 666.8 3.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 615.6 5.9% 5 +1.1 pp +1.9 pp +5.6 pp +5.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 598.3 3.0% 5 -0.7 pp -0.7 pp -0.7 pp +0.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 539.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 539.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 531.2 29.6% 5 -0.0 pp -1.0 pp -0.4 pp +0.3 pp
TIG Advisors, LLC CIK 0001358253 0.195 100 525.6 24.2% 4 +2.4 pp +1.2 pp -4.5 pp +24.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 523.5 2.4% 5 +0.6 pp +0.6 pp +0.7 pp +0.8 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 515.0 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 509.6 2.8% 5 +2.4 pp +2.3 pp +2.5 pp +2.5 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 507.6 18.4% 5 +5.0 pp +7.5 pp +7.9 pp +4.6 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 492.7 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 484.1 8.9% 5 +0.6 pp +0.5 pp +0.9 pp +1.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 459.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 453.8 14.7% 5 -0.6 pp -6.4 pp -11.1 pp -11.8 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 447.3 5.3% 5 +1.1 pp +1.6 pp +2.0 pp +5.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 446.8 3.3% 5 +0.2 pp +2.2 pp +2.4 pp +2.3 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 441.8 14.0% 3 +0.9 pp +7.6 pp +14.0 pp +14.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 440.3 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 433.6 2.6% 5 +0.4 pp +0.6 pp +1.1 pp +1.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 417.7 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NATIXIS CIK 0001274981 0.561 1107 409.9 1.9% 3 -2.1 pp -3.3 pp +1.9 pp +1.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 406.8 5.9% 7 +0.8 pp +0.7 pp +0.7 pp -0.9 pp
Gradient Investments LLC CIK 0001542265 0.563 448 393.2 5.4% 5 +0.4 pp +0.3 pp +0.5 pp +0.7 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 385.9 7.3% 5 +0.6 pp +0.5 pp +0.3 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 385.7 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 351.8 8.1% 5 +0.1 pp -1.2 pp -0.7 pp -1.0 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 341.6 2.6% 3 -0.0 pp -0.1 pp +2.6 pp +2.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 337.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 308.6 3.0% 5 -0.1 pp -0.3 pp -0.7 pp -0.8 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 306.9 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 299.8 12.8% 5 -0.4 pp +10.8 pp +11.1 pp +11.5 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 278.0 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 276.5 2.6% 5 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
Stadion Money Management, LLC CIK 0001321220 0.841 27 273.8 23.6% 5 -1.8 pp -1.1 pp -0.9 pp +3.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 269.7 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 266.1 1.2% 5 +0.5 pp +0.6 pp +0.5 pp +0.4 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 264.6 7.0% 5 +0.5 pp +0.9 pp +1.3 pp +2.2 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 250.5 12.4% 5 +2.2 pp +4.0 pp +5.1 pp +2.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 231.3 3.5% 1 +3.5 pp +0.2 pp -0.5 pp +3.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 230.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 225.1 28.0% 1 +28.0 pp +28.0 pp +28.0 pp +28.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 224.5 1.1% 5 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 222.1 0.4% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 218.3 6.5% 5 +2.2 pp +3.2 pp +2.7 pp +2.7 pp
Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 216.1 25.5% 5 +1.1 pp +1.0 pp -1.5 pp -1.6 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 203.2 9.9% 5 +0.3 pp +0.6 pp +0.6 pp +0.9 pp
VICUS CAPITAL CIK 0001544806 0.660 268 201.9 13.0% 5 +0.3 pp +2.1 pp +4.5 pp +12.7 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 198.5 2.4% 6 +0.8 pp +1.0 pp +1.2 pp +1.7 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 168.1 2.2% 5 +0.7 pp +0.6 pp +0.5 pp +0.5 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 163.0 10.4% 5 +0.2 pp +3.9 pp -0.1 pp +3.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 162.9 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 161.1 7.9% 5 +0.1 pp +0.7 pp +0.2 pp +0.0 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 160.5 17.7% 5 -0.5 pp -2.4 pp -2.1 pp -18.6 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 159.2 4.8% 5 +0.0 pp +0.3 pp +0.2 pp +0.2 pp
KWB Wealth CIK 0001822236 0.453 169 151.2 12.9% 5 +4.2 pp +4.5 pp +4.9 pp +2.7 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 145.8 2.3% 5 -0.0 pp -0.3 pp -0.4 pp -0.3 pp
RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 141.6 24.4% 5 +0.1 pp -0.1 pp +2.2 pp +2.7 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 139.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 137.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +2.2 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 130.6 8.7% 5 +2.3 pp +3.9 pp +4.0 pp +4.2 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 129.8 5.8% 5 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 128.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 128.7 1.3% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 122.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 121.1 6.3% 5 +1.1 pp +1.2 pp +0.9 pp +2.7 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 119.9 46.0% 4 -1.4 pp +9.8 pp +12.1 pp +46.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 116.0 0.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 114.7 3.6% 6 +0.7 pp +1.1 pp +0.6 pp +0.5 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 109.1 9.4% 4 +0.8 pp +5.9 pp +7.0 pp +9.4 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 108.5 16.1% 5 +2.0 pp -0.3 pp +3.0 pp +3.2 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 105.7 3.8% 5 +0.4 pp +0.8 pp +1.0 pp +2.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 104.2 13.6% 5 +0.8 pp +0.6 pp +1.1 pp +1.7 pp
Brown Financial Advisory CIK 0001843853 0.850 49 101.2 42.3% 5 +1.3 pp -0.5 pp +0.2 pp +1.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 101.2 0.2% 5 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
One Day In July LLC CIK 0001823172 0.854 167 100.9 7.0% 5 +0.5 pp +0.6 pp +1.1 pp +1.7 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 98.3 8.6% 3 +6.6 pp +8.5 pp +8.6 pp +8.6 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 98.3 19.2% 5 +3.8 pp +3.6 pp +3.8 pp +2.9 pp
Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 96.1 39.4% 5 +0.3 pp -0.6 pp -0.7 pp -2.1 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 94.0 11.2% 5 +4.0 pp +6.6 pp +6.7 pp +6.9 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 94.0 2.2% 5 -0.3 pp -0.3 pp +0.7 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 91.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 90.1 0.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 89.8 1.5% 5 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 89.1 4.3% 2 +0.1 pp +4.3 pp -7.1 pp -1.5 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 88.5 14.5% 5 +6.0 pp +9.1 pp +9.0 pp +8.3 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 87.5 12.1% 5 +3.8 pp +6.0 pp +6.1 pp +6.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 87.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 86.7 15.4% 5 +0.7 pp +0.2 pp +0.2 pp +0.5 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 85.5 2.4% 5 -0.2 pp -0.6 pp -0.7 pp +0.1 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 85.4 1.8% 5 +1.2 pp +1.6 pp +1.6 pp +1.6 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 84.8 4.1% 5 +0.1 pp +0.1 pp +0.0 pp +3.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 84.5 8.0% 7 +0.1 pp -0.7 pp -0.4 pp -1.4 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 82.6 19.5% 5 +3.1 pp +2.5 pp +0.9 pp +0.5 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 81.4 9.0% 5 +2.5 pp +3.3 pp +3.4 pp +3.5 pp
Solitude Financial Services CIK 0001839890 0.859 41 80.7 22.4% 4 +0.2 pp +0.4 pp +1.0 pp +22.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 79.6 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 79.4 6.5% 5 +0.4 pp -0.0 pp -0.3 pp -0.5 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 78.5 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 77.8 16.3% 5 +0.4 pp +0.0 pp -0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 77.1 5.2% 5 -0.3 pp -0.2 pp -1.1 pp -1.3 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 76.3 10.0% 5 +3.9 pp +4.9 pp +5.1 pp +5.0 pp
TAIYO LIFE INSURANCE CO CIK 0001254890 0.955 11 75.2 6.9% 5 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 75.1 2.1% 5 +0.1 pp -0.0 pp +0.3 pp +0.4 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 74.8 4.2% 5 +3.2 pp +3.1 pp +3.2 pp +3.2 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 74.0 4.8% 2 +0.7 pp +4.8 pp +4.8 pp +4.8 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 73.7 0.9% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 73.7 7.3% 5 +0.1 pp -0.3 pp -0.4 pp -2.8 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 73.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 73.0 20.9% 5 +0.5 pp -0.8 pp -1.5 pp -2.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 72.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 71.2 0.8% 4 +0.6 pp +0.6 pp +0.7 pp +0.8 pp
Keystone Financial Group CIK 0001729299 0.524 567 70.2 4.2% 5 +0.4 pp +1.1 pp +0.8 pp +0.8 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 69.7 3.0% 5 +0.2 pp +0.4 pp +0.8 pp -0.0 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 69.4 26.8% 5 -0.4 pp -1.8 pp -1.7 pp -0.8 pp
Auour Investments LLC CIK 0001789310 0.580 95 69.0 19.8% 5 +0.7 pp -0.0 pp -1.2 pp -0.7 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 69.0 0.9% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 69.0 18.5% 5 +0.5 pp -0.9 pp -0.7 pp -1.1 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 68.8 20.3% 5 +0.1 pp -0.8 pp -0.9 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 68.8 0.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 67.3 6.7% 5 -1.9 pp -2.4 pp -2.7 pp -2.8 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 65.4 2.1% 6 +0.1 pp -0.5 pp -0.5 pp -0.5 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 65.1 4.4% 5 +0.3 pp +0.3 pp +0.6 pp +0.7 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 64.9 3.9% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
New Perspectives, Inc CIK 0001909565 0.875 49 64.5 19.8% 5 +0.4 pp -0.7 pp -5.8 pp -8.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 63.9 1.4% 1 +1.4 pp +1.4 pp -0.1 pp +0.1 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 62.9 15.0% 5 +0.7 pp +1.2 pp +3.8 pp +5.7 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 62.3 1.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 62.1 24.3% 5 +0.7 pp +1.2 pp +1.3 pp +2.6 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 61.8 11.3% 5 +4.4 pp +6.2 pp +8.6 pp +8.9 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 61.3 0.8% 5 +0.1 pp +0.0 pp +0.0 pp -0.1 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 60.0 3.9% 5 +0.3 pp +0.4 pp +0.2 pp +0.2 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 59.9 4.9% 5 +0.4 pp +0.8 pp +1.2 pp +1.6 pp
Petix & Botte Co CIK 0001803255 0.507 144 59.7 12.0% 5 +1.3 pp +1.9 pp +3.4 pp +4.6 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 59.4 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 58.7 3.6% 6 -0.1 pp +0.3 pp +0.8 pp +1.3 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 58.7 7.8% 3 +7.8 pp -2.1 pp +7.8 pp +7.8 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 58.4 2.5% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 57.3 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 56.9 13.2% 5 -2.3 pp -8.3 pp -9.8 pp -10.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 56.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Macco Financial Group, Inc. CIK 0002111816 0.527 22 55.7 36.2% 2 +7.1 pp +36.2 pp +36.2 pp +36.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 55.6 1.0% 5 +0.1 pp +0.0 pp -0.2 pp -0.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 54.7 1.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Financial Enhancement Group LLC CIK 0001641438 0.482 134 54.7 6.5% 5 +0.1 pp -0.2 pp -0.5 pp -0.6 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 54.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 54.1 0.2% 5 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 54.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 53.7 9.8% 5 -3.6 pp -3.9 pp -4.2 pp -5.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 53.4 0.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 53.2 12.3% 5 +0.1 pp +0.1 pp -0.4 pp +2.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 52.7 14.1% 5 +0.4 pp +0.8 pp +0.5 pp +0.9 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 52.6 2.0% 6 +0.1 pp -0.0 pp -0.0 pp -0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 52.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 52.5 2.1% 5 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 52.2 1.7% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 51.5 0.9% 5 +0.0 pp +0.3 pp +0.1 pp +0.2 pp
Quantum Financial Planning Services, Inc. CIK 0002050169 0.842 58 51.4 15.9% 5 +1.1 pp +1.2 pp +0.7 pp +0.0 pp
Bricktown Capital, LLC CIK 0001934657 0.897 28 51.3 9.3% 5 +1.3 pp +2.6 pp +2.9 pp +5.5 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 50.7 7.8% 6 +1.8 pp +4.5 pp +4.9 pp +5.9 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 50.7 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 50.4 14.3% 5 +4.5 pp +5.6 pp +5.4 pp +5.3 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 49.1 5.7% 5 +0.2 pp +0.0 pp +0.6 pp +0.7 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 48.3 4.2% 5 +0.1 pp -0.3 pp -0.3 pp -5.1 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 48.2 11.2% 5 -0.3 pp -1.0 pp -0.7 pp -9.6 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 47.8 1.3% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 47.8 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
Wealth Management Nebraska CIK 0002042783 0.758 106 47.7 4.3% 2 +0.0 pp +4.3 pp -1.0 pp -1.4 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 47.7 12.6% 6 -0.7 pp -0.5 pp +0.5 pp +0.8 pp
RETIREMITTEN FINANCIAL LLC CIK 0002127635 0.842 47 47.3 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 47.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 47.2 17.8% 5 -1.8 pp -2.8 pp -3.0 pp -2.2 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 47.1 5.8% 5 +1.9 pp +1.7 pp +1.7 pp +2.0 pp
Highland Financial Advisors, LLC CIK 0001939237 0.690 73 46.4 10.2% 5 -0.9 pp -1.1 pp -1.0 pp -1.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 46.4 3.0% 5 -0.1 pp -1.5 pp -1.1 pp -1.2 pp
SFG Wealth Management, LLC. CIK 0001908914 0.461 113 46.3 16.6% 4 +1.7 pp +6.1 pp +16.3 pp +16.6 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 46.2 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 46.1 6.6% 5 +0.3 pp +0.2 pp +0.0 pp +0.2 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 45.3 5.2% 5 +2.2 pp -0.2 pp -0.2 pp +0.2 pp
Broadway Wealth Solutions, Inc. CIK 0002021265 0.681 92 45.3 21.2% 5 +1.6 pp +0.9 pp +0.7 pp +1.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 45.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 44.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crown Wealth Group, LLC CIK 0001845698 0.546 150 43.5 11.1% 5 +0.2 pp -0.0 pp -0.3 pp -0.8 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 42.7 16.0% 5 +0.2 pp -0.6 pp -0.4 pp -0.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 42.6 2.3% 5 +0.3 pp +0.3 pp +1.0 pp +0.4 pp
Verde Capital Management CIK 0001802891 0.578 80 42.3 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Ridgeline Wealth Planning, LLC CIK 0002013788 0.663 53 42.1 26.7% 5 +1.6 pp +1.0 pp +0.6 pp -0.7 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 41.9 0.7% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 41.9 3.6% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 40.8 2.8% 5 +0.6 pp +2.5 pp +2.7 pp +2.7 pp
PFG Advisors CIK 0001694435 0.248 791 40.8 2.1% 5 +0.4 pp +0.3 pp +0.9 pp +1.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 40.5 1.4% 5 -0.4 pp -0.2 pp -0.0 pp +0.0 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 39.9 14.2% 5 +0.3 pp -0.1 pp -0.8 pp -0.5 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 38.4 2.1% 5 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 38.1 2.1% 6 +0.2 pp +0.4 pp +1.9 pp +1.9 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 38.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 37.8 0.8% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 37.8 5.0% 5 +0.3 pp +0.3 pp +0.5 pp +0.6 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 37.5 0.7% 7 -0.2 pp -0.0 pp -0.1 pp -0.1 pp
Henderson Brothers Financial Partners, LLC CIK 0002064329 0.411 77 37.4 17.7% 2 +9.2 pp +17.7 pp +17.7 pp +17.7 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 37.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 36.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 36.6 2.4% 5 +1.2 pp +1.5 pp +1.5 pp +1.4 pp
Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 36.6 7.3% 5 -0.3 pp +0.1 pp -0.0 pp +1.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 36.5 2.2% 5 +0.1 pp -0.4 pp -0.7 pp -0.6 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 36.3 0.3% 7 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Bauman Advisory Group, LLC CIK 0002111802 0.251 81 36.3 19.2% 2 -3.1 pp +19.2 pp +19.2 pp +19.2 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 36.0 11.2% 6 -0.7 pp -2.4 pp +4.5 pp +4.5 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 35.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 35.2 1.7% 5 +0.0 pp +0.3 pp +1.1 pp +1.1 pp
Capital Investment Management, Inc. CIK 0002124549 0.530 132 34.9 10.7% 2 +0.3 pp +10.7 pp +10.7 pp +10.7 pp
NBZ Investment Advisors LLC CIK 0001998018 0.677 80 34.7 13.6% 5 +0.2 pp +6.5 pp -1.9 pp +5.4 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 34.7 5.1% 2 +4.9 pp +5.1 pp +5.0 pp +5.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 34.4 1.1% 5 -0.9 pp -0.3 pp -1.1 pp +0.2 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 34.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 34.2 10.6% 5 +1.7 pp +10.0 pp +10.4 pp +10.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 33.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 33.3 18.6% 2 +0.5 pp +18.6 pp +18.6 pp +18.6 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 33.3 2.3% 5 +0.2 pp +0.1 pp +0.4 pp +0.5 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 33.0 0.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.2 pp
TABLEAUX LLC CIK 0002060663 0.396 120 32.9 13.9% 3 +0.6 pp -1.0 pp +13.9 pp +13.9 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 32.5 7.3% 5 +4.4 pp +4.8 pp +4.9 pp +4.8 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 32.3 3.0% 5 +0.6 pp +0.2 pp +0.4 pp +0.4 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 31.6 8.8% 5 +3.2 pp +3.2 pp +3.3 pp +3.6 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 31.5 0.7% 5 -0.0 pp +0.4 pp +0.2 pp +0.4 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 31.5 3.2% 5 +1.7 pp +0.7 pp +0.6 pp +1.2 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 31.1 26.3% 5 +11.1 pp +12.2 pp +14.5 pp +13.9 pp
NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 31.0 3.7% 5 +0.2 pp -0.1 pp -0.2 pp -0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 30.9 0.9% 5 +0.3 pp +0.3 pp -0.6 pp -0.7 pp
Wealth Advisors of Iowa, LLC CIK 0001803005 0.568 90 30.8 8.3% 5 +0.8 pp -0.1 pp -0.2 pp -0.5 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 30.5 6.3% 5 -1.8 pp -3.4 pp -3.9 pp -7.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 30.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 30.4 1.2% 5 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 30.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 29.9 1.2% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 29.9 0.7% 5 -3.0 pp +0.2 pp +0.3 pp +0.3 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 29.7 1.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Leslie Global Wealth, LLC CIK 0001954832 0.349 85 29.5 11.5% 5 -2.5 pp -1.6 pp -1.3 pp -4.8 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 29.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 29.3 0.6% 5 -0.2 pp -0.2 pp -0.6 pp -0.5 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 28.8 5.9% 5 +0.4 pp -0.1 pp -0.3 pp +0.2 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 28.8 3.0% 5 +0.6 pp +0.7 pp +0.8 pp +0.9 pp
M1 Capital Management LLC CIK 0001976157 0.144 113 28.5 10.5% 6 +5.1 pp +5.5 pp +5.7 pp +5.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 28.5 0.4% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
NOVEM GROUP CIK 0001926783 0.247 437 28.3 2.9% 5 +0.1 pp -0.2 pp -0.4 pp -0.8 pp
Segment Wealth Management, LLC CIK 0001575581 0.561 311 28.3 1.5% 5 +0.1 pp -0.3 pp +0.1 pp +1.4 pp
CBM Financial, LLC CIK 0002055702 0.864 16 28.1 16.7% 3 +0.2 pp +0.1 pp +16.7 pp +16.7 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 28.0 3.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.6 pp
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 28.0 3.9% 5 +0.1 pp -0.6 pp -0.8 pp -2.1 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 27.9 0.4% 5 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 27.9 5.4% 5 +1.1 pp +2.3 pp +1.8 pp +1.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 27.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 27.4 4.1% 5 -0.2 pp -0.4 pp -0.9 pp -1.1 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 27.4 1.9% 5 +1.2 pp -0.2 pp +1.9 pp +1.9 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 27.4 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Mueller Wealth, LLC CIK 0002110608 0.850 18 27.2 18.5% 2 +0.7 pp +18.5 pp +18.5 pp +18.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 27.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 27.1 1.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 26.9 1.6% 5 +0.3 pp +0.5 pp +0.7 pp +0.9 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 26.9 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Legacy Wealth Management, LLC / MS CIK 0002047443 0.600 114 26.6 6.8% 5 +2.9 pp +3.1 pp +3.6 pp +3.7 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 26.4 5.8% 5 +0.6 pp +0.8 pp +1.2 pp +4.7 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 26.4 0.5% 5 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 26.3 6.0% 4 +0.1 pp -0.1 pp -0.4 pp +6.0 pp
DDD Partners, LLC CIK 0001729673 0.504 164 26.2 1.6% 2 +0.9 pp +1.6 pp +1.6 pp +1.6 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 26.1 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 25.8 1.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 25.6 2.7% 5 +1.1 pp +1.0 pp +1.0 pp +1.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 25.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 25.5 9.1% 5 +0.7 pp +0.7 pp +0.5 pp +1.4 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 25.3 14.0% 2 +5.2 pp +14.0 pp +14.0 pp +14.0 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 25.3 12.8% 6 +0.9 pp -0.4 pp -0.5 pp -0.6 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 25.3 12.4% 5 +1.2 pp +12.0 pp +12.1 pp +12.2 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 25.3 6.8% 5 +3.1 pp +3.2 pp +2.5 pp +1.7 pp
Kagan Cocozza Asset Management CIK 0002064489 0.602 67 25.2 15.8% 6 +1.2 pp +0.1 pp +0.1 pp +0.6 pp
Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 25.1 5.0% 5 -0.1 pp -0.7 pp -0.6 pp -0.7 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 25.0 8.5% 5 +0.7 pp +0.3 pp +0.6 pp +0.9 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 25.0 7.1% 5 +0.1 pp -0.3 pp -0.1 pp +0.1 pp
GTS FINANCIAL, LLC CIK 0002112647 0.211 41 24.9 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 24.8 6.1% 3 +0.1 pp -0.2 pp +6.1 pp -5.2 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 24.5 0.8% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 24.4 15.1% 5 +3.9 pp +3.9 pp +2.7 pp +4.1 pp
FMR LLC CIK 0000315066 0.989 5571 24.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 24.1 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 24.0 13.8% 5 -0.6 pp -1.5 pp -0.9 pp -0.2 pp
S. R. Schill & Associates CIK 0001616004 0.728 25 24.0 14.5% 5 +2.8 pp +2.2 pp +2.3 pp +2.2 pp
Beacon Capital Management, Inc. CIK 0001575301 0.705 133 23.8 1.4% 4 +0.2 pp +0.3 pp -0.0 pp +1.4 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 23.8 4.7% 4 +1.5 pp +2.9 pp +4.6 pp +4.7 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 23.7 1.2% 5 +0.1 pp -0.0 pp +0.3 pp +0.2 pp
Advisor OS, LLC CIK 0001767580 0.509 586 23.6 1.6% 5 +0.3 pp +0.0 pp -0.1 pp +0.4 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 23.4 3.4% 4 +0.4 pp +0.2 pp +0.3 pp +3.4 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 23.2 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 23.2 7.5% 5 +1.4 pp +2.5 pp +3.2 pp +4.4 pp
Elm Partners Management LLC CIK 0001743941 0.865 161 23.0 0.8% 5 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 23.0 13.1% 5 +2.8 pp -8.4 pp -10.0 pp +0.5 pp
Investors Research Corp CIK 0001730630 0.347 805 22.9 4.1% 5 +0.4 pp +0.5 pp +0.6 pp +0.8 pp
Encompass More Asset Management CIK 0002011218 0.126 270 22.7 3.3% 4 -3.8 pp +1.8 pp +1.9 pp +3.3 pp
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Archer Investment Corp CIK 0001803804 0.301 1254 21.4 4.2% 5 +0.2 pp -0.1 pp +0.3 pp +0.5 pp
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Ferguson Shapiro LLC CIK 0001767433 0.167 87 20.4 6.0% 2 +0.1 pp +6.0 pp +6.0 pp +6.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 20.3 5.1% 5 +0.5 pp +0.1 pp +0.1 pp +0.7 pp
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MKT Advisors LLC CIK 0001906802 0.646 155 19.6 6.1% 5 +1.1 pp +1.5 pp +2.0 pp +3.0 pp
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CVFG LLC CIK 0002050974 0.313 250 19.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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Sowell Financial Services LLC CIK 0001633697 0.482 1162 19.1 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RBF Capital, LLC CIK 0001134621 0.512 506 18.9 0.8% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 18.8 9.8% 2 +0.5 pp +9.8 pp +9.8 pp +9.8 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 18.6 3.0% 5 -0.1 pp +0.3 pp +0.5 pp +0.6 pp
Brown Financial Advisors CIK 0002035548 0.168 212 18.5 6.5% 5 +0.4 pp +0.5 pp +0.6 pp +0.8 pp
Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 18.5 10.4% 6 -18.8 pp -0.1 pp +0.5 pp -5.0 pp
Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 18.4 14.4% 5 +0.9 pp +1.1 pp +5.3 pp +5.7 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 18.3 12.0% 1 +12.0 pp +12.0 pp +2.6 pp +1.7 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 18.0 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 17.9 3.7% 5 -0.1 pp -0.4 pp +0.0 pp -0.3 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 17.9 3.5% 5 -0.3 pp -0.3 pp -1.5 pp -2.1 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 17.7 1.4% 5 +0.2 pp +0.2 pp +0.2 pp -0.7 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 17.6 4.8% 2 +2.2 pp +4.8 pp +4.8 pp +4.8 pp
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Mattson Financial Services, LLC CIK 0002034595 0.217 235 17.4 3.6% 6 +0.3 pp -0.1 pp +0.2 pp +0.8 pp
Tidemark, LLC CIK 0002009591 0.305 935 17.3 3.9% 5 +0.5 pp -0.1 pp -1.4 pp -0.9 pp
SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 17.3 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
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&PARTNERS CIK 0000107136 0.806 2509 17.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SK Wealth Management, LLC CIK 0001867958 0.578 80 17.0 3.8% 6 +1.7 pp +1.8 pp +2.4 pp +2.8 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 16.7 1.2% 7 +0.0 pp +0.1 pp +0.4 pp +0.5 pp
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Fortitude Financial, LLC CIK 0002066105 0.084 28 16.5 14.9% 2 +6.3 pp +14.9 pp +14.9 pp +14.9 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 16.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
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Valmark Advisers, Inc. CIK 0001380443 0.907 726 16.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 16.2 1.9% 4 +0.3 pp +1.3 pp +1.7 pp +1.9 pp
Keystone Financial Services, LLC CIK 0002046033 0.558 61 16.1 9.7% 6 +0.2 pp -0.1 pp -0.1 pp +0.0 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 16.1 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
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ARWA LLC CIK 0002113621 0.167 139 15.8 6.6% 2 -1.6 pp +6.6 pp +6.6 pp +6.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 15.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chatterton & Associates Inc. CIK 0002102688 0.175 101 15.7 9.2% 2 +4.0 pp +9.2 pp +9.2 pp +9.2 pp
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Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 15.6 7.0% 5 +4.1 pp +4.0 pp +3.7 pp +3.3 pp
Balefire, LLC CIK 0001750924 0.097 475 15.6 2.5% 5 +1.0 pp +1.0 pp +1.1 pp +1.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 15.5 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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Meridian Wealth Management, LLC CIK 0001697300 0.542 809 15.4 0.5% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Paladin Wealth, LLC CIK 0002040377 0.148 134 15.3 8.9% 5 +0.7 pp +1.0 pp +2.1 pp +2.8 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 15.3 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
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Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.6 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 14.5 2.2% 5 +0.6 pp +2.1 pp +2.1 pp +2.1 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 14.4 4.3% 5 +0.1 pp -0.3 pp -0.3 pp -0.4 pp
Stone Summit Wealth LLC CIK 0001908192 0.413 144 14.3 3.6% 5 +0.3 pp +0.2 pp +1.7 pp +3.1 pp
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ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 14.1 0.8% 5 +0.7 pp +0.3 pp +0.8 pp +0.8 pp
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Corient Private Wealth LP CIK 0001948780 0.887 3043 14.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Summit Financial, LLC CIK 0001765536 0.662 1580 13.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 13.6 7.8% 6 +0.2 pp -2.6 pp -3.1 pp -3.2 pp
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HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 10.0 0.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 10.0 5.0% 2 +3.7 pp +5.0 pp +5.0 pp +5.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 9.9 3.2% 5 +0.1 pp -0.8 pp -1.4 pp -0.5 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 9.9 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 9.8 2.7% 5 +0.3 pp -0.3 pp -0.6 pp -0.9 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 9.8 3.1% 5 +0.1 pp +0.2 pp -2.3 pp +0.2 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 9.8 3.9% 6 +0.1 pp -0.4 pp +3.5 pp +3.5 pp
BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 9.8 4.0% 5 -0.6 pp -0.1 pp -1.0 pp -0.5 pp
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CacheTech Inc. CIK 0002013390 0.380 169 9.6 1.5% 5 +0.0 pp -0.0 pp -0.3 pp -1.2 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 9.5 2.7% 5 +0.1 pp -0.1 pp -0.3 pp -0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 9.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ERn Financial, LLC CIK 0001768302 0.529 161 9.5 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 9.4 1.8% 5 +0.8 pp +1.2 pp +1.2 pp +1.3 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 9.3 0.9% 5 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 9.3 2.8% 5 +0.3 pp -1.0 pp -0.9 pp -0.8 pp
Adams Wealth Management CIK 0001803084 0.408 147 9.3 1.8% 5 +0.0 pp -0.0 pp -0.2 pp -1.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 9.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp -2.5 pp
E&G Advisors, LLC CIK 0001598550 0.504 243 9.2 1.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LIGHTHOUSE FINANCIAL SERVICES INC /ADV CIK 0001068979 0.586 102 9.2 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
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Apeiron RIA LLC CIK 0001801846 0.178 162 9.1 2.3% 5 -0.0 pp +0.3 pp -0.2 pp -0.8 pp
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Bison Wealth, LLC CIK 0001845251 0.528 477 9.0 0.8% 5 +0.4 pp +0.5 pp +0.3 pp +0.5 pp
Trinity Wealth Management, LLC CIK 0001685364 0.398 74 9.0 2.9% 5 +0.0 pp -0.1 pp +0.2 pp +0.3 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 9.0 0.8% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 8.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Values Added Financial LLC CIK 0001973921 0.422 147 8.9 3.2% 5 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 8.8 1.7% 5 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 8.8 1.4% 5 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
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Betterment LLC CIK 0001633901 0.437 675 8.6 14.5% 4 +1.3 pp +1.8 pp +2.4 pp +14.5 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.6 0.4% 5 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 8.5 0.4% 5 +0.0 pp -0.0 pp +0.2 pp +0.3 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 8.5 1.0% 5 -0.2 pp -0.4 pp -0.7 pp -1.0 pp
Tandem Investment Partners LLC CIK 0002056333 0.314 76 8.5 6.5% 5 +0.4 pp +0.7 pp +0.8 pp +0.9 pp
ATX Financial Planning, LLC CIK 0002111013 0.292 83 8.4 5.6% 2 +1.1 pp +5.6 pp +5.6 pp +5.6 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.4 0.2% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 8.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +0.5 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 8.4 3.1% 5 +0.3 pp +0.4 pp +0.7 pp +1.0 pp
CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 8.4 7.1% 2 +2.4 pp +7.1 pp +7.1 pp +7.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 8.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Range Financial Group LLC CIK 0001928635 0.113 206 8.3 2.3% 5 -0.2 pp -0.4 pp -0.3 pp -0.4 pp
Aspire Private Capital, LLC CIK 0001767340 0.395 175 8.2 1.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 8.2 4.7% 5 +0.4 pp +2.0 pp -0.4 pp +0.1 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 8.2 1.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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TD Capital Management LLC CIK 0001483824 0.737 797 8.2 0.7% 3 +0.4 pp +0.5 pp +0.7 pp +0.7 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 8.2 1.6% 5 +0.3 pp +0.4 pp +1.6 pp +1.6 pp
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Integrated Wealth Management CIK 0002113155 0.022 91 8.1 8.5% 2 +2.3 pp +8.5 pp +8.5 pp +8.5 pp
NWAM LLC CIK 0001655006 0.392 684 7.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 7.8 0.3% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Shepherd Financial Partners LLC CIK 0001696628 0.545 256 7.8 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Boothe Investment Group, Inc. CIK 0001749798 0.579 38 7.8 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
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MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 7.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
Brown Miller Wealth Management, LLC CIK 0001840084 0.401 204 7.7 1.9% 5 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
Financial Security Advisor, Inc. CIK 0001997602 0.682 161 7.7 1.2% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
Midwest Heritage Bank, FSB CIK 0001906805 0.812 53 7.6 2.1% 5 +0.0 pp -0.4 pp -0.5 pp -0.4 pp
KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 7.5 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 7.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 7.3 0.8% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 7.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 7.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BROGAN FINANCIAL, INC. CIK 0001889918 0.861 64 7.2 2.9% 5 +0.2 pp +0.1 pp +0.4 pp +0.6 pp
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Beacon Financial Advisory LLC CIK 0001800502 0.266 417 7.1 1.4% 5 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
Aldebaran Financial Inc. CIK 0001353110 0.323 82 7.0 5.7% 5 +0.7 pp +0.8 pp +1.5 pp +2.1 pp
NVWM, LLC CIK 0001697274 0.202 780 7.0 1.4% 3 +0.3 pp +1.0 pp +1.4 pp +1.4 pp
Cassilly Financial Group LLC CIK 0002090777 0.265 75 6.8 5.0% 2 +1.8 pp +5.0 pp +5.0 pp +5.0 pp
Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 6.8 3.3% 5 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
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BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 6.8 1.7% 5 +1.7 pp +1.7 pp +1.6 pp +1.6 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 6.8 1.4% 3 +0.1 pp -0.3 pp +1.4 pp +1.4 pp
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 6.8 2.6% 4 +2.1 pp +2.3 pp +2.4 pp +2.6 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 6.7 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.6 pp
Tilson Financial Group, Inc. CIK 0001964820 0.636 86 6.7 1.8% 5 +0.2 pp +0.1 pp +0.1 pp -0.1 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 6.7 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Timmons Wealth Management, LLC CIK 0002110045 0.383 74 6.5 4.8% 2 -0.5 pp +4.8 pp +4.8 pp +4.8 pp
TRUEFG, LLC CIK 0001766067 0.882 75 6.5 1.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 6.5 1.2% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
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Carroll Advisory Group, LLC CIK 0002108684 0.608 73 6.2 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
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Parcion Private Wealth LLC CIK 0001801263 0.489 529 6.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 5.8 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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MSH Capital Advisors LLC CIK 0002056306 0.286 320 4.4 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
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ACT Advisors, LLC. CIK 0001842554 0.668 84 4.3 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
CAP Partners, LLC CIK 0002006870 0.188 155 4.3 2.1% 5 +0.3 pp +0.6 pp +0.7 pp +0.7 pp
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International Private Wealth Advisors LLC CIK 0002022637 0.140 160 4.3 2.2% 5 -0.0 pp +0.1 pp +0.1 pp -0.3 pp
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New Insight Wealth Advisors CIK 0002022328 0.372 120 4.0 1.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.5 pp
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Boulder Wealth Advisors, LLC CIK 0001874080 0.709 35 2.4 0.9% 4 +0.8 pp +0.8 pp +0.7 pp +0.9 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aspen Wealth Management LLC CIK 0001895252 0.752 132 2.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 2.4 1.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 2.3 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 2.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 2.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Holistic Financial Partners CIK 0001729304 0.166 120 2.3 1.4% 5 +0.7 pp +0.6 pp +0.6 pp +0.7 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 2.3 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Blue Edge Capital, LLC CIK 0001599620 0.485 137 2.3 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 2.3 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
TrueWealth Advisors, LLC CIK 0001817714 0.496 235 2.3 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 2.3 0.6% 3 +0.0 pp +0.3 pp +0.6 pp +0.6 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 2.3 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 2.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SFM, LLC CIK 0002064225 0.428 69 2.2 1.1% 7 +0.6 pp -0.2 pp +0.6 pp +0.6 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 2.2 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.2 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 2.2 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Advisor Resource Council CIK 0001820879 0.259 260 2.2 0.7% 3 +0.2 pp +0.1 pp +0.7 pp +0.3 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 2.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 2.2 1.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 2.2 0.8% 5 -0.0 pp -0.2 pp +0.0 pp +0.1 pp
RIA Advisory Group LLC CIK 0001958384 0.179 153 2.2 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 2.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 2.2 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 2.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
ZEGA Investments, LLC CIK 0002045703 0.596 215 2.1 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 2.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 2.1 0.3% 4 -0.2 pp -0.3 pp -0.1 pp +0.3 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goodman Financial Corp CIK 0001382303 0.242 73 2.1 0.3% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 2.1 1.5% 5 -0.0 pp -0.0 pp +0.1 pp -0.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Treasure Coast Financial Planning CIK 0001911307 0.681 48 2.1 1.0% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.1 0.7% 6 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CGN Advisors LLC CIK 0001841506 0.595 322 2.1 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 2.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 2.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 2.0 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.0 0.3% 5 -2.0 pp -1.6 pp +0.1 pp +0.2 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 2.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 1.9 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 1.9 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
Peck Wealth Management, LLC CIK 0002135125 0.155 127 1.9 1.6% 3 +0.2 pp +0.2 pp +1.6 pp +1.6 pp
Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 1.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 1.9 0.5% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
INVESTED ADVISORS CIK 0002090165 0.104 152 1.9 1.7% 3 -0.2 pp -0.2 pp +1.7 pp +1.7 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.9 0.6% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 1.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Selby Wealth Management, LLC CIK 0002110725 0.451 83 1.9 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mendel Money Management CIK 0001600585 0.195 127 1.8 0.7% 4 +0.1 pp +0.3 pp +0.5 pp +0.7 pp
Town Capital LLC CIK 1871352 0.216 75 1.8 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 1.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 1.8 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 0.526 181 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.8 1.0% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Group Ltd CIK 0002010748 0.858 95 1.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Collier Financial CIK 0001902901 0.619 141 1.8 1.2% 4 +0.0 pp -0.1 pp -0.0 pp +1.2 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 1.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GoalVest Advisory LLC CIK 0001839307 0.587 500 1.8 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Landmark Wealth Management, LLC CIK 0001728778 0.547 151 1.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.7 0.3% 2 +0.0 pp +0.3 pp +0.1 pp +0.1 pp
Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 1.7 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
FLP Wealth Management, LLC CIK 0002052024 0.103 65 1.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Ruggiero Investments, Inc. CIK 0002110677 0.211 86 1.7 1.5% 2 +1.0 pp +1.5 pp +1.5 pp +1.5 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 1.7 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.7 0.2% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 1.7 1.7% 1 +1.7 pp -1.5 pp -0.9 pp +1.0 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 1.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.7 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 1.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 1.7 1.3% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 1.6 1.1% 4 +0.8 pp +0.7 pp +0.7 pp +1.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 1.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 1.6 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
Orin Green Financial, LLC CIK 0001844227 0.643 83 1.6 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 1.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.6 0.6% 5 +0.0 pp +0.2 pp +0.0 pp +0.2 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 1.6 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 1.6 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 1.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequent Planning LLC CIK 0002009724 0.204 269 1.5 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bensler, LLC CIK 0001965941 0.354 198 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 1.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 1.5 0.7% 5 -0.1 pp -2.4 pp -2.4 pp -2.5 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 1.5 0.7% 3 -0.2 pp -0.2 pp +0.7 pp -0.2 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 1.5 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
tru Independence LLC CIK 0001785445 0.641 108 1.5 0.6% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
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Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.4 0.8% 7 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.4 0.2% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 1.4 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TLWM CIK 0001732537 0.888 73 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.4 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
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SYKON CAPITAL LLC CIK 0001988408 0.008 112 1.4 0.4% 4 -8.0 pp -7.7 pp -7.8 pp +0.4 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 1.4 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alamar Capital Management, LLC CIK 0001846995 0.259 88 1.4 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
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BankPlus Trust Department CIK 0002047270 0.431 470 1.4 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
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Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.4 0.0% 5 +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 1.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.4 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Asio Capital, LLC CIK 0001803291 0.492 109 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 1.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LOM Asset Management Ltd CIK 0002077907 0.225 279 1.3 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Orographic Financial Advisors, LLC CIK 0002135775 0.170 105 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 1.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 1.2 0.9% 5 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
Estate Counselors, LLC CIK 0001559832 0.739 91 1.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Smith Asset Management Co., LLC CIK 0002068217 0.253 70 1.1 0.9% 6 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
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Whelan Financial CIK 0001894921 0.754 101 1.1 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
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Invst, LLC CIK 0001867587 0.314 343 1.1 0.1% 5 +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 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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POM Investment Strategies, LLC CIK 0001906322 0.011 350 1.0 1.1% 1 +1.1 pp -12.6 pp -12.4 pp -11.8 pp
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KPP Advisory Services LLC CIK 0001989349 0.345 361 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
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Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portland Financial Advisors Inc CIK 0002054942 0.139 89 0.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CULBERTSON A N & CO INC CIK 0001224890 0.574 140 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.6 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
Fortis Advisors, LLC CIK 0001697478 0.325 122 0.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beta Wealth Group, Inc. CIK 0001594417 0.413 114 0.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.6 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.6 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 0.6 0.2% 5 +0.0 pp -0.7 pp +0.0 pp -0.1 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lavaca Capital LLC CIK 0001641447 0.622 345 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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PFG Private Wealth Management, LLC CIK 0001799957 0.514 75 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.5 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Northstar Group, Inc. CIK 0001631408 0.739 168 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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FLC Capital Advisors CIK 0001713697 0.549 229 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co of the South CIK 0002008165 0.815 146 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 0.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Flower City Capital CIK 0001808394 0.859 49 0.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.6 pp
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Laurel Wealth Planning LLC CIK 0001842010 0.338 67 0.5 0.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.5 pp
Graetz Wealth LLC CIK 0002053877 0.194 84 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.5 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Newport Capital Group, LLC CIK 0001869032 0.560 58 0.5 0.3% 1 +0.3 pp -1.5 pp +0.3 pp +0.3 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.5 0.2% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EJMK Ventures LLC CIK 0002113915 0.239 162 0.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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McAdam, LLC CIK 0001695490 0.802 516 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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TPG Financial Advisors, LLC CIK 0001706669 0.483 81 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Modus Advisors, LLC CIK 0001799284 0.297 118 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Hardy Reed LLC CIK 0001761871 0.866 252 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Traveka Wealth, LLC CIK 0002009176 0.376 199 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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TCP Asset Management, LLC CIK 0001961898 0.763 141 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Diligent Investors, LLC CIK 0001549042 0.241 357 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ABNER HERRMAN & BROCK LLC CIK 0001038661 0.450 111 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Old Port Advisors CIK 0001744348 0.222 266 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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AJ Advisors, LLC CIK 0001951167 0.829 37 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.4 0.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Element Wealth, LLC CIK 0001802743 0.267 212 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mainsail Financial Group, LLC CIK 0001961290 0.465 72 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Rayburn West Financial Services LLC CIK 0002107467 0.346 81 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Networth Advisors, LLC CIK 0002099019 0.225 383 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Vision Retirement, LLC CIK 0002069023 0.485 621 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Plan A Wealth LLC CIK 0002093645 0.507 194 0.4 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.6 pp
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Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
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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
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 0.336 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.6 pp -0.4 pp -0.5 pp -0.6 pp
MIRAMONTES CAPITAL, LLC CIK 2134516 0.503 141 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 +0.0 pp -10.6 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 +0.0 pp -1.8 pp -1.6 pp -2.2 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
McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -6.9 pp -6.8 pp -7.5 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 0 +0.0 pp -8.6 pp -8.7 pp -9.4 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 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
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp +0.0 pp -15.1 pp -16.1 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
Cercano Management LLC CIK 0001936416 0.054 133 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 -0.9 pp -0.6 pp -0.9 pp -1.1 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 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
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -10.0 pp -11.4 pp -11.7 pp
Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp -0.4 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp -0.7 pp -2.3 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
MY Wealth Management Inc. CIK 0001827845 0.000 46 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -14.3 pp -14.9 pp -15.2 pp -15.8 pp
Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
NDVR, Inc. CIK 0002011247 0.416 121 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 +0.0 pp -0.2 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
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
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 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 +0.0 pp -0.1 pp -0.1 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 0.167 731 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp -0.1 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.5 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 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
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -3.8 pp -3.7 pp -3.3 pp -2.9 pp
REAP Financial Group, LLC CIK 0002048581 0.670 542 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 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -14.0 pp -14.4 pp -14.2 pp
NCM Capital Management, LLC CIK 0001907054 0.309 194 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.1 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 -0.0 pp -0.1 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
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 pp -1.3 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 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 0.408 451 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
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
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
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.0 0.0% 0 -0.1 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 +0.0 pp -4.8 pp
Investment Research Partners LLC CIK 0002069274 0.175 278 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.0 pp -1.4 pp -1.4 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
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 +0.0 pp -3.2 pp -3.3 pp
Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 +0.0 pp -0.3 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 +0.0 pp -4.1 pp
Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP CIK 0001103139 0.897 16 0.0 0.0% 0 +0.0 pp -5.0 pp -4.4 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 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
2UniFi Bank CIK 0002040900 0.000 0 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 +0.0 pp -2.0 pp -1.9 pp
Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp -0.6 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -8.1 pp -13.0 pp -12.9 pp -12.3 pp
Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -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% 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
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
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.7 pp -0.5 pp -0.0 pp
Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -2.0 pp -2.0 pp +0.0 pp +0.0 pp
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 0.494 81 0.0 0.0% 0 +0.0 pp -7.8 pp -6.6 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -3.7 pp -4.4 pp -4.0 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
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -1.1 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 +0.0 pp -0.2 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp -0.5 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.6 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status