Signals

← Signals

☆SCHA

1205 in-universe funds with a nonzero position in SCHA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#555
Score / z0.262 / 0.39
Consensus362.01 over 677 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 954.3 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 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 482.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 409.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 146.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 139.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 130.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 127.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 114.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 113.0 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 105.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 83.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 79.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 68.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 63.1 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 57.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 54.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 53.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 51.8 18.8% 2 +0.1 pp +18.8 pp +18.8 pp +18.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 45.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 41.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 41.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 39.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 38.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 37.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 37.3 9.7% 2 +0.4 pp +9.7 pp +9.7 pp +9.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 37.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 36.8 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 36.7 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 36.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 33.7 5.6% 2 -0.0 pp +5.6 pp +5.6 pp +5.6 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 33.1 8.7% 2 +0.3 pp +8.7 pp +8.7 pp +8.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 31.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 27.9 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 27.5 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 27.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 27.2 6.0% 2 +0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 26.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 26.3 7.6% 2 +0.4 pp +7.6 pp +7.6 pp +7.6 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 25.6 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 24.9 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 24.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 23.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 23.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 23.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Joule Financial, LLC CIK 0001929070 0.730 116 23.1 6.9% 2 +0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 20.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 20.7 12.0% 2 -0.0 pp +12.0 pp +12.0 pp +12.0 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.788 20 20.6 15.5% 2 +0.4 pp +15.5 pp +15.5 pp +15.5 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 20.1 5.5% 2 +0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 19.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 19.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 19.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 19.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 19.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 19.1 6.6% 2 +0.4 pp +6.6 pp +6.6 pp +6.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 19.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 18.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 17.4 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 17.2 6.7% 2 +0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 17.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 16.9 4.1% 2 +0.7 pp +4.1 pp +4.1 pp +4.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 16.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 16.5 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 16.2 10.0% 2 +1.8 pp +10.0 pp +10.0 pp +10.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 16.1 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 16.0 10.1% 2 +0.4 pp +10.1 pp +10.1 pp +10.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 15.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 15.1 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 15.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 14.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 13.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 13.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 12.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 12.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 12.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 12.2 4.0% 4 +0.0 pp -0.6 pp -0.6 pp +4.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 12.2 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 12.1 5.1% 2 +0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 11.6 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 11.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 11.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 11.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 11.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 10.9 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 10.8 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Essex LLC CIK 0001889147 0.576 180 10.7 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 10.7 3.3% 2 +2.8 pp +3.3 pp +3.3 pp +3.3 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 10.5 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 10.5 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 10.4 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 10.4 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 10.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 9.5 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 9.1 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 9.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 8.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 8.8 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Athena Investment Management CIK 0001921093 0.240 132 8.4 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.4 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 8.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creekside Partners CIK 0002035951 0.343 193 8.3 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 8.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 8.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 8.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 8.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 8.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 8.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 7.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 7.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 7.2 3.5% 2 +0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 7.2 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 7.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 7.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 7.0 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 7.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 6.9 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 6.9 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 6.8 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 6.7 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 6.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 6.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 6.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 6.1 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 6.0 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆MERIDIAN MANAGEMENT CO CIK 0000806097 0.486 84 6.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 6.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 6.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 5.8 4.4% 3 +0.4 pp +0.4 pp +4.4 pp +4.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 5.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 5.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 5.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 5.6 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 5.6 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 5.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 5.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 5.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 5.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 5.3 1.7% 4 -0.2 pp -0.3 pp -0.4 pp +1.7 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 5.3 2.4% 2 -0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 5.3 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
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☆Davis Capital Management CIK 0001811806 0.306 1270 5.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 5.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 5.1 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 5.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 5.1 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 5.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Chesapeake Wealth Management CIK 0001730383 0.355 168 4.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆Values Added Financial LLC CIK 0001973921 0.422 147 4.7 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 4.4 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 4.4 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
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☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.4 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wealth Group Ltd CIK 0002010748 0.858 95 2.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 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
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 -1.1 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 +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 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
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 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
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SCHA). Qtrs Held counts distinct quarters this fund has actually held SCHA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHA position size. Δ columns are the percentage-point change in SCHA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status