Signals

← Signals

☆SCHB

1582 in-universe funds with a nonzero position in SCHB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#51
Score / z3.683 / 4.43
Consensus486.96 over 886 funds
Momentum-0.13 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-1%
Short interest-33% / 1.0d

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 ▾
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,489.6 2.9% 6 -0.0 pp -0.3 pp -0.5 pp -0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,417.1 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 426.8 22.4% 5 +0.4 pp -0.6 pp -0.1 pp +1.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 345.6 3.3% 5 +0.1 pp -0.0 pp -0.2 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 331.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 269.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 248.4 27.6% 5 +0.7 pp -0.9 pp -0.9 pp -1.4 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 231.3 11.9% 5 +0.3 pp -0.3 pp -0.7 pp -0.8 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 221.3 17.2% 5 +0.2 pp +0.1 pp -1.4 pp -1.2 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 203.7 20.7% 5 +0.4 pp -1.4 pp -0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 190.3 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 182.5 38.9% 3 +1.9 pp -0.5 pp +38.9 pp -0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 178.1 3.0% 5 +0.0 pp -0.1 pp -0.3 pp -0.2 pp
☆HT Partners LLC CIK 0001552999 0.865 53 175.7 48.7% 5 +1.7 pp +1.2 pp +0.8 pp +4.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 160.7 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 157.8 25.3% 5 +0.3 pp +0.0 pp -0.4 pp +0.6 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 152.3 15.3% 5 +0.4 pp -0.3 pp -0.2 pp -0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 151.6 2.8% 5 -0.4 pp -0.6 pp -2.5 pp -2.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 135.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 128.7 5.6% 5 -0.7 pp -1.0 pp -1.3 pp -1.3 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 123.4 28.0% 5 +1.3 pp +0.5 pp -0.3 pp +0.2 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 112.8 12.9% 5 -0.6 pp -0.7 pp -0.1 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 105.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 102.2 0.6% 5 +0.0 pp -0.0 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 100.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 97.9 17.4% 5 +0.9 pp +0.6 pp -0.3 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 95.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 94.2 1.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 93.7 1.8% 5 +0.0 pp -0.1 pp +0.0 pp -0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 89.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 86.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 84.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 83.5 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 80.3 3.2% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 79.3 7.3% 5 +0.7 pp +0.5 pp +0.4 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 78.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 78.4 2.6% 5 +2.5 pp +0.3 pp +1.6 pp +2.5 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 77.2 12.0% 5 +0.1 pp -0.1 pp -0.5 pp +0.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 76.3 1.0% 5 +0.0 pp -0.1 pp -0.3 pp -0.5 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 75.1 12.0% 5 +0.8 pp +0.5 pp +0.7 pp +0.6 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 74.6 28.2% 5 +1.3 pp +0.5 pp -0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 73.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 73.2 1.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 72.0 4.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 70.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 70.2 4.5% 5 -0.2 pp -0.5 pp -11.9 pp -11.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 69.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 69.0 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 67.4 4.7% 5 -0.6 pp -2.1 pp -3.1 pp -3.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 67.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 65.6 11.0% 5 +0.5 pp -0.3 pp -0.3 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 63.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 60.4 1.2% 4 -0.1 pp +0.0 pp -0.2 pp +1.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 60.0 4.0% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 52.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 51.8 10.4% 5 +0.3 pp +0.1 pp -1.9 pp -3.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 50.7 3.4% 5 -0.3 pp -0.4 pp -0.8 pp -0.8 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 50.6 9.0% 5 +0.4 pp -0.1 pp +0.0 pp +0.2 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 50.5 2.8% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 47.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 47.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 47.5 17.3% 4 +1.1 pp -0.3 pp -1.5 pp +17.3 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 46.3 12.4% 5 -0.9 pp -0.3 pp +12.0 pp -1.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 46.1 0.6% 6 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆Appalachian Capital Management Ltd CIK 0002111450 0.731 43 45.7 33.1% 2 +1.5 pp +33.1 pp +33.1 pp +33.1 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 45.7 3.9% 5 +0.7 pp +1.9 pp +1.7 pp +1.7 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 44.1 17.6% 5 +0.1 pp +0.3 pp -1.9 pp -1.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 41.9 0.0% 5 +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 40.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 36.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 36.3 2.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 36.0 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 35.5 9.2% 5 -1.4 pp -1.8 pp -1.7 pp -1.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 35.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆John Boyer, Inc. CIK 1597484 0.647 39 34.6 30.0% 3 +1.2 pp -0.3 pp +30.0 pp +30.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 34.4 2.8% 5 -0.2 pp -0.4 pp -0.1 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 34.2 9.5% 5 -4.1 pp -6.3 pp -6.5 pp -6.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 33.7 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 33.6 9.6% 5 +0.3 pp +0.2 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 33.6 9.3% 5 +0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 33.6 10.1% 5 +0.5 pp +0.3 pp +0.4 pp +0.6 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 32.1 7.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 32.0 2.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 31.7 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 31.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 31.1 18.6% 5 +0.3 pp -0.6 pp -0.2 pp -0.4 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 31.0 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 30.9 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.8 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 30.6 2.5% 4 -0.0 pp +0.4 pp +0.4 pp +2.5 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 30.5 9.6% 5 -7.5 pp -7.7 pp -6.6 pp -6.6 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 29.6 6.5% 5 +1.9 pp +1.9 pp +1.8 pp +1.3 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 29.6 6.6% 5 +0.4 pp +0.3 pp +0.7 pp +1.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 29.1 1.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 27.9 12.5% 5 +0.4 pp +1.0 pp +1.4 pp +1.4 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 27.4 15.9% 1 +15.9 pp +15.9 pp +1.5 pp +2.1 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 27.1 3.3% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 27.1 3.0% 5 -0.0 pp -1.0 pp -1.3 pp -1.3 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 26.9 8.3% 4 +1.6 pp +2.4 pp +4.0 pp +8.3 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 26.8 18.1% 6 +0.3 pp -2.7 pp -3.0 pp -3.6 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 26.3 11.9% 2 +2.0 pp +11.9 pp +11.9 pp +11.9 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 26.2 2.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 26.2 20.3% 5 +1.2 pp +0.1 pp -0.2 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 26.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 25.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 25.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 24.9 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 24.8 8.4% 5 +0.4 pp +0.2 pp +0.0 pp -0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 24.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 24.7 1.5% 5 -0.5 pp -0.7 pp -0.6 pp -0.6 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 24.6 14.6% 4 +0.4 pp +0.1 pp +0.5 pp +14.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 24.2 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 24.2 7.8% 5 -0.0 pp +0.3 pp +0.2 pp +0.2 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 23.5 12.0% 5 +0.8 pp -0.4 pp -0.9 pp -1.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 22.8 1.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 22.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 22.2 1.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 22.2 15.7% 5 +1.2 pp +0.4 pp +0.9 pp +0.9 pp
☆Socha Financial Group, LLC CIK 0001967966 0.891 14 22.1 9.0% 5 -0.7 pp -1.2 pp -0.9 pp -0.9 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 21.2 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.1 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 20.9 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 20.6 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 20.4 2.2% 5 -0.2 pp -0.4 pp -0.5 pp -0.5 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 20.1 5.1% 5 +0.1 pp -0.3 pp -0.7 pp -0.8 pp
☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 20.0 8.6% 5 +0.4 pp +1.8 pp +2.0 pp +2.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 19.4 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 19.3 2.1% 5 -0.1 pp -0.5 pp -0.5 pp -0.6 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 19.1 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 18.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 18.0 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 17.9 4.4% 5 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 17.6 3.0% 1 +3.0 pp +0.8 pp +1.0 pp +1.0 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 17.5 3.3% 5 +0.0 pp +0.2 pp +0.2 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 17.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 17.3 6.2% 5 +0.2 pp -1.2 pp -1.1 pp -1.5 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 17.2 6.8% 5 +0.2 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 16.6 3.0% 5 +0.1 pp +0.5 pp +0.5 pp +0.3 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 16.3 1.4% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 16.3 2.3% 5 -0.1 pp -0.1 pp -0.7 pp -0.9 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 16.2 2.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 16.2 3.8% 5 +0.1 pp -9.8 pp -10.1 pp -14.5 pp
☆Ashford Advisors, LLC CIK 0001861158 0.927 23 16.1 3.3% 5 +0.1 pp +0.0 pp -0.1 pp -0.8 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 16.1 2.6% 5 +0.1 pp -0.9 pp -1.0 pp -1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 15.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 15.7 3.9% 5 -0.4 pp -0.1 pp -0.4 pp -0.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 15.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 15.5 3.4% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 15.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 15.4 8.5% 5 +0.2 pp -0.0 pp -0.3 pp -0.6 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 15.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 15.1 1.2% 3 -0.4 pp -1.2 pp +1.2 pp +1.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 15.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 15.0 2.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 14.8 1.4% 3 -0.0 pp -0.6 pp +1.4 pp +1.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 14.6 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 14.3 4.6% 5 -0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 14.3 3.3% 5 +0.3 pp +0.1 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 14.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 13.8 4.3% 5 +0.4 pp +0.0 pp -0.1 pp +0.3 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 13.7 5.6% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 13.7 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 13.6 2.9% 5 +0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 13.4 4.5% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 13.0 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 13.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 12.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 12.9 3.1% 2 +0.2 pp +3.1 pp -0.9 pp +3.1 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 12.8 3.4% 5 +0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 12.5 0.2% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 12.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 12.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 12.2 3.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 12.0 2.3% 5 +0.1 pp -0.0 pp -0.0 pp -0.3 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 12.0 1.7% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 11.8 3.8% 5 -0.1 pp +0.4 pp +0.3 pp -2.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 11.8 3.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.4 pp
☆Apriem Advisors CIK 0001425165 0.679 182 11.7 1.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 11.6 0.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 11.4 2.9% 5 +0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 11.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 10.7 1.4% 5 -0.1 pp -0.4 pp -1.3 pp -1.3 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 10.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 10.6 1.7% 5 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 10.2 3.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 9.8 2.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 9.6 6.1% 5 +0.3 pp +0.3 pp +0.3 pp +1.8 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 9.5 4.7% 5 -0.2 pp -1.0 pp -1.4 pp -1.4 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 9.4 2.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 9.3 3.9% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
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☆Destination Wealth Management CIK 0001278573 0.701 325 9.3 0.2% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 9.2 3.3% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 9.0 4.4% 5 -1.2 pp -2.0 pp -2.4 pp -2.4 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 8.8 1.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 8.8 3.4% 5 +0.1 pp -0.1 pp -0.8 pp -0.8 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 8.7 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
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☆CVA Family Office, LLC CIK 0001802084 0.571 1801 8.6 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 8.5 1.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 8.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 8.5 0.2% 1 +0.2 pp -0.1 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 8.5 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 8.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 8.2 1.9% 1 +1.9 pp +0.0 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 8.1 0.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 8.1 1.0% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 8.0 0.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
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☆RHS Financial, LLC CIK 0001766514 0.159 165 7.8 3.2% 5 -0.1 pp -0.6 pp -1.0 pp -1.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 7.8 0.6% 7 +0.0 pp -0.0 pp +0.5 pp +0.4 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 7.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.0 pp
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☆Frankly Finances, LLC CIK 0002096338 0.520 90 7.7 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 7.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 7.6 0.8% 5 +0.2 pp +0.1 pp +0.0 pp -0.4 pp
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☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 7.4 0.2% 6 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 7.0 2.1% 2 +0.2 pp +2.1 pp +1.0 pp +1.4 pp
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☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 6.8 2.9% 5 +0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 6.7 0.6% 5 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 6.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 6.7 0.7% 5 -0.2 pp -0.3 pp -0.4 pp -0.6 pp
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☆Brio Consultants, LLC CIK 0001747799 0.768 164 6.5 0.8% 4 -0.0 pp +0.2 pp +0.2 pp +0.8 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 5.5 0.9% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 4.9 1.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 4.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆CRA Financial Services, LLC CIK 0001765594 0.529 321 4.8 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 4.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 4.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 4.6 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Advisory Group CIK 0001802119 0.899 14 4.5 1.7% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 4.4 1.6% 5 +0.0 pp -0.0 pp -0.2 pp -0.5 pp
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☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 4.3 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
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☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 4.2 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 4.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.2 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 4.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRB Wealth Management, LLC CIK 0002130988 0.545 296 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 4.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 4.0 0.5% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 4.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 4.0 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
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☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 3.9 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.9 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 3.9 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 3.8 1.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.8 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 3.8 1.4% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 3.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 3.8 1.6% 5 +0.0 pp -0.6 pp -0.6 pp -0.5 pp
☆Pacific Park Financial, Inc. CIK 0002107255 0.307 77 3.8 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 3.7 1.3% 1 +1.3 pp -0.6 pp -0.9 pp -1.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 3.7 2.1% 5 +0.5 pp +0.3 pp +0.1 pp +0.2 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.7 0.3% 7 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 3.7 1.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 3.6 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 3.6 1.7% 5 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 3.5 0.6% 5 +0.0 pp -0.1 pp -0.2 pp -0.0 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 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 3.5 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
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☆PFG Advisors CIK 0001694435 0.248 791 3.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆BIP Wealth, LLC CIK 0001590214 0.504 560 3.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Luminvest Wealth Management LLC CIK 0002036517 0.873 58 3.4 0.8% 5 +0.3 pp +0.3 pp +0.2 pp +0.1 pp
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☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 3.4 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆MCF Advisors LLC CIK 0001602905 0.682 1403 3.1 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Values Added Financial LLC CIK 0001973921 0.422 147 2.9 1.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 2.9 0.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 2.9 0.5% 5 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
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☆Dorato Capital Management CIK 0002095216 0.322 254 2.8 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 2.8 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 2.8 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Geometric Wealth Advisors CIK 0001900576 0.944 94 2.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 2.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Indivisible Partners CIK 0002098400 0.368 637 2.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 2.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Asset Management Group, Inc. CIK 0001511550 0.511 137 2.6 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 2.5 0.5% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CX Institutional CIK 0001737089 0.437 1568 2.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Hendershot Investments Inc. CIK 0001541496 0.645 134 2.5 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 2.5 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆HOWE & RUSLING INC CIK 0000769963 0.498 479 2.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -2.1 pp -1.9 pp -1.8 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 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 SCHB). Qtrs Held counts distinct quarters this fund has actually held SCHB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHB position size. Δ columns are the percentage-point change in SCHB'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