Signals

← Signals

☆SCHB

1175 in-universe funds with a nonzero position in SCHB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#38
Score / z3.966 / 5.06
Consensus405.40 over 753 funds
Momentumno 12m return

Price & positioning

251 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 ▾
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,343.1 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 313.6 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 291.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 209.2 12.8% 1 +12.8 pp +12.8 pp +12.8 pp +12.8 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 206.3 29.0% 1 +29.0 pp +29.0 pp +29.0 pp +29.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 201.4 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 197.2 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 184.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 154.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 152.7 20.4% 1 +20.4 pp +20.4 pp +20.4 pp +20.4 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 148.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 147.0 39.0% 1 +39.0 pp +39.0 pp +39.0 pp +39.0 pp
☆HT Partners LLC CIK 0001552999 0.865 53 144.1 44.0% 1 +44.0 pp +44.0 pp +44.0 pp +44.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 141.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 130.3 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 116.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 111.1 24.7% 1 +24.7 pp +24.7 pp +24.7 pp +24.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 100.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 96.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 91.4 27.8% 1 +27.8 pp +27.8 pp +27.8 pp +27.8 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 88.1 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 84.1 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 80.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 78.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 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 77.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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 76.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 76.1 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 75.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 68.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 67.1 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 66.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 65.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 65.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 64.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 63.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 63.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 62.4 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 60.7 11.9% 1 +11.9 pp +11.9 pp +11.9 pp +11.9 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 59.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 58.0 18.4% 1 +18.4 pp +18.4 pp +18.4 pp +18.4 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 57.2 28.0% 1 +28.0 pp +28.0 pp +28.0 pp +28.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 56.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 55.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 54.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 54.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 54.5 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 53.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 50.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 50.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 49.6 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 49.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 48.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 44.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Capital Management Associates, Inc CIK 0002008851 0.640 153 42.3 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 42.2 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 39.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 37.7 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 36.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 36.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 36.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 36.1 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 36.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 34.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 33.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 32.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 31.9 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 30.6 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 30.1 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 29.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 29.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 28.4 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 28.0 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 27.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 27.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 26.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 26.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 26.5 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 26.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 25.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 25.8 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 25.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 24.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 24.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 24.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 24.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 24.1 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 23.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 23.8 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 23.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 23.4 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 23.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 22.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 22.3 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Socha Financial Group, LLC CIK 0001967966 0.891 14 22.2 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 22.0 21.7% 2 +0.4 pp +21.7 pp +21.7 pp +21.7 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 22.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 22.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 21.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 21.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 21.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 20.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Carlton Hofferkamp & Jenks Wealth Management, LLC CIK 0001510870 0.490 144 20.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 20.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Wynn Capital, LLC CIK 0002009900 0.350 116 20.7 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 20.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 20.5 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 20.5 20.0% 1 +20.0 pp +20.0 pp +20.0 pp +20.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 20.3 14.8% 1 +14.8 pp +14.8 pp +14.8 pp +14.8 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 20.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 20.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 19.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 19.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 18.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 18.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 18.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 18.1 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 17.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ashford Advisors, LLC CIK 0001861158 0.926 23 17.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 17.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 16.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 15.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 15.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 15.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 14.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 14.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 14.8 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 14.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 14.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 14.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 13.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 13.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 13.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 13.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 13.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 13.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 13.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 12.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.597 101 12.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 12.5 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 12.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 12.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 12.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 12.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 12.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 12.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 11.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 11.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 11.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 11.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 11.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 11.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Wealthcare LLC CIK 0001849336 0.903 26 10.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 10.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 10.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 10.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 10.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 10.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 10.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 10.1 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 9.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apriem Advisors CIK 0001425165 0.679 182 9.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Five Oceans Advisors CIK 0001876326 0.524 204 9.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SRH ADVISORS, LLC CIK 0001512779 0.875 276 9.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 8.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 8.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 7.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 7.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
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☆Orcam Financial Group CIK 0001905367 0.304 105 7.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 7.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 7.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 7.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 7.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 7.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 7.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
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☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Creekside Partners CIK 0002035951 0.343 193 7.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
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☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 6.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MAIRS & POWER INC CIK 0001070134 0.871 254 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 6.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 6.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 6.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Firestone Capital Management CIK 0001799964 0.601 168 5.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 5.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Bawa N Mallick Trust CIK 0002040013 0.643 78 5.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WHITENER CAPITAL MANAGEMENT, INC. CIK 0000825217 0.413 184 4.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 3.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Leo Wealth, LLC CIK 0001912202 0.425 452 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Axos Invest Inc. CIK 0002042928 0.762 20 3.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Advisory Group CIK 0001802119 0.899 14 3.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WealthCollab, LLC CIK 0002017870 0.550 969 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Archer Investment Management, LLC CIK 0002052868 0.202 110 3.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 3.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 3.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Wealth Group Ltd CIK 0002010748 0.858 95 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Financial Designs Corp CIK 0001561383 0.764 41 3.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆CHB Investment Group, LLC CIK 0001933274 0.051 69 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 3.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆SOL Capital Management CO CIK 0001339270 0.000 0 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 3.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 2.7 0.0% 1 +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 2.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 1.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blossom Wealth Management CIK 0001839735 0.251 72 1.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Management, Inc. CIK 0001910205 0.209 66 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆PDS Planning, Inc CIK 0000838618 0.712 609 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Physician Wealth Solutions Inc. CIK 0002007116 0.673 45 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 1.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
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☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆W.H. Cornerstone Investments Inc. CIK 0001940823 0.271 141 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 1.1 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Fulcrum Equity Management CIK 0001737888 0.098 140 1.0 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooksen Wealth, LLC CIK 0002016393 0.582 45 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robbins Farley CIK 0001847820 0.257 157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +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
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 1 +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 -0.1 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 -0.2 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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